TBWIX Mutual Fund

TBWIX Mutual Fund (Thornburg Better World International Fund Class I) is managed by Thornburg Investment Management with $389.5M in net assets. TBWIX expense ratio is 0.90%, holding 50 positions across sectors including Information Technology, Financials, Consumer Discretionary. Inception date: 2015-09-30.

TBWIX performance shows a YTD return of 2.74%. The 1-year return is 7.84% and the 5-year return is 4.95%. TBWIX dividend yield stands at 1.48%, paid annually.

TBWIX top holdings include Thornburg Capital Management Fund (5.0%), Taiwan Semiconductor Manufacturing Co Ltd (4.5%), Bnp Paribas Sa (4.0%), Endesa Sa - Common (3.9%), ING GROEP NV (3.8%). Go to all TBWIX holdings, TBWIX sectors, or TBWIX dividends.

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