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Thornburg Limited Term Income R3 THIRX

Quantitative rating as of | See Thornburg Investment Hub
  • NAV / 1-Day Return 12.72  /  0.45 %
  • Total Assets 7.5 Bil
  • Adj. Expense Ratio
    0.990%
  • Expense Ratio 0.990%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Medium
  • Category Short-Term Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Limited
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.97%
  • Effective Duration 3.35 years

Morningstar’s Analysis THIRX

Will THIRX 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 R3's Average People and Parent ratings limit this strategy to a Morningstar Quantitative Rating of Neutral. 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.

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