TVAFX Mutual Fund

TVAFX Mutual Fund (Thornburg American Opportunities Fund Class A) is managed by Thornburg Investment Management with $272.7M in net assets. TVAFX expense ratio is 1.29%, holding 44 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 1995-10-02.

TVAFX performance shows a YTD return of 10.35%. The 1-year return is 10.62% and the 5-year return is 4.77%.

TVAFX top holdings include Alphabet Inc (5.3%), Apple, Inc (5.0%), Round One Corp (4.3%), Meta Platforms Inc (4.3%), Samsung Electronics Pref 0.9 (4.2%). Go to all TVAFX holdings, TVAFX sectors, or TVAFX dividends.

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