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Morningstar

Thornburg Investment Income Builder I TIBIX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Thornburg Investment Hub

Morningstar’s Analysis TIBIX

Will TIBIX outperform in future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable TIBIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the TIBIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of TIBIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

High income with vulnerable exposures.

Analyst Vedran Beogradlija

Vedran Beogradlija

Analyst

Summary

Despite a recent manager change, Thornburg Investment Income Builder remains in experienced hands and follows the same income-focused approach. However, management of the fund’s risks continues to give pause amidst additional changes to the oversight approach.

by Vedran Beogradlija
Rated on Published on

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