Thornburg American Opportunities FundTVAFX

MUTUAL FUNDThornburg
Type
Mutual fund
Peer group
US equity: mid companies
Net assets
$466.4M
Expense ratio
1.29%
1-year return
+15.2%
3 years, a year
+11.1%
5 years, a year
+3.4%
Holdings
41

What it aims to do.

The Fund seeks long-term capital appreciation by investing in equity and debt securities of all types.

Top 10 holdings.

Holding% of fund
Thornburg Capital Management Fund14.72%
COHR Coherent Corp3.80%
VRT Vertiv Holdings Co3.64%
MTSI MACOM Technology Solutions Holdings Inc3.54%
DCO Ducommun Inc3.40%
Vanguard Small-Cap ETF3.22%
JOBY TechnipFMC PLC3.12%
NFLX Netflix Inc2.59%
XPO XPO Inc2.58%
PNFP Pinnacle Financial Partners Inc2.56%

More on TVAFX.

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