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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 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.

Share Class Type

1 to 11 of 11 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 R6THOGXGlobal Large-Stock Blend12.84%50.850%Above AverageRetirement, Large—
Thornburg Intermediate Municipal InstTHMIXMuni National Interm—0.36%210.480%AverageInstitutional$2.5 Mil
Thornburg International Equity ATGVAXForeign Large Blend11.07%51.230%Above AverageFront Load$5,000
Thornburg International Equity ITGVIXForeign Large Blend11.24%40.900%Above AverageInstitutional$2.5 Mil
Thornburg International Equity R4THVRXForeign Large Blend11.07%51.160%Below AverageRetirement, Medium—
Thornburg International Equity R5TIVRXForeign Large Blend10.76%40.900%HighRetirement, Large—
Thornburg International Equity R6TGIRXForeign Large Blend10.86%40.700%Below AverageRetirement, Large—
Thornburg Investment Income Builder R6TIBOXGlobal Allocation7.72%60.840%Above AverageRetirement, Large—
Thornburg Summit ATSAMXModerate Allocation5.91%280.970%Below AverageFront Load$5,000
Thornburg Summit ITSUMXModerate Allocation5.96%260.720%AverageInstitutional$2.5 Mil
Thornburg Ultra Short Income ITLDIXUltrashort Bond2.05%510.300%Below AverageInstitutional$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

    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 analyze how fees will impact different securities in the long term.

  • 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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