TVIFX Mutual Fund
TVIFX Mutual Fund
TVIFX Mutual Fund
Thornburg Investment Trust Small/Mid Cap Core Fd Cl I
TVIFX Mutual Fund Overview
TVIFX Mutual Fund (Thornburg Investment Trust Small/Mid Cap Core Fd Cl I) is managed by Thornburg Investment Management with $199.4M in net assets. TVIFX expense ratio is 0.87%, holding 41 positions across sectors including Industrials, Financials, Information Technology. Inception date: 1998-11-02.
TVIFX performance shows a YTD return of 9.02%. The 1-year return is 16.50% and the 5-year return is 4.55%.
TVIFX top holdings include Thornburg Capital Management Fund (14.7%), Coherent, Inc (3.8%), Vertiv Co. (3.6%), Macom Technology Solutions Holdings, Inc. (3.5%), Ducommun Incorporated Com (3.4%). 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.