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Thornburg Limited Term Income R3 THIRX

Analyst rating as of
NAV / 1-Day Return
13.84  /  0.06 %
Total Assets
10.0 Bil
Adj. Expense Ratio
0.990%
Expense Ratio
0.990%
Fee Level
Above Average
Longest Manager Tenure
14.19 years
Category
Short-Term Bond
Credit Quality / Interest Rate Sensitivity
Medium / Limited
Min. Initial Investment
0
Status
Open
TTM Yield
1.45%
Effective Duration
2.87 years
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Morningstar’s Analysis

Will THIRX 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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