THLSX : Thornburg Long/Short Equity Fund Class I

THLSX is a Alternatives Market Short with HIGH fees.

THLSX

Thornburg Long/Short Equity Fund Class I

FI Score

25 /100

Expense Ratio Rating

0 /10

Expense Rating

0 /10

Market Score

7 /10

Category Score

0 /10

Market Size

7 /10

25% FI Score
  • thlsx
  • Mutual Fund
  • Alternatives
  • Short

Thornburg Long/Short Equity Fund Class I

Expenses: 3.44% (Better than 0% of similar funds)

This is a bad choice for a Short Alternatives fund. See why ยป

Fund Summary

The investment seeks long-term capital appreciation. Under normal market conditions the fund pursues its investment goal by investing a significant amount of its assets in long and short positions in a broad range of equity securities. It may invest in any stock or other equity security which the fund's investment advisor, Thornburg Investment Management, Inc. ("Thornburg"), believes may assist the fund in pursuing its goal, including common stocks, preferred stocks, convertible securities, warrants, depositary receipts, and shares in exchange traded funds. The fund is non-diversified.

Largest Holdings

Amount Holding
7.07% Thornburg Capital Management
6.54% Thermo Fisher Scientific Inc
5.84% Alphabet Inc Class C
5.16% Amazon.com Inc
5.06% Starbucks Corp
5.02% China Mobile Ltd
4.86% The Cooper Companies Inc
4.68% Nomad Foods Ltd
4.35% Crown Holdings Inc
4.32% Medtronic PLC
4.27% Comcast Corp Class A
4.14% Facebook Inc A
4.03% Danone SA
3.87% Vestas Wind Systems A/S
3.73% CarMax Inc
3.64% Activision Blizzard Inc
3.43% Allergan PLC
3.30% Mastercard Inc A
2.98% PTC Inc
2.79% Alibaba Group Holding Ltd ADR

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