TIBRX Mutual Fund

TIBRX Mutual Fund (Thornburg Investment Income Builder Fund Class R3) is managed by Thornburg Investment Management with $25.4M in net assets. TIBRX expense ratio is 1.52%, holding 335 positions across sectors including Financials, Communication Services, Information Technology. Inception date: 2005-02-01.

TIBRX performance shows a YTD return of 14.72%. The 1-year return is 23.21% and the 5-year return is 15.71%. TIBRX dividend yield stands at 2.94%, paid quarterly.

TIBRX top holdings include Thornburg Capital Management Fund (7.3%), Orange Sa (5.9%), Tsmc (5.7%), BNP PARIBAS (4.7%), Nn Group Nv (3.9%). Go to all TIBRX holdings, TIBRX sectors, or TIBRX dividends.

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