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Morningstar

Thornburg Better World International C TBWCX

Morningstar Medalist Rating
Medalist Rating as of | See Thornburg Investment Hub
  • NAV / 1-Day Return 16.55  /  −0.90 %
  • Total Assets 555.4 Mil
  • Adj. Expense Ratio
    2.190%
  • Expense Ratio 2.190%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Foreign Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 5,000
  • Status Open
  • TTM Yield 0.37%
  • Turnover 141%

USD | NAV as of Apr 15, 2024 | 1-Day Return as of Apr 15, 2024, 10:17 PM GMT+0

Morningstar’s Analysis TBWCX

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

  • People Pillar

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

Thornburg Better World International C earns a Morningstar Medalist Rating of Negative with strength in areas such as Process offset by weaker spots such as People.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings TBWCX

More TBWCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 33.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Thornburg Capital Management

7.75 45.5 Mil
—

Hitachi Ltd

3.16 18.5 Mil
Industrials

SAP SE

3.14 18.4 Mil
Technology

Canadian Pacific Kansas City Ltd

3.00 17.6 Mil
Industrials

Constellation Software Inc

2.98 17.5 Mil
Technology

L'Oreal SA

2.85 16.8 Mil
Consumer Defensive

Tencent Holdings Ltd

2.69 15.8 Mil
Communication Services

Hong Kong Exchanges and Clearing Ltd

2.68 15.7 Mil
Financial Services

Schneider Electric SE

2.49 14.6 Mil
Industrials

Seven & i Holdings Co Ltd

2.48 14.5 Mil
Consumer Defensive