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Thornburg International Equity R4 THVRX

Quantitative rating as of
  • NAV / 1-Day Return 23.14  /  0.13 %
  • Total Assets 2.6 Bil
  • Adj. Expense Ratio
    1.190%
  • Expense Ratio 1.160%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Medium
  • Category Foreign Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.85%
  • Turnover 49%

Morningstar’s Analysis THVRX

Will THVRX outperform in future?

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

Summary

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The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Thornburg International Equity R4 to a Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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