TSRRX Mutual Fund

TSRRX Mutual Fund

NAV$11.36
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Fund Essentials - as of Mar 31, 2026

Net Assets
$154M
Expense Ratio
0.60%
Dividend Yield (Current)
4.52%
Holdings
1,220
Inception Date
May 1, 2012
Fund Family
Thornburg Investment Management
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly
SEC 30-Day Yield
PRO

Performance

YTD+0.69%
1 Year+3.79%
3 Year+5.51%
5 Year+2.82%
10 Year+4.09%

Asset Allocation

Stocks: 0.49%
Bonds: 96.87%
Other: 2.65%
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Top Holdings

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TickerNameWeight
-Thornburg Capital Management Fund2.05%
-Treasury (Cpi) Note 1.88% Jan 15, 20361.97%
-Us Treasury N/B 11/35 41.85%
G2 MA8098Gnma Ii Pool Ma80981.38%
T 1.375 11/15/40U.S. Treasury Bond 1.375%, 11/15/401.31%
Top 10 Concentration: 12.99%Report Date: Mar 31, 2026
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Dividend Summary

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Dividend Yield (Current)
4.52%
Frequency
Monthly
Latest Distribution
$0.03
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

TSRRX Mutual Fund Overview

TSRRX Mutual Fund (Thornburg Strategic Income Fund Class R5) is managed by Thornburg Investment Management with $154.3M in net assets. TSRRX expense ratio is 0.60%, holding 1220 positions across sectors including Financials, Utilities, Information Technology. Inception date: 2012-05-01.

TSRRX performance shows a YTD return of 0.69%. The 1-year return is 3.79% and the 5-year return is 2.82%. TSRRX dividend yield stands at 4.52%, paid monthly.

TSRRX top holdings include Thornburg Capital Management Fund (2.0%), Treasury (Cpi) Note 1.88% Jan 15, 2036 (2.0%), Us Treasury N/B 11/35 4 (1.9%), Gnma Ii Pool Ma8098 (1.4%), U.S. Treasury Bond 1.375%, 11/15/40 (1.3%). Go to all TSRRX holdings, TSRRX sectors, or TSRRX dividends.

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