Morningstar

Thornburg Multi Sector Bond ETF TMB

Morningstar Medalist Rating
Medalist Rating as of | See Thornburg Investment Hub

Morningstar’s Analysis TMB

Will TMB outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable TMB’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the TMB management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of TMB’s parent organization’s priorities and whether they’re in line with investors’ interests.

A steady multisector exchange-traded fund.

Associate Analyst River Meng

River Meng

Associate Analyst

Summary

Thornburg Multi Sector Bond ETF is a resilient and appealing multisector bond offering. This strategy earns Above Average Process and Average People ratings in its inaugural round of analyst coverage.

by River Meng
Rated on Published on

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Portfolio Holdings TMB

More TMB Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 21.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 4.625%

10.09 27M
Government

United States Treasury Notes 4.25%

2.38 6M
Government

Thornburg Capital Management

1.83 5M
—

United States Treasury Bonds 2.875%

1.58 4M
Government

Federal Home Loan Mortgage Corp. 5.5%

1.09 3M
Securitized

United States Treasury Notes 4.375%

0.98 3M
Government

Fnma Pass-Thru I 3%

0.98 3M
Securitized

U.S. Treasury Bond Stripped Principal Payment 0%

0.89 2M
Government

Federal National Mortgage Association 5.5%

0.89 2M
Securitized

Federal National Mortgage Association 2.5%

0.85 2M
Securitized

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