TIBAX Mutual Fund

TIBAX Mutual Fund (Thornburg Investment Income Builder Fund Class A) is managed by Thornburg Investment Management with $6.45B 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 19.42%. The 1-year return is 34.57% and the 5-year return is 16.42%. TIBAX dividend yield stands at 4.87%, paid quarterly.

TIBAX top holdings include Orange (7.0%), Thornburg Capital Management Fund (5.7%), Tsmc (Equity) (4.8%), Citigroup, Inc. (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.