Thornburg Global Opportunities Fund Quote
| THOGX Fund | USD 38.02 0.09 0.24% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Thornburg Global is trading at 38.02 as of the 3rd of December 2024; that is 0.24% up since the beginning of the trading day. The fund's open price was 37.93. Thornburg Global has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Thornburg Global Opportunities are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 9th of December 2023 and ending today, the 3rd of December 2024. Click here to learn more.
The fund pursues its investment goal by investing primarily in a broad range of equity securities, including common stocks, preferred stocks and publicly traded real estate investment trusts. It may invest in any stock or other equity security which its investment advisor, Thornburg Investment Management, Inc. More on Thornburg Global Opportunities
Moving together with Thornburg Mutual Fund
Thornburg Mutual Fund Highlights
| Fund Concentration | Thornburg Funds, Large Value Funds, World Large-Stock Blend Funds, World Large-Stock Blend, Thornburg (View all Sectors) |
| Update Date | 31st of December 2024 |
Thornburg Global Opportunities [THOGX] is traded in USA and was established 3rd of December 2024. Thornburg Global is listed under Thornburg category by Fama And French industry classification. The fund is listed under World Large-Stock Blend category and is part of Thornburg family. This fund at this time has accumulated 1.97 B in assets with no minimum investment requirementsThornburg Global Opp is currently producing year-to-date (YTD) return of 14.62% with the current yeild of 0.02%, while the total return for the last 3 years was 7.49%.
Check Thornburg Global Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Thornburg Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Thornburg Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Thornburg Global Opportunities Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Thornburg Global Opportunities Mutual Fund Constituents
| TMUS | T Mobile | Stock | Communication Services | |
| BIDU | Baidu Inc | Stock | Communication Services | |
| CF | CF Industries Holdings | Stock | Materials | |
| ABBV | AbbVie Inc | Stock | Health Care | |
| BABA | Alibaba Group Holding | Stock | Consumer Discretionary | |
| C | Citigroup | Stock | Financials | |
| COF | Capital One Financial | Stock | Financials | |
| GDS | GDS Holdings | Stock | Industrials |
Thornburg Global Opp Risk Profiles
| Mean Deviation | 0.509 | |||
| Standard Deviation | 0.7097 | |||
| Variance | 0.5036 | |||
| Risk Adjusted Performance | (0.03) |
Thornburg Global Against Markets
Other Information on Investing in Thornburg Mutual Fund
Thornburg Global financial ratios help investors to determine whether Thornburg Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Thornburg with respect to the benefits of owning Thornburg Global security.
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