TIBMX Mutual Fund

TIBMX Mutual Fund (Thornburg Investment Income Builder Fund Class R5) is managed by Thornburg Investment Management with $24.4M in net assets. TIBMX expense ratio is 1.02%, holding 332 positions across sectors including Financials, Communication Services, Health Care. Inception date: 2007-02-01.

TIBMX performance shows a YTD return of 19.45%. The 1-year return is 34.70% and the 5-year return is 16.57%. TIBMX dividend yield stands at 4.95%, paid quarterly.

TIBMX 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 TIBMX holdings, TIBMX sectors, or TIBMX dividends.

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