Thornburg Summit FundTSUMX

MUTUAL FUNDThornburg
Type
Mutual fund
Peer group
Allocation
Net assets
$105.7M
Expense ratio
0.70%
1-year return
+21.7%
3 years, a year
+13.8%
5 years, a year
+8.6%
Holdings
211

What it aims to do.

The Fund seeks to grow real wealth over time.

Top 10 holdings.

Holding% of fund
JOBY Zegona Communications plc3.72%
JOBY Samsung Electronics Co Ltd3.19%
JOBY Taiwan Semiconductor Manufacturing Co Ltd2.94%
United States Treasury2.59%
JOBY Orange SA2.32%
C Citigroup Inc2.13%
AMZN Amazon.com Inc2.12%
JOBY Shell PLC1.94%
CIGI Colliers International Group Inc1.89%
GOOGL Alphabet Inc1.79%

More on TSUMX.

Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.