TFGZ

Thornburg$35.30 ()
AUM $7.3MER 0.79%NAV $36.56Holdings

Price Chart

Key Statistics

Previous Close

$35.39

Day Range

N/A

52-Week Range

$30.38$37.97

Avg Volume

326

Dividend Yield

Expense Ratio

0.79%

AUM

$7.3M

Shares Outstanding

6.8M

ETF Grades

?

Sector Breakdown

SectorWeight %
Technology35.40%
Communication Services17.46%
Financial Services14.72%
Industrials12.40%
Healthcare9.81%
Consumer Cyclical4.07%
Utilities1.89%
Consumer Defensive1.39%
Cash & Others1.15%
Energy0.99%
Basic Materials0.73%

Country Allocation

CountryWeight %
United States88.02%
Cayman Islands3.87%
United Kingdom3.56%
Canada2.15%
Other1.47%
Ireland0.93%

Fund Information

Issuer
Thornburg
Category
Technology
Inception Date
Apr 1, 2026
Description
An actively managed exchange-traded fund that seeks long-term capital appreciation through exposure to a narrow portfolio of US growth companies. Holdings are grouped into three baskets: growth industry leaders, consistent growers, and emerging growth companies.

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QQQInvesco QQQ Trust, Series 1$481.71B

The Thornburg Focus Growth Fund (TFGZ) is an exchange-traded fund issued by Thornburg that launched on Apr 1, 2026. It currently manages $7.3M in assets under management. The fund charges an expense ratio of 0.79%. It falls under the Technology category.

Top 10 holdings represent 49.4% of the fund

RankSymbolNameWeight %SharesMarket Value
1GOOGLAlphabet, Inc.12.09%79,955$26.6M
2MSFTMicrosoft Corp.7.22%32,256$15.9M
3AVGOBroadcom, Inc.6.05%36,883$13.3M
4CRDOCredo Technology Group Holding Ltd.3.87%53,044$8.5M
5METAMeta Platforms, Inc.3.80%12,961$8.4M
6MUMicron Technology, Inc.3.44%7,749$7.6M
7MAMastercard, Inc.3.35%13,038$7.4M
8LRCXLam Research Corp.3.33%24,613$7.3M
9SITMSiTime Corp.3.21%11,735$7.1M
10RPRXRoyalty Pharma plc3.05%114,219$6.7M
11MRXMarex Group Ltd.2.60%77,313$5.7M
12VRTVertiv Holdings Co.2.55%22,654$5.6M
13RGENRepligen Corp.2.55%34,130$5.6M
14HEI-AHEICO Corp.2.46%23,275$5.4M
15SPGIS&P Global, Inc.2.43%13,051$5.4M

Detailed Returns

PeriodReturnETF
1D
1W
-1.25%
1M
-7.76%
3M
-3.29%
6M
+15.17%
YTD
+15.17%
1Y
+15.17%
3Y
+15.17%
5Y
+15.17%

Moving Averages

20-Day MA

$36.14

Below 20-Day MA
50-Day MA

$36.08

Below 50-Day MA
200-Day MA

$35.17

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$37.97

Current Price

$35.30

52-Week Low

$30.38

$30.38$37.97

Current Yield

Annual Dividend

Frequency

Last Ex-Date

Dividends

No dividend data available for this ETF.

Category Comparison

MetricTFGZTechnology(1660 ETFs)
Fund Info
Expense Ratio0.79%0.61%
AUM$7.3M$6.83B
Dividend Yield2.94%
Avg Volume326432.5K
Holdings198
Performance
1-Month Return-7.76%+0.01%
6-Month Return+3.15%+8.55%
YTD Return+13.81%
1-Year Return+26.21%

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