THGRX Mutual Fund
THGRX Mutual Fund
Thornburg Investment Trust Small/Mid Cap Growth Fd Cl R5

THGRX Mutual Fund Overview
THGRX Mutual Fund (Thornburg Investment Trust Small/Mid Cap Growth Fd Cl R5) is managed by Thornburg Investment Management with $6.6M in net assets. THGRX expense ratio is 0.95%, holding 45 positions across sectors including Information Technology, Industrials, Health Care. Inception date: 2005-10-03.
THGRX performance shows a YTD return of 5.83%. The 1-year return is -0.24% and the 5-year return is 4.31%.
THGRX 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 THGRX holdings, sector breakdown, or dividend history.
THGRX can be compared against other funds using the overlap calculator or side-by-side comparison tool. THGRX alternatives are available via the screener, along with tax-loss harvesting opportunities.