TXUG is an actively managed fund that aims for long-term capital growth. The investment adviser aims to achieve this by selecting companies of various sizes that exhibit growth characteristics, such as increasing revenues, earnings, and growth potential. The portfolio will typically contain 35-50 issuers and focus on developed markets outside the US. Portfolio selection considers domestic and international economic developments, outlooks for securities markets, interest rates and inflation, the supply and demand for securities, and analysis of specific issuers. To hedge its exposure in any investment into US dollars or other currencies, the fund may use derivative instruments, such as currency forwards.

فئة الأصول

Equity

الجهة المصدرة

Thornburg

موطن التسجيل

US

تاريخ التأسيس

23 يناير 2025

ISIN

US88521L4059