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Thornburg Limited Term Income Instl THIIX

Analyst rating as of
NAV / 1-Day Return
14.02  /  0.08 %
Total Assets
9.1 Bil
Adj. Expense Ratio
0.490%
Expense Ratio
0.490%
Fee Level
Average
Longest Manager Tenure
13.83 years
Category
US Fund Short-Term Bond
Credit Quality / Interest Rate Sensitivity
Medium / Limited
Min. Initial Investment
2,500,000
Status
Open
TTM Yield
2.15%
Effective Duration
2.94 years
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Morningstar’s Analysis

Will THIIX outperform in future?

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

Attentive credit selection in the short-dated bond market.

Summary

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The small but well-coordinated team driving Thornburg Limited Term Income continues to offer a sensible option for short-dated fixed-income exposure, at the right price. The strategy’s cheaper share classes retain their Morningstar Analyst Rating of Bronze, while its more expensive receive a downgrade to Neutral.

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