TSUMX Mutual Fund

TSUMX Mutual Fund (Thornburg Summit Fund Class I) is managed by Thornburg Investment Management with $109.1M in net assets. TSUMX expense ratio is 0.70%, holding 211 positions across sectors including Financials, Information Technology, Energy. Inception date: 2019-03-01.

TSUMX performance shows a YTD return of 8.63%. The 1-year return is 18.50% and the 5-year return is 8.78%. TSUMX dividend yield stands at 6.23%, paid quarterly.

TSUMX top holdings include Samsung Electronics Ltd. (4.3%), Taiwan Semiconductor Manufacturing Co Ltd (3.7%), Zegona Communications Plc (3.0%), Us Treasury N/B 4.13% 02/15/2036 4.13 (2.5%), Amazon.Com Inc (2.3%). 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.