Morningstar

Thornburg Mutual Funds

View all of Thornburg’s mutual funds and start searching for your next investment. Below are pre-screened investment lists to kickstart the process. All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.

Thornburg Mutual Funds List

1 to 25 of 108 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Portfolio ESG Risk Rating
Total Return
YTD
Total Return Rank in Category (Day End)
YTD, Day End
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
Thornburg Investment Income Builder Fund Class R6TIBOXGlobal Moderately Aggressive Allocation
16.48%10.830%Above AverageRetirement, Large$0
Thornburg Investment Income Builder Fund Class R3TIBRXGlobal Moderately Aggressive Allocation
15.83%21.520%HighRetirement, Medium$0
Thornburg Summit Fund Class ITSUMXGlobal Moderate Allocation
9.96%250.700%AverageInstitutional$3M
Thornburg Global Opportunities Fund Class ITHOIXGlobal Large-Stock Blend
8.48%760.990%Above AverageInstitutional$3M
Thornburg International Equity Fund Class ITGVIXForeign Large Blend
9.60%580.900%Above AverageInstitutional$3M
Thornburg International Equity Fund Class R6TGIRXForeign Large Blend
9.75%560.720%AverageRetirement, Large$0
Thornburg International Equity Fund Class R5TIVRXForeign Large Blend
9.58%580.900%HighRetirement, Large$0
Thornburg Investment Income Builder Fund Class R5TIBMXGlobal Moderately Aggressive Allocation
16.28%11.020%HighRetirement, Large$0
Thornburg Investment Income Builder Fund Class ATIBAXGlobal Moderately Aggressive Allocation
16.21%21.150%Above AverageFront Load$1,000
Thornburg Global Opportunities Fund Class R5THOFXGlobal Large-Stock Blend
8.49%760.990%HighRetirement, Large$0
Thornburg Global Opportunities Fund Class ATHOAXGlobal Large-Stock Blend
8.21%781.330%HighFront Load$1,000
Thornburg Investment Income Builder Fund Class R4TIBGXGlobal Moderately Aggressive Allocation
16.05%21.270%AverageRetirement, Medium$0
Thornburg Investment Income Builder Fund Class ITIBIXGlobal Moderately Aggressive Allocation
16.38%10.910%Above AverageInstitutional$3M
Thornburg Global Opportunities Fund Class R4THOVXGlobal Large-Stock Blend
8.24%771.240%AverageRetirement, Medium$0
Thornburg Global Opportunities Fund Class R6THOGXGlobal Large-Stock Blend
8.57%750.890%Above AverageRetirement, Large$0
Thornburg Global Opportunities Fund Class R3THORXGlobal Large-Stock Blend
8.07%781.490%HighRetirement, Medium$0
Thornburg Investment Income Builder Fund Class CTIBCXGlobal Moderately Aggressive Allocation
15.39%31.900%HighLevel Load$1,000
Thornburg Intermediate Municipal Fund Class ITHMIXMuni National Interm—0.06%210.480%AverageInstitutional$3M
Thornburg Summit Fund - Class ATSAMXGlobal Moderate Allocation
9.63%260.950%Below AverageFront Load$1,000
Thornburg Limited Term U.S. Government Fund Class ILTUIXGovernment Mortgage-Backed Bond—−0.64%320.670%HighInstitutional$3M
Thornburg International Equity Fund Class CTHGCXForeign Large Blend
8.68%711.900%AverageLevel Load$1,000
Thornburg International Equity Fund Class ATGVAXForeign Large Blend
9.36%631.150%AverageFront Load$1,000
Thornburg Strategic Income Fund Class ITSIIXMultisector Bond—0.38%430.600%Below AverageInstitutional$3M
Thornburg Strategic Municipal Income Fund Class ATSSAXMuni National Interm—−0.01%260.750%AverageFront Load$1,000
Thornburg Ultra Short Income Fund Class ITLDIXUltrashort Bond—2.65%790.350%AverageInstitutional$3M

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

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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