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.
Thornburg American Opportunities Fund ETF Class TAOZ
Morningstar’s Analysis TAOZ
Will TAOZ outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- 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 |