Thornburg American Opportunities Fund ETF Class TAOZ

Medalist Rating as of | See Thornburg Investment Hub

Morningstar’s Analysis TAOZ

Will TAOZ outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Thornburg American Opportunities ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings TAOZ

  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 41.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Alphabet Inc Class A

5.18 25M
Communication Services

Apple Inc

5.05 25M
Technology

Round One Corp

4.45 22M
Consumer Cyclical

Meta Platforms Inc Class A

4.25 21M
Communication Services

Samsung Electronics Co Ltd Pfd Registered Shs Non-Voting

4.24 21M
Technology

Eli Lilly and Co

4.20 21M
Healthcare

IQVIA Holdings Inc

3.65 18M
Healthcare

Charles Schwab Corp

3.57 18M
Financial Services

Coherent Corp

3.45 17M
Technology

Colliers International Group Inc Shs Subord Voting

3.30 16M
Real Estate

Sponsor Center