Thornburg Limited Term Income’s small but skilled team and sensible investment process make it a compelling option for short-dated bond exposure, but only when the price is right. Only its cheapest share class retains its Morningstar Analyst Rating of Bronze, while its other share classes are rated Neutral.
Will THIIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable THIIX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the THIIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of THIIX’s parent organization’s priorities and whether they’re in line with investors’ interests.