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 40.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

5.18 26M
Technology

Alphabet Inc Class A

4.84 24M
Communication Services

Eli Lilly and Co

4.64 23M
Healthcare

Round One Corp

4.56 23M
Consumer Cyclical

IQVIA Holdings Inc

3.79 19M
Healthcare

Meta Platforms Inc Class A

3.70 19M
Communication Services

Samsung Electronics Co Ltd Pfd Registered Shs Non-Voting

3.46 17M
Technology

Colliers International Group Inc Shs Subord Voting

3.38 17M
Real Estate

SharkNinja Inc

3.35 17M
Consumer Cyclical

Constellation Software Inc

3.33 17M
Technology

Sponsor Center