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Morningstar

Thornburg Global Opportunities R5 THOFX

Morningstar Analyst Rating
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%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:16 PM GMT+00:00

Morningstar’s Analysis THOFX

Will THOFX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable THOFX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the THOFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of THOFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A solid approach, but support has been in flux.

Analyst

Summary

| by Jader Dutra

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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