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Thornburg Limited Term Income Instl THIIX

Quantitative rating as of | See Thornburg Investment Hub
  • NAV / 1-Day Return 12.72  /  0.45 %
  • Total Assets 7.5 Bil
  • Adj. Expense Ratio
    0.490%
  • Expense Ratio 0.490%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Short-Term Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Limited
  • Min. Initial Investment 2,500,000
  • Status Open
  • TTM Yield 2.47%
  • Effective Duration 3.35 years

Morningstar’s Analysis THIIX

Will THIIX outperform in future?

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

Summary

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Thornburg Limited Term Income Instl's Average People and Parent ratings limit this strategy to a Morningstar Quantitative Rating of Neutral. The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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