THCRX Mutual Fund
THCRX Mutual Fund
Thornburg Investment Trust Small/Mid Cap Growth Fd Cl R3

THCRX Mutual Fund Overview
THCRX Mutual Fund (Thornburg Investment Trust Small/Mid Cap Growth Fd Cl R3) is managed by Thornburg Investment Management with $10.6M in net assets. THCRX expense ratio is 1.45%, holding 45 positions across sectors including Information Technology, Industrials, Health Care. Inception date: 2003-07-01.
THCRX performance shows a YTD return of -2.16%. The 1-year return is -0.76% and the 5-year return is 4.31%.
THCRX 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 THCRX holdings, sector breakdown, or dividend history.
THCRX can be compared against other funds using the overlap calculator or side-by-side comparison tool. THCRX alternatives are available via the screener, along with tax-loss harvesting opportunities.