Thornburg Global Opportunities Fund

Shareclass

Thornburg Global Opportunities R4 (THOVX)

Type

Open-end mutual fund

Manager

Thornburg

Gender equality score

/ 100 points

Overall score

Average Equileap Gender Equality Score of fund holdings, weighted by market value

Group ranking

84.1

percentile

Universe: Groups

Group: International Equity Funds

Ranking: 175 out of 1,094 funds

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Groups

Environment

Fossil fuels

Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation

Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Social

Gender equality

Gender equality group ranking, based on Equileap company data

Civilian firearms

Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex

Investments in prisons and borders industry, including private prison operators

Military weapons

Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

Tobacco

Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

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Top scoring holdings

The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. Orange SA
3.67% of assets
$47M invested
2. BNP Paribas Act. Cat.A
4.13% of assets
$52.95M invested
3. Shell PLC
2.45% of assets
$31.46M invested
4. Citigroup Inc
4.73% of assets
$60.57M invested
5. NN Group NV
2.37% of assets
$30.33M invested
6. Tesco PLC
1.85% of assets
$23.69M invested
7. Deutsche Telekom AG
2.18% of assets
$27.97M invested
8. Mercedes-Benz Group AG
1.94% of assets
$24.89M invested
9. TotalEnergies SE
2.74% of assets
$35.09M invested
10. SAP SE
4.03% of assets
$51.71M invested

Bottom scoring holdings

The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. Galaxy Entertainment Group Ltd
2.39% of assets
$30.6M invested
2. Builders FirstSource Inc
0.92% of assets
$11.84M invested
3. Techtronic Industries Co Ltd
2.04% of assets
$26.19M invested
4. Charles Schwab Corp
4.03% of assets
$51.67M invested
5. CACI International Inc Class A
1.75% of assets
$22.48M invested
6. Booking Holdings Inc
2.65% of assets
$33.96M invested
7. Mineral Resources Ltd
0.66% of assets
$8.49M invested
8. Capital One Financial Corp
1.88% of assets
$24.04M invested
9. TJX Companies Inc
2.61% of assets
$33.48M invested
10. Barratt Redrow PLC
2.23% of assets
$28.6M invested

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Financial performance

Performance data provided by

Find more financial data on THOVX at Morningstar.com

Gender Equality and Returns

Returns chart for Thornburg Global Opportunities Fund

Enlarge

The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.

Benchmarking tool

Current fund

THOVX

Thornburg Global Opportunities Fund

Family

Thornburg

Category

Global Large-Stock Blend

Find another fund

vs.

Benchmark

ACWI

iShares MSCI ACWI ETF

Family

iShares from BlackRock

Category

Global Large-Stock Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

1.23% less in annualized returns

Higher overall gender equality score

3 / 100 points higher

Higher gender balance in leadership and workforce score

1 / 40 points higher

Higher equal compensation and work life balance score

2 / 30 points higher

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

THOVX

Thornburg Global Opportunities Fund

Family

Thornburg

Category

Global Large-Stock Blend

Find another fund

vs.

Benchmark

ACWI

iShares MSCI ACWI ETF

Family

iShares from BlackRock

Category

Global Large-Stock Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

1.23% less in annualized returns

Higher overall gender equality score

3 / 100 points higher

Higher gender balance in leadership and workforce score

1 / 40 points higher

Higher equal compensation and work life balance score

2 / 30 points higher

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

THOVX

Thornburg Global Opportunities Fund

Family

Thornburg

Category

Global Large-Stock Blend

Find another fund

vs.

Benchmark

ACWI

iShares MSCI ACWI ETF

Family

iShares from BlackRock

Category

Global Large-Stock Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

1.23% less in annualized returns

Higher overall gender equality score

3 / 100 points higher

Higher gender balance in leadership and workforce score

1 / 40 points higher

Higher equal compensation and work life balance score

2 / 30 points higher

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Month-end trailing returns

Performance as of date: 3/31/25

Morningstar suggested benchmark: MSCI ACWI NR USD

Annualized returns

Gender-lens analysis

1-yr

3-yr

5-yr

10-yr

This fund
THOVX - Thornburg Global Opportunities Fund

11%

8.7%

18%

7.76%

58 / 100 points

Benchmark

7.43%

7.17%

15%

8.99%

55 / 100 points

Fund compared to benchmark

4.01%

1.53%

3.1%

-1.23%

3 / 100 points higher

Find more financial data on THOVX at Morningstar.com

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