THOVX – Thornburg Global Opportunities R4 Investment Strategy | Morningstar

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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.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
THOIX	Thornburg Global Opportunities Fund Class I	Institutional	Open			Jul 28, 2006	$1.20B	0.990%	Above Average	$3M	$58.63M
THOAX	Thornburg Global Opportunities Fund Class A	Front Load	Open			Jul 28, 2006	$428.55M	1.330%	High	$1,000	−$28.49M
THOCX	Thornburg Global Opportunities Fund Class C	Level Load	Open			Jul 28, 2006	$26.97M	2.160%	High	$5,000	$1.04M
THOFX	Thornburg Global Opportunities Fund Class R5	Retirement, Large	Open			Feb 1, 2008	$37.64M	0.990%	High	$0	$11.65M
THOGX	Thornburg Global Opportunities Fund Class R6	Retirement, Large	Open			Apr 10, 2017	$128.01M	0.890%	Above Average	$0	−$797,305.30
THOVX	Thornburg Global Opportunities Fund Class R4	Retirement, Medium	Open			Feb 1, 2008	$7.92M	1.240%	Average	$0	$301,700.41
THORX	Thornburg Global Opportunities Fund Class R3	Retirement, Medium	Open			Feb 1, 2008	$3.44M	1.490%	High	$0	$364.54

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