THOAX Rating, Research - Thornburg Global Opportunities A

Thornburg Global Opportunities A (thoax)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 26

Threats + Weaknesses = 14

When strengths & opportunities substantially exceed threats & weaknesses an investment in the thoax mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Thornburg Global Opportunities A (THOAX) Description: THOAX is a mutual fund, which is an investment that owns a basket of assets. The THOAX mutual fund was provided by Thornburg and this investment vehicle derives the majority of its value from equity holdings (stocks). Thornburgs mutual fund has a medium management tenure and is in the small fund size classification. THOAXs minimum initial investment amount is $5000 while the IRA minimum is $2000. THOAXs expense ratio is roughly 2%. The latest THOAXs front end load was 5% and the back end load was 0%. The Thornburg Global Opportunities A (THOAX) mutual fund falls under the world stock category. THOAX focuses its investments in EU and USA and THOAX is not affiliated with a particular industry or fund sector. The Thornburg Global Opportunities A (THOAX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find THOAXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of THOAXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks total return from both capital appreciation and current income. The fund normally invests at least 80% of assets in U.S. and non-U.S. infrastructure-related securities issued by companies involved in the construction, development, financing or operation of infrastructure assets. It may invest at least 40% of net in the securities of issuers located outside the U.S., including in issuers located in emerging markets and frontier markets. The funds non-diversified.

Management Analysis Update

The thoax fund does not have a history of big fund withdrawals. This helps reduce large tax payments to current investors.

Performance Analysis Update