TVIRX Mutual Fund

TVIRX Mutual Fund (Thornburg American Opportunities Fund Class R4) is managed by Thornburg Investment Management with $2.5M in net assets. TVIRX expense ratio is 1.12%, holding 44 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 2007-02-01.

TVIRX performance shows a YTD return of 10.44%. The 1-year return is 10.76% and the 5-year return is 4.93%.

TVIRX 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 TVIRX holdings, TVIRX sectors, or TVIRX dividends.

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