Skip to Content
Morningstar

Thornburg International Growth R5 TINFX

Morningstar Medalist Rating
Medalist Rating as of | See Thornburg Investment Hub
  • NAV / 1-Day Return 26.90  /  +1.09 %
  • Total Assets 845.9 Mil
  • Adj. Expense Ratio
    0.990%
  • Expense Ratio 0.990%
  • Distribution Fee Level High
  • Share Class Type Retirement, Large
  • Category Foreign Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 0.48%
  • Turnover 64%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:17 PM GMT+0

Morningstar’s Analysis TINFX

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

  • People Pillar

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

Unstable on a few levels.

Senior Analyst Todd Trubey

Todd Trubey

Senior Analyst

Summary

Thornburg International Growth has new managers, a revamped analyst team, and tweaks to its approach. It will take a while for the dust to settle.

by Todd Trubey
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings TINFX

More TINFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 38.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Novo Nordisk A/S ADR

6.50 57.5 Mil
Healthcare

ASML Holding NV

5.68 50.2 Mil
Technology

Taiwan Semiconductor Manufacturing Co Ltd

5.01 44.4 Mil
Technology

AstraZeneca PLC

3.84 33.9 Mil
Healthcare

Nestle SA

3.65 32.3 Mil
Consumer Defensive

Mastercard Inc Class A

3.11 27.5 Mil
Financial Services

Beiersdorf AG

3.09 27.3 Mil
Consumer Defensive

Nomura Research Institute Ltd

2.47 21.9 Mil
Technology

Icon PLC

2.47 21.8 Mil
Healthcare

Lonza Group Ltd

2.43 21.5 Mil
Healthcare