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Thornburg Global Opportunities R5 THOFX

Analyst rating as of
NAV / 1-Day Return
40.03  /  1.21 %
Total Assets
1.1 Bil
Adj. Expense Ratio
0.990%
Expense Ratio
0.990%
Fee Level
High
Longest Manager Tenure
14.77 years
Category
World Large-Stock Blend
Investment Style
Large Blend
Min. Initial Investment
0
Status
Open
TTM Yield
0.20%
Turnover
36%
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Morningstar’s Analysis

Will THOFX 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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