Thomas White American Opportunities Fund Investor Class (TWAOX) Research
The Thomas White American Opportunities Fund Investor Class is mandated to commit at least 80% of its total net assets (including any borrowed funds utilized for investment) to ownership stakes in U.S. companies. These equity holdings can take various forms, such as common shares, preferred shares, and convertible securities. The fund primarily directs its capital towards mid-sized and smaller American enterprises. It's important to note that shares of mid and small-capitalization companies typically exhibit greater price volatility compared to those of larger, more mature corporations.
Market snapshot
- Symbol
- TWAOX
- Price
- $9.03
- Day change
- -0.06%
- Market cap
- $21.9M
- 52-week range
- 16.34-16.98
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Frontier Phocas Small Cap Value Fund Institutional Class (FPSVX)
- American Beacon Bahl & Gaynor Small Cap Growth Fund - Investor Class (GBSPX)
- Janus Henderson Emerging Markets Fund - N Shares (HEMRX)
- Janus Henderson Emerging Markets Fund - T Shares (HEMTX)
- Morgan Stanley Institutional Fund, Inc. Next Gen Emerging Markets Portfolio (MFMPX)
- Morgan Stanley Institutional Fund, Inc. Next Gen Emerging Markets Portfolio Class IS (MSRFX)
- State Street Dynamic Small Cap Fund Class I (SSSJX)
- State Street Dynamic Small Cap Fund Class N (SVSCX)
Open Thomas White American Opportunities Fund Investor Class (TWAOX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.