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Thornburg Investment Income Builder R3 TIBRX

Analyst rating as of

Morningstar’s Analysis

Will TIBRX outperform in future?

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

A risky approach to income.


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Thornburg Investment Income Builder has an experienced team and its high-octane approach produces an attractive yield for investors. However, its large overweight in value stocks combined with a bond sleeve that provides an insufficient ballast has exposed investors to more-volatile returns and larger drawdowns than peers and the index, warranting a downgrade of its Morningstar Analyst Rating to Neutral from Bronze for its cheapest share classes. Its more-expensive shares remain Neutral.

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