TIBOX Mutual Fund

TIBOX Mutual Fund (Thornburg Investment Income Builder Fund Class R6) is managed by Thornburg Investment Management with $374.7M in net assets. TIBOX expense ratio is 0.83%, holding 332 positions across sectors including Financials, Communication Services, Health Care. Inception date: 2017-04-10.

TIBOX performance shows a YTD return of 15.30%. The 1-year return is 33.06% and the 5-year return is 16.67%. TIBOX dividend yield stands at 5.25%, paid quarterly.

TIBOX 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 TIBOX holdings, TIBOX sectors, or TIBOX dividends.

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