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Thornburg Global Opportunities R5 (THOFX) Fund Ranking and Research

Ranking, Research and Recommendation of Thornburg Global Opportunities R5 (THOFX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Thornburg Global Opportunities R5 Fund (THOFX) ManagerFund Manager - Brian J. McMahon

Fund Manager Information

Fund Manager Tenure: 13.4 years
Similar Funds: THOAX  THOCX  THOIX  THORX  THOVX 
Fund Family: Thornburg
Fund Category: World Stock
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A+ (Score: 0.84)     (What does this score mean?)

 

Graph of Thornburg Global Opportunities R5 Fund (THOFX) ProfileThornburg Global Opportunities R5 Fund (THOFX) Profile

Fund Profile and Description

Thornburg Global Opportunities R5 Fund seeks long-term capital appreciation by investing in equity and debt securities of all types from issuers around the world. Thornburg Global Opportunities R5 Fund invests primarily in a broad range of equity securities, including common stocks, preferred stocks, real estate investment trusts, and other equity trusts. It may invest in any equity security which the investment advisor believes may assist the Fund in pursuing its goals, including smaller companies with market capitalizations of less than $500 million.

 

Thornburg Global Opportunities R5 (THOFX) Fund Strength What we like about Thornburg Global Opportunities R5 (THOFX) Fund

Data for Thornburg Global Opportunities R5 Fund (THOFX) as of May 30, 2016

  • Thornburg Global Opportunities R5 Fund (THOFX) management has been with Thornburg Global Opportunities R5 Fund for 13.4 years
  • Thornburg Global Opportunities R5 Fund (THOFX) has good mid-term performance (3-year return 11.03% vs 5.54% World Stock category median performance)
  • Thornburg Global Opportunities R5 Fund (THOFX) has good Long-term performance (5-year return 8.82% vs 5.54% World Stock category median performance)
  • Thornburg Global Opportunities R5 Fund (THOFX) ratio of up-years vs down years is greater than 2
  • Thornburg Global Opportunities R5 Fund (THOFX) has a Morningstar rating of 4 and above
  • Thornburg Global Opportunities R5 Fund (THOFX) has an annual stock turnover rate of 45.41% vs World Stock average of 47.65%. It is good that Thornburg Global Opportunities R5 management does not trade extensively for its return.
  • Thornburg Global Opportunities R5 Fund (THOFX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.87, lower than category average of 12.23
  • Thornburg Global Opportunities R5 Fund (THOFX) has a lower expense ratio than its World Stock average: 0.98% vs 1.28%
  • Thornburg Global Opportunities R5 Fund (THOFX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Thornburg Global Opportunities R5 Fund (THOFX) Weakness What we are cautious about Thornburg Global Opportunities R5 (THOFX) Fund

Data for Thornburg Global Opportunities R5 Fund (THOFX) as of May 30, 2016

  • Thornburg Global Opportunities R5 Fund (THOFX) has a less-than-ideal short-term performance (1-year return -9.39% vs -5.49% World Stock category median performance)
See Thornburg Global Opportunities R5 Fund (THOFX) performance details as of May 30, 2016

 

What do you think?

 

Compare Thornburg Global Opportunities R5 Fund (THOFX)Compare with other top World Stock category mutual funds

Aadditional top World Stock mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Thornburg Global Opportunities R5-0.82-9.3911.038.82
Harbor Global Growth Instl (HGGAX)0.19-2.668.678.45Compare
VY Morgan Stanley Global Franchise A (IGFAX)5.175.327.528.58Compare
Columbia Select Global Equity A (IGLGX)2.741.016.585.54Compare

See top fund managers for World Stock Category Funds

 

Compare Thornburg Global Opportunities R5 Fund (THOFX)Compare with World Stock category ETFs

Some World Stock ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares MSCI All Country World Mini Vol (ACWV)6.45%4.47%9.19%
First Trust Dow Jones Global Sel Div ETF (FGD)000
SPDR Global Dow ETF (DGT)0.96%-7.06%4.45%
WisdomTree Global Equity Income ETF (DEW)5.57%-5.89%1.79%
iShares MSCI ACWI (ACWI)2.11%-5.39%5.46%

 

Graph of Thornburg Global Opportunities R5 Fund (THOFX) Net Asset TrackingThornburg Global Opportunities R5 (THOFX) Fund Net Asset

Track net asset change of Thornburg Global Opportunities R5 fund (THOFX)

DateNet Asset
05/2016$2.28B
03/2016$2.21B
02/2016$2.33B
More historic net asset information on Thornburg Global Opportunities R5 Fund (THOFX)

  

Graph of Thornburg Global Opportunities R5 Fund (THOFX) Portfolio TrackingThornburg Global Opportunities R5 (THOFX) Fund Portfolio Allocation

Track portfolio allocation change of Thornburg Global Opportunities R5 fund (THOFX)

DateCashStockBondOther
04/20165.61%93.83%0.16%0.4%
02/20163.99%95.28%0.29%0.44%
01/20160%92.81%0%7.19%
Click here to see more historic asset allocation information on Thornburg Global Opportunities R5 Fund (THOFX)

 

graph of Thornburg Global Opportunities R5 Fund (THOFX) Top 10 Position TrackingTop 10 Holdings in Thornburg Global Opportunities R5 (THOFX) Fund

Discover what Thornburg Global Opportunities R5 Fund (THOFX) manager is buying

Apr 29, 2016
Level 3 Communications, Inc. Co [6.25%]
Thornburg Capital Management [6.14%]
Aena SA [5.69%]
VEREIT, Inc. Common Stock [5.38%]
T-Mobile US, Inc. [4.98%]
Mondelez International, Inc. [4.71%]
Alphabet Inc. [4.69%]
Baidu, Inc. [4.3%]
Allergan plc Ordinary Shares [3.91%]
InterXion Holding N.V. Ordinary [3.9%]

Feb 28, 2016
Level 3 Communications, Inc. Co [6.21%]
VEREIT, Inc. Common Stock [5.19%]
Alphabet Inc. [5.07%]
InterXion Holding N.V. Ordinary [4.93%]
Aena SA [4.83%]
T-Mobile US, Inc. [4.82%]
Mondelez International, Inc. [4.75%]
Thornburg Capital Management [4.72%]
Allergan plc Ordinary Shares [4.46%]
Numericable-SFR SA [4.31%]

Jan 30, 2016
Thornburg Invt Tr [7.19%]
Level 3 Communications, Inc. Co [5.91%]
Aena SA [5.75%]
T-Mobile US, Inc. [4.88%]
Alphabet Inc. [4.85%]
InterXion Holding N.V. Ordinary [4.85%]
Mondelez International, Inc. [4.79%]
Allergan plc Ordinary Shares [4.79%]
VEREIT, Inc. Common Stock [4.73%]
Numericable-SFR SA [4.44%]
Click here for Stock Holding Change Map in Thornburg Global Opportunities R5 Fund (THOFX)

  

Latest News on Thornburg Global Opportunities R5 (THOFX) Fund

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Thornburg Global Opportunities R5 Fund (THOFX) Related ResourcesSee more information on Thornburg Global Opportunities R5 (THOFX) Fund

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