TIBRX Mutual Fund

TIBRX Mutual Fund (Thornburg Investment Income Builder Fund Class R3) is managed by Thornburg Investment Management with $24.0M in net assets. TIBRX expense ratio is 1.52%, holding 330 positions across sectors including Financials, Communication Services, Health Care. Inception date: 2005-02-01.

TIBRX performance shows a YTD return of 15.68%. The 1-year return is 23.34% and the 5-year return is 14.99%. TIBRX dividend yield stands at 2.91%, paid quarterly.

TIBRX top holdings include Thornburg Capital Management Fund (8.0%), Tsmc (5.7%), Orange Sa (5.5%), BNP PARIBAS (4.4%), Samsung Electronics (Equity) (3.8%). Go to all TIBRX holdings, TIBRX sectors, or TIBRX dividends.

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