THOAX : Thornburg Global Opportunities Fund Class A

THOAX is a Allocation Market Total World with HIGH fees.

THOAX

Thornburg Global Opportunities Fund Class A

FI Score

42 /100

Expense Ratio Rating

3 /10

Expense Rating

0 /10

Market Score

7 /10

Category Score

5 /10

Market Size

7 /10

42% FI Score
  • thoax
  • Mutual Fund
  • Allocation
  • Total World

Thornburg Global Opportunities Fund Class A

Expenses: 1.31% (Better than 0% of similar funds)

This is a bad choice for a Total World Allocation fund. See why ยป

Fund Summary

The investment seeks long-term capital appreciation by investing in equity and debt securities of all types from issuers around the world. The fund pursues its investment goal by investing primarily in a broad range of equity securities, including common stocks, preferred stocks and publicly traded real estate investment trusts. It may invest in any stock or other equity security which its investment advisor, Thornburg Investment Management, Inc. ("Thornburg"), believes may assist the fund in pursuing its goal.

Largest Holdings

Amount Holding
6.30% Reliance Industries Ltd
5.93% Facebook Inc A
5.54% Alphabet Inc A
4.87% Alibaba Group Holding Ltd ADR
4.81% Qorvo Inc
4.42% Capital One Financial Corp
4.22% Vestas Wind Systems A/S
4.20% Samsung Electronics Co Ltd
4.18% Thornburg Capital Management
4.15% GDS Holdings Ltd ADR
4.13% Citigroup Inc
3.89% Atlantia SpA
3.72% AbbVie Inc
3.67% OCI NV
3.52% NN Group NV
3.44% T-Mobile US Inc
3.00% Mineral Resources Ltd
2.98% China Mobile Ltd
2.76% Roche Holding AG Dividend Right Cert.
2.44% Sea Ltd ADR
2.21% DaVita Inc
2.14% Ryanair Holdings PLC ADR
2.13% Charles Schwab Corp
2.02% CF Industries Holdings Inc
1.77% Taiwan Semiconductor Manufacturing Co Ltd

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