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TFGZThornburg Focus Growth Fund ETF Class

Grow my moneyNewRanked #2,467 of 2,998 in this goal

Seeks long-term growth of capital by investing in equity securities selected for their growth potential.

By Thornburg · Launched 2026

Annual Cost

0.79%

#4,215 of 5,861 · expensive

Fund Size

$237M

#2,225 of 5,861 · mid-size

Return (1Y)Goal

N/A

Track Record

5 months

#5,308 of 5,861 · young

Performance

Total-return NAV · USD
Growth of $10,000
$11,498+15.0%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Smid

Strategy

Active selection

Factor

Growth

Focus

General Innovation

What it actually holds

By weight

Concentration

Top 10 holdings = 44.7% of fundmoderately concentrated

Thornburg Capital Management Fund
7.5%
Argan Inc
6.9%
Vertiv Holdings Co
6.0%
TechnipFMC PLC
4.3%
SiTime Corp
3.7%
Marex Group PLC
3.7%
SharkNinja Inc
3.5%
Casella Waste Systems Inc
3.3%
Insmed Inc
3.2%
Applied Industrial Technologies Inc
2.8%

Asset allocation

Stocks
97.1%
Cash
2.9%

By sector

Technology
38.1%
Communication
16.0%
Industrials
15.4%
Financial Services
13.1%
Healthcare
7.9%
Consumer Cyclical
4.2%
Utilities
2.1%
Consumer Defensive
1.6%
Other
1.7%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
N/A
Max drawdown
-7.5%Mild

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Listing

Exchange
NASDAQ Global Select Market

Full fund details

Objective
Seeks long-term growth of capital by investing in equity securities selected for their growth potential.
Strategy
Actively manages a diversified portfolio of growth companies, investing primarily in domestic equity securities of any size. Focuses on companies with strong earnings growth potential and innovative business models.
Inception date
March 31, 2026
Fund family
Thornburg

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Data updated on 2026-08-04