TSUMX Mutual Fund

TSUMX Mutual Fund (Thornburg Summit Fund Class I) is managed by Thornburg Investment Management with $106.4M in net assets. TSUMX expense ratio is 0.70%, holding 232 positions across sectors including Financials, Information Technology, Energy. Inception date: 2019-03-01.

TSUMX performance shows a YTD return of 9.95%. The 1-year return is 12.40% and the 5-year return is 12.16%. TSUMX dividend yield stands at 2.84%, paid quarterly.

TSUMX top holdings include Thornburg Capital Management Fund (6.0%), Samsung Electronics (Equity) (3.3%), Tsmc (3.2%), Lumine Group Inc (2.6%), Zegona Communications Plc (2.6%). Go to all TSUMX holdings, TSUMX sectors, or TSUMX dividends.

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