Thornburg Global Opportunities Fund Class I THOIX Strategy
Strategy
The investment seeks long-term capital appreciation by investing in equity and debt securities of all types from issuers around the world. The fund pursues its investment goal by investing primarily in a broad range of equity securities, including common stocks, preferred stocks and publicly traded real estate investment trusts. It may invest in any stock or other equity security which its investment advisor, Thornburg Investment Management, Inc. ("Thornburg"), believes may assist The fund invests in pursuing its goal, including smaller companies with market capitalizations of less than $500 million.
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Ticker
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Name
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Share Class Type
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Investment Status
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Morningstar Rating for Funds
Overall
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Medalist Rating
Overall
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Inception Date
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Total Net Assets for Share Class
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Adjusted Expense Ratio
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Fee Level
Distribution
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Minimum Initial Investment
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1-Year Net Flow
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THOIX
| Thornburg Global Opportunities Fund Class I | Institutional | Open | $1.20B | 0.990% | Above Average | $3M | $58.63M | |||
THOAX
| Thornburg Global Opportunities Fund Class A | Front Load | Open | $428.55M | 1.330% | High | $1,000 | −$28.49M | |||
THOCX
| Thornburg Global Opportunities Fund Class C | Level Load | Open | $26.97M | 2.160% | High | $5,000 | $1.04M | |||
THOFX
| Thornburg Global Opportunities Fund Class R5 | Retirement, Large | Open | $37.64M | 0.990% | High | $0 | $11.65M | |||
THOGX
| Thornburg Global Opportunities Fund Class R6 | Retirement, Large | Open | $128.01M | 0.890% | Above Average | $0 | −$797,305.30 | |||
THOVX
| Thornburg Global Opportunities Fund Class R4 | Retirement, Medium | Open | $7.92M | 1.240% | Average | $0 | $301,700.41 | |||
THORX
| Thornburg Global Opportunities Fund Class R3 | Retirement, Medium | Open | $3.44M | 1.490% | High | $0 | $364.54 |