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Thornburg Global Opportunities R5 THOFX

Analyst rating as of
  • NAV / 1-Day Return 33.68  /  0.15 %
  • Total Assets 1.1 Bil
  • Adj. Expense Ratio
    0.990%
  • Expense Ratio 0.990%
  • Distribution Fee Level High
  • Share Class Type Retirement, Large
  • Category Global Large-Stock Blend
  • Investment Style Large Value
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.41%
  • Turnover 27%

Morningstar’s Analysis THOFX

Will THOFX outperform in future?

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

A solid approach, but support has been in flux.

Summary

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Thornburg Global Opportunities’ opportunistic approach has appeal, though its investment team would benefit from more stability. The strategy’s cheapest share classes earn a Morningstar Analyst Rating of Bronze, while its pricier shares are rated Neutral.

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