TVIFX Mutual Fund

TVIFX Mutual Fund (Thornburg American Opportunities Fund Class I) is managed by Thornburg Investment Management with $204.9M in net assets. TVIFX expense ratio is 0.87%, holding 44 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 1998-11-02.

TVIFX performance shows a YTD return of 10.65%. The 1-year return is 11.04% and the 5-year return is 5.20%.

TVIFX top holdings include Alphabet Inc (5.3%), Apple, Inc (5.0%), Round One Corp (4.3%), Meta Platforms Inc (4.3%), Samsung Electronics Pref 0.9 (4.2%). Go to all TVIFX holdings, TVIFX sectors, or TVIFX dividends.

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