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Thornburg Global Opportunities A THOAX

Analyst rating as of
NAV / 1-Day Return
40.50  /  0.92 %
Total Assets
1.1 Bil
Adj. Expense Ratio
1.320%
Expense Ratio
1.320%
Fee Level
Above Average
Longest Manager Tenure
14.78 years
Category
World Large-Stock Blend
Investment Style
Large Blend
Min. Initial Investment
5,000
Status
Open
TTM Yield
< 0.01%
Turnover
36%
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Morningstar’s Analysis

Will THOAX outperform in future?

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

Ongoing personnel turnover limits the appeal here.

Summary

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Despite the merits of Thornburg Global Opportunities' concentrated and aggressive process, personnel turnover and unattractive fees limit the strategy to a Morningstar Analyst Rating of Neutral for all share classes.

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