Thornburg Global Opportunities Fund Class R5 (THOFX)

$40.80
A Fund
-- Sector
Fund TypeMutual Fund
Fund CategoryGlobal & Intl. Equity
Fund BenchmarkEurope
Fund Snapshot Risk (%) Beta * YTD Return Alpha Expenses
Thornburg Global Opportunities Fund Class R5 31 0.86 14.38% 16.46% 0.99%
Europe 32 0.85 12.24% - -

* Beta values calculated against the Russell 3000 Index; Alpha against the fund's benchmark.

Performance & Return

Period Investment Benchmark Alpha
1 Day 0.00% 0.00% 0.00%
3 Months 2.18% 1.91% 0.27%
Year-to-Date 14.38% 12.24% 2.14%
1 Year 24.47% 27.57% -3.11%

Risk, Fees & Styles

(as of 9/30/2020)
RISK PROFILE Help

Fund's Risk

31%

(very high)

Compare to:
Cash (1%)
Bonds(3%)
Bonds & Stocks(8%)
US Stocks (16%)
Inti. (->)

POTENTIAL GAIN & LOSS Help

The fund's risk of 31% means its value in a year is likely to fluctuate within the following ranges:

fund gain loss
FEES Help
  • 0.99%

Typical fees paid for an investment of $10,000 over 10 years:

Total fees paid

$1,246

Real cost (fees + lost compounding)

$1,543

FUND STYLE ANALYSIS Help

Style weight explainability
(of prior year return)
94%

Return in excess of styles
(over past year)
10.70%