TIBAX Mutual Fund

TIBAX Mutual Fund (Thornburg Investment Income Builder Fund Class A) is managed by Thornburg Investment Management with $6.41B in net assets. TIBAX expense ratio is 1.15%, holding 332 positions across sectors including Financials, Communication Services, Health Care. Inception date: 2002-12-24.

TIBAX performance shows a YTD return of 15.13%. The 1-year return is 32.65% and the 5-year return is 16.28%. TIBAX dividend yield stands at 5.00%, paid quarterly.

TIBAX top holdings include Orange Sa (7.0%), Thornburg Capital Management Fund (5.7%), TAIWAN SEMICONDUCTOR (4.8%), Citibank N.A. (3.8%), AT&T Inc. (3.7%). Go to all TIBAX holdings, TIBAX sectors, or TIBAX dividends.

TIBAX can be compared against other funds. Use TIBAX overlap to find shared positions, or TIBAX vs another fund for a side-by-side view. TIBAX alternatives are available via the screener, along with tax-loss harvesting opportunities.