THOCX Mutual Fund

THOCX Mutual Fund (Thornburg Global Opportunities Fund Class C Shares) is managed by Thornburg Investment Management with $26.5M in net assets. THOCX expense ratio is 2.16%, holding 42 positions across sectors including Financials, Communication Services, Consumer Discretionary. Inception date: 2006-07-28.

THOCX performance shows a YTD return of 9.81%. The 1-year return is 17.94% and the 5-year return is 12.91%. THOCX dividend yield stands at 0.12%.

THOCX top holdings include Samsung Electronics (Equity) (5.5%), Tsmc (5.1%), Alphabet Inc (4.6%), Schwab Strategic T (3.8%), Orange Sa (France) (3.7%). Go to all THOCX holdings, THOCX sectors, or THOCX dividends.

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