TVCFX Mutual Fund
TVCFX Mutual Fund
TVCFX Mutual Fund
Thornburg Investment Trust Small/Mid Cap Core Fd Cl C
TVCFX Mutual Fund Overview
TVCFX Mutual Fund (Thornburg Investment Trust Small/Mid Cap Core Fd Cl C) is managed by Thornburg Investment Management with $2.5M in net assets. TVCFX expense ratio is 1.87%, holding 41 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 1995-10-02.
TVCFX performance shows a YTD return of 8.56%. The 1-year return is 15.05% and the 5-year return is 3.16%.
TVCFX top holdings include Apple, Inc (5.0%), Alphabet Inc (5.0%), Round One Corp (4.5%), Eli Lilly & Co. (4.3%), Schwab Strategic T (3.8%). Go to all TVCFX holdings, TVCFX sectors, or TVCFX dividends.
TVCFX can be compared against other funds. Use TVCFX overlap to find shared positions, or TVCFX vs another fund for a side-by-side view. TVCFX alternatives are available via the screener, along with tax-loss harvesting opportunities.