TVIRX Mutual Fund
TVIRX Mutual Fund
TVIRX Mutual Fund
Thornburg Investment Trust Small/Mid Cap Core Fd Cl R4
TVIRX Mutual Fund Overview
TVIRX Mutual Fund (Thornburg Investment Trust Small/Mid Cap Core Fd Cl R4) is managed by Thornburg Investment Management with $2.8M in net assets. TVIRX expense ratio is 1.12%, holding 41 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 2007-02-01.
TVIRX performance shows a YTD return of 8.91%. The 1-year return is 16.20% and the 5-year return is 4.28%.
TVIRX 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 TVIRX holdings, TVIRX sectors, or TVIRX dividends.
TVIRX can be compared against other funds. Use TVIRX overlap to find shared positions, or TVIRX vs another fund for a side-by-side view. TVIRX alternatives are available via the screener, along with tax-loss harvesting opportunities.