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, Other, Financials. Inception date: 2003-07-01.

TVRFX performance shows a YTD return of 9.06%. 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 Corp. (3.8%), Vertiv Holding Corp (3.6%), Macom Technology Solutions H (3.5%), Ducommun Inc (3.4%). View all TVRFX holdings, sector breakdown, or dividend history.

TVRFX can be compared against other funds using the overlap calculator or side-by-side comparison tool. TVRFX alternatives are available via the screener, along with tax-loss harvesting opportunities.