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

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 17 of 17 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
16.08%10.830%Above AverageRetirement, Large$0
Thornburg Summit Fund Class ITSUMXGlobal Moderate Allocation
9.47%260.700%AverageInstitutional$3M
Thornburg Investment Income Builder Fund Class R3TIBRXGlobal Moderately Aggressive Allocation
15.42%21.520%HighRetirement, Medium$0
Thornburg Global Opportunities Fund Class ITHOIXGlobal Large-Stock Blend
10.93%630.990%Above AverageInstitutional$3M
Thornburg Investment Income Builder Fund Class ATIBAXGlobal Moderately Aggressive Allocation
15.79%21.150%Above AverageFront Load$1,000
Thornburg Global Opportunities Fund Class R5THOFXGlobal Large-Stock Blend
10.93%620.990%HighRetirement, Large$0
Thornburg International Equity Fund Class R5TIVRXForeign Large Blend
10.65%420.900%HighRetirement, Large$0
Thornburg Investment Income Builder Fund Class R5TIBMXGlobal Moderately Aggressive Allocation
15.88%11.020%HighRetirement, Large$0
Thornburg International Equity Fund Class R6TGIRXForeign Large Blend
10.80%390.720%AverageRetirement, Large$0
Thornburg International Equity Fund Class ITGVIXForeign Large Blend
10.64%420.900%Above AverageInstitutional$3M
Thornburg Investment Income Builder Fund Class R4TIBGXGlobal Moderately Aggressive Allocation
15.63%21.270%AverageRetirement, Medium$0
Thornburg Global Opportunities Fund Class R4THOVXGlobal Large-Stock Blend
10.71%631.240%AverageRetirement, Medium$0
Thornburg Global Opportunities Fund Class ATHOAXGlobal Large-Stock Blend
10.67%631.330%HighFront Load$1,000
Thornburg Investment Income Builder Fund Class ITIBIXGlobal Moderately Aggressive Allocation
15.98%10.910%Above AverageInstitutional$3M
Thornburg Investment Income Builder Fund Class CTIBCXGlobal Moderately Aggressive Allocation
15.00%31.900%HighLevel Load$1,000
Thornburg Global Opportunities Fund Class R3THORXGlobal Large-Stock Blend
10.52%631.490%HighRetirement, Medium$0
Thornburg Global Opportunities Fund Class R6THOGXGlobal Large-Stock Blend
11.03%600.890%Above AverageRetirement, Large$0

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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