Advertisement
Skip to Content

Thornburg CA Limited-Term Muni C LTCCX

Quantitative rating as of
  • NAV / 1-Day Return 12.96  /  0.00 %
  • Total Assets 328.7 Mil
  • Adj. Expense Ratio
    1.020%
  • Expense Ratio 1.020%
  • Distribution Fee Level Low
  • Share Class Type Level Load
  • Category Muni Single State Short
  • Credit Quality / Interest Rate Sensitivity Medium / Limited
  • Min. Initial Investment 5,000
  • Status Open
  • TTM Yield 1.30%
  • Effective Duration 2.88 years

Morningstar’s Analysis LTCCX

Will LTCCX outperform in future?

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

Summary

|

Weakness in Thornburg CA Limited-Term Muni C's People and Process Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

Unlock our full analysis with Morningstar Investor