Unlock stock picks and a broker-level newsfeed that powers Wall Street.
Nasdaq - Delayed Quote USD

Thornburg Global Opportunities R3 (THORX)

35.03
-2.07
(-5.58%)
At close: 8:02:16 PM EDT
Loading Chart for THORX
  • Previous Close 37.10
  • YTD Return 7.11%
  • Expense Ratio 1.50%
  • Category World Large-Stock Blend
  • Last Cap Gain 17.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating --
  • Net Assets 1.27B
  • Beta (5Y Monthly) 0.91
  • Yield 2.29%
  • 5y Average Return --
  • Holdings Turnover 17.07%
  • Last Dividend 0.90
  • Inception Date Feb 1, 2008

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, including smaller companies with market capitalizations of less than $500 million.

Thornburg

Fund Family

World Large-Stock Blend

Fund Category

1.27B

Net Assets

2008-02-01

Inception Date

Performance Overview: THORX

View More

Trailing returns as of 4/3/2025. Category is World Large-Stock Blend.

YTD Return

THORX
7.11%
Category
12.08%
 

1-Year Return

THORX
11.35%
Category
38.01%
 

3-Year Return

THORX
8.62%
Category
12.74%
 

5-Year Return

THORX
18.28%
Category
12.82%
 

People Also Watch

Holdings: THORX

View More

Sector Weightings

SectorTHORX
Technology   12.97%
Energy   8.39%
Industrials   4.28%
Healthcare   1.37%
Real Estate   0.00%
Utilities   0.00%

Recent News: THORX

View More

Research Reports: THORX

View More

Top Mutual Funds