TVRFX Mutual Fund
TVRFX Mutual Fund
TVRFX Mutual Fund
Thornburg Investment Trust Small/Mid Cap Core Fd Cl R3
TVRFX Mutual Fund Overview
TVRFX Mutual Fund (Thornburg Investment Trust Small/Mid Cap Core Fd Cl R3) is managed by Thornburg Investment Management with $10.3M in net assets. TVRFX expense ratio is 1.37%, holding 41 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2003-07-01.
TVRFX performance shows a YTD return of 8.82%. The 1-year return is 16.03% and the 5-year return is 4.16%.
TVRFX top holdings include Thornburg Capital Management Fund (14.7%), Coherent, Inc (3.8%), Vertiv Holding Corp (3.6%), Macom Technology Solutions Holdings, Inc. (3.5%), Ducommun Incorporated Com (3.4%). Go to all TVRFX holdings, TVRFX sectors, or TVRFX dividends.
TVRFX can be compared against other funds. Use TVRFX overlap to find shared positions, or TVRFX vs another fund for a side-by-side view. TVRFX alternatives are available via the screener, along with tax-loss harvesting opportunities.