TIBGX Mutual Fund

TIBGX Mutual Fund (Thornburg Investment Income Builder Fund Class R4) is managed by Thornburg Investment Management with $15.2M in net assets. TIBGX expense ratio is 1.27%, holding 332 positions across sectors including Financials, Communication Services, Health Care. Inception date: 2008-02-01.

TIBGX performance shows a YTD return of 19.27%. The 1-year return is 34.22% and the 5-year return is 16.30%. TIBGX dividend yield stands at 4.65%, paid quarterly.

TIBGX top holdings include Orange Sa (7.0%), Thornburg Capital Management Fund (5.7%), Tsmc (4.8%), Citigroup Inc. (3.8%), AT&T Inc. (3.7%). Go to all TIBGX holdings, TIBGX sectors, or TIBGX dividends.

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