Morningstar

Thornburg Limited Term U.S. Government Fund Class R3 LTURX Fund Analysis

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

Morningstar’s Analysis LTURX

Will LTURX 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 LTURX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the LTURX 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 LTURX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Getting dangerously small.

Associate Analyst River Meng

River Meng

Associate Analyst

Summary

Thornburg Limited Term US Government’s shrinking asset base raises concerns about the strategy’s viability and prompts a Process downgrade to Average from Above Average.

by River Meng
Rated on Published on

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