An experienced and well-aligned management team executes Thornburg Investment Income Builder’s high-octane, income-focused approach. The fund boasts a competitive yield, but the riskier portfolio results in significant volatility and poor downside protection during periods of market stress. The fund earns a Morningstar Analyst Rating of Neutral across its seven share classes.
Will TIBGX 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 TIBGX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the TIBGX 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 TIBGX’s parent organization’s priorities and whether they’re in line with investors’ interests.