Thornburg Global Opportunities' personnel turnover and unattractive fees remain issues, but its focused process sets it apart. The cheaper share classes receive Morningstar Analyst Rating upgrades to Bronze from Neutral, while the more expensive remain Neutral.
Will THOFX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
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.
The Parent Pillar is our rating of THOFX’s parent organization’s priorities and whether they’re in line with investors’ interests.