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Thornburg Global Opportunities R5 (THOFX)

25.59 Up 0.09(0.35%) Nov 26
Prev Close:25.59
YTD Return*:15.16%
Net Assets*:880.28M
Yield*:0.66%

* As of 31-Oct-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for THOFX at this time.

Top Holdings

Symbol% AssetsYTD Return %
VRX.TO5.4513.16
LVLT4.8540.70
BTDPF.L4.698.57
C4.442.69
INXN4.3815.25

Fund Basics

Morningstar Overall Rating:
Total Assets:880.28M
Category:World Stock
Annual Report Expense Ratio (net):0.99%

Performance & Risk

YTD Return:15.16%
5y Avg Return:15.76%
Rank in Category (ytd):2
% Rank in Category (ytd):0.17%
Beta (3y):0.72
Morningstar Risk Rating:4

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 invests primarily in a broad range of equity securities, including common stocks, preferred stocks, real estate investment trusts, and other equity trusts. It may invest in any equity securities which the investment adviser believes may assist the fund invests in pursuing its goals, including smaller companies with market capitalization of less than $500 million. View More
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