Thornburg Mutual Funds
Thornburg Funds List
The Morningstar Rating for Funds (commonly called the ‘star rating’) is a fund’s rating based on its risk-adjusted returns compared with its category peers. Here we highlight the funds with a 5-star overall rating.
1 to 12 of 12 Results
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Morningstar Sustainability Rating
|
Total Return
YTD
|
Total Return Rank in Category
YTD
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
---|---|---|---|---|---|---|---|---|---|---|
Thornburg Global Opportunities R6 | THOGX | Global Large-Stock Blend | 18.14% | 20 | 0.850% | Above Average | Retirement, Large | $0 | ||
Thornburg Intermediate Municipal Inst | THMIX | Muni National Interm | — | 3.12% | 30 | 0.480% | Average | Institutional | $2.5 Mil | |
Thornburg International Equity A | TGVAX | Foreign Large Blend | 19.61% | 2 | 1.230% | Above Average | Front Load | $5,000 | ||
Thornburg International Equity I | TGVIX | Foreign Large Blend | 19.91% | 2 | 0.900% | Above Average | Institutional | $2.5 Mil | ||
Thornburg International Equity R4 | THVRX | Foreign Large Blend | 19.62% | 2 | 1.160% | Below Average | Retirement, Medium | $0 | ||
Thornburg International Equity R5 | TIVRX | Foreign Large Blend | 19.89% | 2 | 0.900% | High | Retirement, Large | $0 | ||
Thornburg International Equity R6 | TGIRX | Foreign Large Blend | 20.07% | 2 | 0.700% | Below Average | Retirement, Large | $0 | ||
Thornburg Investment Income Builder I | TIBIX | Global Allocation | 14.62% | 8 | 0.920% | Above Average | Institutional | $2.5 Mil | ||
Thornburg Investment Income Builder R5 | TIBMX | Global Allocation | 14.54% | 9 | 1.030% | High | Retirement, Large | $0 | ||
Thornburg Investment Income Builder R6 | TIBOX | Global Allocation | 14.68% | 8 | 0.840% | Average | Retirement, Large | $0 | ||
Thornburg Summit A | TSAMX | Moderate Allocation | 12.70% | 35 | 0.970% | Below Average | Front Load | $5,000 | ||
Thornburg Summit I | TSUMX | Moderate Allocation | 12.90% | 32 | 0.720% | Average | Institutional | $2.5 Mil |
Thornburg Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Rating™ for Funds
Percentile Rank