THORX Mutual Fund

THORX Mutual Fund (Thornburg Global Opportunities Fund Class R3) is managed by Thornburg Investment Management with $3.6M in net assets. THORX expense ratio is 1.49%, holding 43 positions across sectors including Financials, Communication Services, Consumer Discretionary. Inception date: 2008-02-01.

THORX performance shows a YTD return of 13.29%. The 1-year return is 31.16% and the 5-year return is 13.50%. THORX dividend yield stands at 5.20%, paid annually.

THORX top holdings include Samsung Electronics Ltd. (7.2%), Taiwan Semiconductor Manufacturing Co Ltd (5.4%), Alphabet A Usd 0.001 (4.8%), Citigroup Inc. (4.0%), Zegona Communications Plc (4.0%). Go to all THORX holdings, THORX sectors, or THORX dividends.

THORX can be compared against other funds. Use THORX overlap to find shared positions, or THORX vs another fund for a side-by-side view. THORX alternatives are available via the screener, along with tax-loss harvesting opportunities.