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Morningstar

Thornburg Investment Income Builder I TIBIX

Morningstar Analyst Rating
Analyst rating as of | See Thornburg Investment Hub
  • NAV / 1-Day Return 22.45  /  0.91 %
  • Total Assets 11.0 Bil
  • Adj. Expense Ratio
    0.890%
  • Expense Ratio 0.940%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Global Allocation
  • Investment Style Large Value
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 5.26%
  • Turnover 25%

USD | NAV as of Feb 06, 2023 | 1-Day Return as of Feb 06, 2023, 11:32 PM GMT+00:00

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 yield and little restraint.

Analyst

Summary

| by Vedran Beogradlija

Thornburg Investment Income Builder is led by an experienced team, but concerns over management of the fund's risks lower our confidence. It continues to earn a Morningstar Analyst Rating of Neutral across all share classes.

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