TSUMX Mutual Fund
TSUMX Mutual Fund
Thornburg Summit Fund Class I
TSUMX Mutual Fund Overview
TSUMX Mutual Fund (Thornburg Summit Fund Class I) is managed by Thornburg Investment Management with $94.4M in net assets. TSUMX expense ratio is 0.70%, holding 211 positions across sectors including Unknown, Other, Financials. Inception date: 2019-03-01.
TSUMX performance shows a YTD return of 5.01%. The 1-year return is 18.62% and the 5-year return is 12.05%. TSUMX dividend yield stands at 6.47%, paid quarterly.
TSUMX top holdings include Zegona Communications Plc (3.7%), Samsung Electronics (Equity) (3.2%), Tsmc (2.9%), Us Treasury N/B 11/35 4 (2.6%), Orange S.A. (2.3%). View all TSUMX holdings, sector breakdown, or dividend history.
TSUMX can be compared against other funds using the overlap calculator or side-by-side comparison tool. TSUMX alternatives are available via the screener, along with tax-loss harvesting opportunities.