TVIFX Mutual Fund
TVIFX Mutual Fund
TVIFX Mutual Fund
Thornburg American Opportunities Fund Class I
TVIFX Mutual Fund Overview
TVIFX Mutual Fund (Thornburg American Opportunities Fund Class I) is managed by Thornburg Investment Management with $201.2M in net assets. TVIFX expense ratio is 0.87%, holding 44 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 1998-11-02.
TVIFX performance shows a YTD return of 17.93%. The 1-year return is 16.28% and the 5-year return is 5.20%.
TVIFX top holdings include Alphabet Inc,class A (5.0%), Apple, Inc (4.9%), Round One Corp (4.3%), Samsung Electronics Pref 0.9 (4.2%), Eli Lilly & Co. (4.0%). Go to all TVIFX holdings, TVIFX sectors, or TVIFX dividends.
TVIFX can be compared against other funds. Use TVIFX overlap to find shared positions, or TVIFX vs another fund for a side-by-side view. TVIFX alternatives are available via the screener, along with tax-loss harvesting opportunities.