TIBRX Mutual Fund

TIBRX Mutual Fund (Thornburg Investment Income Builder Fund Class R3) is managed by Thornburg Investment Management with $28.8M in net assets. TIBRX expense ratio is 1.52%, holding 332 positions across sectors including Financials, Communication Services, Health Care. Inception date: 2005-02-01.

TIBRX performance shows a YTD return of 19.14%. The 1-year return is 34.02% and the 5-year return is 16.17%. TIBRX dividend yield stands at 4.54%, paid quarterly.

TIBRX 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 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.