Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
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 Funds List
Share Class Type
1 to 25 of 105 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 | 12.84% | 5 | 0.850% | Above Average | Retirement, Large | — | ||
| Thornburg Intermediate Municipal Inst | THMIX | Muni National Interm | — | 0.36% | 21 | 0.480% | Average | Institutional | $2.5 Mil | |
| Thornburg International Equity A | TGVAX | Foreign Large Blend | 11.07% | 5 | 1.230% | Above Average | Front Load | $5,000 | ||
| Thornburg International Equity I | TGVIX | Foreign Large Blend | 11.24% | 4 | 0.900% | Above Average | Institutional | $2.5 Mil | ||
| Thornburg International Equity R4 | THVRX | Foreign Large Blend | 11.07% | 5 | 1.160% | Below Average | Retirement, Medium | — | ||
| Thornburg International Equity R5 | TIVRX | Foreign Large Blend | 10.76% | 4 | 0.900% | High | Retirement, Large | — | ||
| Thornburg International Equity R6 | TGIRX | Foreign Large Blend | 10.86% | 4 | 0.700% | Below Average | Retirement, Large | — | ||
| Thornburg Investment Income Builder R6 | TIBOX | Global Allocation | 7.72% | 6 | 0.840% | Above Average | Retirement, Large | — | ||
| Thornburg Summit A | TSAMX | Moderate Allocation | 5.91% | 28 | 0.970% | Below Average | Front Load | $5,000 | ||
| Thornburg Summit I | TSUMX | Moderate Allocation | 5.96% | 26 | 0.720% | Average | Institutional | $2.5 Mil | ||
| Thornburg Ultra Short Income I | TLDIX | Ultrashort Bond | 2.05% | 51 | 0.300% | Below Average | Institutional | $2.5 Mil | ||
| Thornburg Better World International A | TBWAX | Foreign Large Blend | 6.62% | 60 | 1.600% | High | Front Load | $5,000 | ||
| Thornburg Better World International C | TBWCX | Foreign Large Blend | 6.38% | 67 | 2.190% | High | Level Load | $5,000 | ||
| Thornburg Better World International I | TBWIX | Foreign Large Blend | 6.90% | 49 | 0.900% | Above Average | Institutional | $2.5 Mil | ||
| Thornburg CA Limited-Term Muni Instl | LTCIX | Muni Single State Short | — | −0.03% | 50 | 0.490% | Above Average | Institutional | $2.5 Mil | |
| Thornburg Global Opportunities I | THOIX | Global Large-Stock Blend | 12.77% | 6 | 0.990% | High | Institutional | $2.5 Mil | ||
| Thornburg Global Opportunities R5 | THOFX | Global Large-Stock Blend | 12.25% | 5 | 0.990% | High | Retirement, Large | — | ||
| Thornburg Intermediate Municipal A | THIMX | Muni National Interm | — | 0.40% | 24 | 0.720% | Below Average | Front Load | $5,000 | |
| Thornburg Intermediate Municipal C2 | THMQX | Muni National Interm | — | 0.21% | 36 | 1.090% | Low | Level Load | $5,000 | |
| Thornburg International Equity C | THGCX | Foreign Large Blend | 10.76% | 5 | 2.120% | High | Level Load | $5,000 | ||
| Thornburg International Equity R3 | TGVRX | Foreign Large Blend | 10.63% | 5 | 1.360% | Average | Retirement, Medium | — | ||
| Thornburg Investment Income Builder A | TIBAX | Global Allocation | 8.37% | 9 | 1.170% | Average | Front Load | $5,000 | ||
| Thornburg Investment Income Builder C | TIBCX | Global Allocation | 8.08% | 8 | 1.900% | Average | Level Load | $5,000 | ||
| Thornburg Investment Income Builder I | TIBIX | Global Allocation | 8.45% | 3 | 0.920% | Above Average | Institutional | $2.5 Mil | ||
| Thornburg Investment Income Builder R3 | TIBRX | Global Allocation | 7.71% | 5 | 1.540% | High | Retirement, Medium | — |
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 Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank