Upgrade to Finviz Elite: Get our fastest platform speed, real-time data, and unlimited screening & charting. Start Free Trial

Category
US Equities - US Style
Sponsor
Thornburg
Fund Family
Index
-
Index Weighting
Active/Passive
Dividend TTM
-
Dividend Ex-Date
-
Dividend Gr. 3/5Y
- -
Expense
0.79%
Inverse/Leveraged
IPO
Apr 01, 2026
Asset Type
Equities (Stocks)
ETF Type
Bond Type
Average Maturity
Commodity Type
Quant Type
ESG Type
Dividend Type
Structure Type
Growth/Value
Market Cap
Option/Short
No / No
Tags
Tags
Tags
Tags
Tags
Tags
Tags
Sector/Theme
Region
SMA20
2.50%
SMA50
4.93%
SMA200
6.61%
Return% 1Y
-
Return% 3Y
-
Return% 5Y
-
Return% 10Y
Return% SI
Flows% 1M
-0.43%
Flows% 3M
-1.67%
Flows% YTD
-5.46%
Flows% 1Y
Flows% 3Y
Flows% 5Y
Trades
Total Holdings
47
AUM
502.11M
NAV/sh
52W High
92.83 -0.44%
52W Low
80.83 14.35%
Volatility
0.00% 0.11%
ATR (14)
0.62
RSI (14)
66.93
Beta
-
Rel Volume
0.03
Avg Volume
1.62K
Volume
50
Perf Week
0.33%
Perf Month
5.96%
Perf Quarter
10.00%
Perf Half Y
-
Perf YTD
13.88%
Perf Year
-
Perf 3Y
-
Perf 5Y
-
Perf 10Y
-
Prev Close
91.48
Price
92.42
Change %
1.03%
Thornburg American Opportunities Fund is an actively managed, high-conviction U.S. equity strategy that targets long-term capital appreciation by investing in a concentrated portfolio of 30-40 securities identified through fundamental, bottom-up research. The fund maintains a quality-biased valuation discipline, primarily selecting large-cap companies with durable business models and identifiable catalysts for value realization, while retaining the flexibility to invest across all market capitalizations and debt obligations.