TVRFX Mutual Fund

TVRFX Mutual Fund (Thornburg American Opportunities Fund Class R3) is managed by Thornburg Investment Management with $9.7M in net assets. TVRFX expense ratio is 1.37%, holding 44 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 2003-07-01.

TVRFX performance shows a YTD return of 10.26%. The 1-year return is 10.54% and the 5-year return is 4.81%.

TVRFX 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 TVRFX holdings, TVRFX sectors, or TVRFX dividends.

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