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Thornburg Global Opportunities Fund Class A (THOAX)

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38.19 -0.34    -0.88%
07:00:00 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Underlying:  MSCI ACWI Net USD
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 333.19M
Thornburg Global Opportunities A 38.19 -0.34 -0.88%

Thornburg Global Opportunities Fund Class A Overview

 
Find basic information about the Thornburg Global Opportunities Fund Class A mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add THOAX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: US8852153431)
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Rating
1-Year Change17.51%
Prev. Close38.53
Risk Rating
TTM Yield1.59%
ROE15.40%
IssuerN/A
Turnover4.91%
ROA7.42%
Inception Date38926
Total Assets333.19M
Expenses1.30%
Min. Investment5,000
Market Cap95.43B
CategoryWorld Large - Stock Blend
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1145 1008 1314 1204 1825 2225
Fund Return 14.51% 0.78% 31.36% 6.38% 12.79% 8.33%
Place in category 132 287 106 59 20 90
% in Category 42 78 34 20 5 54

Top Equity Funds by Thornburg

  Name Rating Total Assets YTD% 3Y% 10Y%
  Thornburg Investment Income Builder 8.33B 13.59 8.62 7.05
  Thornburg Investment Income BuildeA 4.3B 13.40 8.38 6.76
  Thornburg Limited-Term Muni Inst 1.85B 1.44 0.39 1.32
  Thornburg International Value I 1.67B 15.43 3.58 6.93
  Thornburg Global Opportunities I 788.9M 14.81 6.70 8.66

Top Funds for World Large-Stock Blend Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  American Funds Capital World Gr&Inc 58.11B 13.45 4.80 7.98
  American Funds Capital World Gr R6 36.42B 13.75 5.15 8.34
  Templeton Growth Adv 194.73M 6.78 4.55 4.25
  Templeton Growth R 53.03M 6.35 4.03 3.73
  Templeton Growth R6 291.89M 6.83 4.60 4.33

Top Holdings

Name ISIN Weight % Last Change %
  Meta Platforms US30303M1027 6.07 580.00 -0.82%
  Alphabet A US02079K3059 4.69 178.88 -1.51%
  Bank Ireland IE00BD1RP616 4.06 8.59 -0.35%
  Samsung Electronics Co KR7005930003 3.85 51,200 +1.19%
  Reliance Industries INE002A01018 3.69 1,256.30 +0.34%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Strong Sell Neutral Buy
Technical Indicators Strong Sell Sell Strong Buy
Summary Strong Sell Neutral Strong Buy
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