About THOFX
Thornburg Global Opportunities Fund Class R5 is a globally diversified mutual fund focused on long-term capital appreciation. The fund invests primarily in equity securities of companies from both developed and emerging markets, seeking opportunities across sectors and geographies without significant regional constraints. Its portfolio features a blend of growth and value stocks, typically emphasizing large-cap companies while maintaining a concentrated approach with around 39 holdings. The fund’s strategy is benchmarked against the MSCI All Country World Index (ACWI), ensuring broad global exposure and a disciplined comparison to global equity performance.
Managed by an experienced team at Thornburg Investment Management, the fund stands out for its high active share, reflecting a conviction-driven selection process. The portfolio has notable positions in sectors such as technology, financial services, energy, and communication services, with significant holdings in renowned companies like Meta Platforms, Alphabet, Samsung Electronics, and BNP Paribas. The fund’s annual turnover rate is relatively low, indicating a long-term investment approach. With assets exceeding $1 billion, Thornburg Global Opportunities Fund Class R5 plays a significant role in the global large-stock blend category, offering investors access to a thoughtfully curated set of international opportunities for capital growth.
Fund Family Thornburg
Category World Large-Stock Blend
Performance Rating High
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol THOFX
Share Class - Class R5
Index MSCI AC World NR USD
THOFX had a total return of 29.24% in the past year, including dividends. Since the fund's
inception, the average annual return has been 14.13%.
