THOGX Mutual Fund

THOGX Mutual Fund (Thornburg Global Opportunities Fund Class R6) is managed by Thornburg Investment Management with $127.7M in net assets. THOGX expense ratio is 0.89%, holding 42 positions across sectors including Financials, Communication Services, Consumer Discretionary. Inception date: 2017-04-10.

THOGX performance shows a YTD return of 10.78%. The 1-year return is 19.38% and the 5-year return is 14.32%. THOGX dividend yield stands at 1.24%.

THOGX 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 THOGX holdings, THOGX sectors, or THOGX dividends.

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