- What does THOIX invest in?
- This fund endeavors to achieve its investment objectives by predominantly investing in a broad spectrum of equity instruments. These holdings may consist of common shares, preferred shares, and publicly listed real estate investment trusts (REITs). Thornburg Investment Management, Inc., the fund's investment advisor, selects these equity securities based on their assessment of how each security can contribute to the fund's overarching goal.
- What is the expense ratio of THOIX?
- Thornburg Global Opportunities Fund (THOIX) charges an expense ratio of 0.99%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is THOIX?
- Thornburg Global Opportunities Fund (THOIX) manages $1.82B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is THOIX actively managed or an index fund?
- THOIX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was THOIX launched?
- Thornburg Global Opportunities Fund (THOIX) launched in July 2006 and is managed by Thornburg.
- How has THOIX performed?
- THOIX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
