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Morningstar

Thornburg International Growth A TIGAX

Morningstar Medalist Rating
Medalist Rating as of | See Thornburg Investment Hub
  • NAV / 1-Day Return 21.85  /  0.00
  • Total Assets 840.5 Mil
  • Adj. Expense Ratio
    1.360%
  • Expense Ratio 1.360%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Foreign Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 5,000
  • Status Open
  • TTM Yield 0.25%
  • Turnover 64%

USD | NAV as of Sep 22, 2023 | 1-Day Return as of Sep 22, 2023, 10:19 PM GMT+0

Morningstar’s Analysis TIGAX

Will TIGAX 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 TIGAX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the TIGAX 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 TIGAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Lacking a solid foundation.

Analyst Jader Dutra

Jader Dutra

Analyst

Summary

Concerns about the managers' limited experience working together and shifting support drop Thornburg International Growth’s Morningstar Analyst Rating to Negative from Neutral across all share classes.

by Jader Dutra
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings TIGAX

More TIGAX Holdings
  • Current Portfolio Date
  • Equity Holdings 48
  • Bond Holdings 0
  • Other Holdings 8
  • % Assets in Top 10 Holdings 37.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
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HDFC Bank Ltd ADR

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