TCGRX Mutual Fund
TCGRX Mutual Fund
Thornburg Investment Trust Small/Mid Cap Growth Fd Cl R4

TCGRX Mutual Fund Overview
TCGRX Mutual Fund (Thornburg Investment Trust Small/Mid Cap Growth Fd Cl R4) is managed by Thornburg Investment Management with $609,780.3 in net assets. TCGRX expense ratio is 1.20%, holding 45 positions across sectors including Information Technology, Industrials, Health Care. Inception date: 2007-02-01.
TCGRX performance shows a YTD return of -2.13%. The 1-year return is -0.68% and the 5-year return is 4.34%.
TCGRX top holdings include Thornburg Capital Management Fund (7.5%), Argan, Inc. (6.8%), Vertiv Holding Corp (6.0%), Technipfmc Plc (4.3%), Sitime Corp (3.7%). View all TCGRX holdings, sector breakdown, or dividend history.
TCGRX can be compared against other funds using the overlap calculator or side-by-side comparison tool. TCGRX alternatives are available via the screener, along with tax-loss harvesting opportunities.