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Morningstar

Thornburg International Growth R3 TIGVX

Morningstar Medalist Rating
Medalist Rating as of | See Thornburg Investment Hub
  • NAV / 1-Day Return 20.85  /  0.48 %
  • Total Assets 802.6 Mil
  • Adj. Expense Ratio
    1.500%
  • Expense Ratio 1.500%
  • Distribution Fee Level High
  • Share Class Type Retirement, Medium
  • Category Foreign Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 0.16%
  • Turnover 64%

USD | NAV as of Oct 04, 2023 | 1-Day Return as of Oct 04, 2023, 10:17 PM GMT+0

Morningstar’s Analysis TIGVX

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

People Pillar

The People Pillar is our evaluation of the TIGVX 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 TIGVX’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 TIGVX

More TIGVX Holdings
  • Current Portfolio Date
  • Equity Holdings 47
  • Bond Holdings 0
  • Other Holdings 7
  • % Assets in Top 10 Holdings 38.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Nestle SA

6.10
53,544,609
Consumer Defensive

Novo Nordisk A/S ADR

4.56
40,046,958
Healthcare

AstraZeneca PLC

4.45
39,078,013
Healthcare

ASML Holding NV

4.26
37,415,528
Technology

Taiwan Semiconductor Manufacturing Co Ltd

3.95
34,633,037
Technology

LVMH Moet Hennessy Louis Vuitton SE

3.84
33,676,947
Consumer Cyclical

Kweichow Moutai Co Ltd Class A

2.97
26,065,041
Consumer Defensive

Mastercard Inc Class A

2.89
25,397,579
Financial Services

Tencent Holdings Ltd

2.77
24,276,524
Communication Services

Diageo PLC

2.74
24,041,906
Consumer Defensive