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Thornburg Investment Income Builder R5 TIBMX

Analyst rating as of
NAV / 1-Day Return
22.08  /  1.66 %
Total Assets
10.6 Bil
Adj. Expense Ratio
1.040%
Expense Ratio
1.040%
Fee Level
High
Longest Manager Tenure
19.94 years
Category
Global Allocation
Investment Style
Large Value
Credit Quality / Interest Rate Sensitivity
Status
Open
TTM Yield
5.50%
Turnover
25%

Morningstar’s Fund Analysis TIBMX

Will TIBMX outperform in future?

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

A competitive yield shaped by notable risks.

Senior Analyst

Summary

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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.

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