TBWAX : Thornburg Better World International Fund Class A

TBWAX is a International Stocks Market Large Blend with HIGH fees.

TBWAX

Thornburg Better World International Fund Class A

FI Score

21 /100

Expense Ratio Rating

1 /10

Expense Rating

0 /10

Market Score

2 /10

Category Score

10 /10

Market Size

2 /10

21% FI Score
  • tbwax
  • Mutual Fund
  • International Stocks
  • Large Blend

Thornburg Better World International Fund Class A

Expenses: 1.82% (Better than 0% of similar funds)

This is a bad choice for a Large Blend International Stocks fund. See why ยป

Fund Summary

The investment seeks long-term capital appreciation. The fund invests primarily in a broad range of foreign equity securities or depository receipts of foreign equity securities. When considering investments for the fund, the fund's investment advisor combines fundamental research on issuers with analysis of those environmental, social and governance ("ESG") characteristics that the advisor identifies as significant. It may invest in any stock or other equity security which Thornburg believes may assist the fund in pursuing its goal, including common stocks, preferred stocks and publicly traded real estate investment trusts.

Largest Holdings

Amount Holding
4.77% Thornburg Capital Management
4.50% Tencent Holdings Ltd
4.47% Alibaba Group Holding Ltd ADR
3.49% Sony Corp
3.11% AIA Group Ltd
3.01% Fresenius Medical Care AG & Co. KGaA
2.71% Enel SpA
2.47% Nomad Foods Ltd
2.42% Takeda Pharmaceutical Co Ltd
2.15% Thermo Fisher Scientific Inc
2.14% CRH PLC
2.13% Reckitt Benckiser Group PLC
2.06% Infineon Technologies AG
2.04% Visa Inc Class A
2.00% Meituan Dianping
1.97% NN Group NV
1.97% SAP SE
1.94% Taiwan Semiconductor Manufacturing Co Ltd ADR
1.86% Kao Corp
1.80% Siemens AG
1.79% B&M European Value Retail SA
1.79% Deutsche Telekom AG
1.77% Roche Holding AG Dividend Right Cert.
1.75% Alstom SA
1.69% AXA SA

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo