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Nasdaq - Delayed Quote USD
Thornburg Investment Trust - Thornburg Better World International Fund (TBWAX)
18.80
-0.13
(-0.69%)
At close: March 28 at 8:02:14 PM EDT
Investment Information
- Min Initial Investment
- 2,500,000
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- 25,000
- Min Subsequent Investment
- 2,500,000
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- 1
Broker Availability
- Cetera Advisors LLC
- Cetera Advisor Networks LLC
- Mid Atlantic Capital Corp
- Morgan Stanley - Brokerage Accounts
- Schwab Institutional
- JPMorgan
- Vanguard
- (Junk)CommonWealth PPS
- Fifth Third Securities, Inc.
- LPL SAM Eligible - 10.24.2024
- Fidelity Retail FundsNetwork
- Fidelity Retail FundsNetwork-NTF
- Fidelity Institutional FundsNetwork
- Fidelity Institutional FundsNetwork-NTF
- Ameriprise Brokerage
- Cetera Advisors LLC- PAM, PRIME, Premier
- Cetera Advisor Networks LLC- PAM, PRIME, Premier
- RBC Wealth Management-Advisory Eligible
- Schwab Institutional Only
- Ameriprise SPS Advantage
- CommonWealth Core
- Vanguard NTF
- Raymond James
- Raymond James WRAP Eligible
- Commonwealth Universe
- WFA MF Advisory Updated 3.3.25
- RBC Wealth Management-Network Eligible
- Ameritas NTFN
- Ameriprise Financial
- Thrivent – Advisory Eligible
- Morgan Stanley Consulting Group Advisor
- Morgan Stanley Select UMA
- TD Ameritrade Retail
- TD Ameritrade Institutional
- Mid Atlantic Capital Group
- Securities America Advisors
- JP MORGAN NO-LOAD NTF
- JP MORGAN LOAD-WAIVED NTF
- JP MORGAN NTF
- JP MORGAN LOAD
- JP MORGAN NO-LOAD TRANSACTION FEE
- TD Ameritrade Retail NTF
- TD Ameritrade Institutional NTF
- MSWM Brokerage
- WFA Fdntl Choice/PIM Updated 3.3.25
- RBC Wealth Management-Wrap Eligible
- Securities America Inc.
- Vanguard Load
- Vanguard Load-Waived
- Zhejiang Akcome New Energy Technology Co Ltd
- Vanguard TF
- Morgan Stanley Portfolio Management
- Cetera Financial Specialists LLC- Premier
- LPL SWM - 10.24.2024
- Schwab All (Retail, Instl, Retirement)
- Schwab OneSource & NTF (No Load & No Transaction Fee)
- Lincoln Investment Planning
- Pershing Retirement Plan Network
- Ameriprise SPS Advisor
- Kestra Financial
- Commonwealth (PPS Access Program)
- Commonwealth (NTF - PPS/Advisory)
- Commonwealth (PPS/Advisory)
- LPL Brokerage Availability - November 2024
- Avantax
- Mid Atlantic Clearing and Settlement
Fund Summary
The fund pursues its investment goal by investing primarily in a broad range of foreign equity securities or depositary receipts of foreign equity securities. Under normal circumstances, it invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in issuers that the fund’s investment advisor, Thornburg Investment Management, Inc. (‘Thornburg’), has determined exhibit one or more significant and positive environmental, social and governance (“ESG”) characteristics.
Fund Overview
| Category | Foreign Large Blend |
| Fund Family | Thornburg |
| Net Assets | 481.15M |
| YTD Return | 4.42% |
| Yield | 0.77% |
| Morningstar Rating | |
| Inception Date | Sep 30, 2015 |
Performance & Risk
| YTD Return | 5.20% |
| 5y Average Return | 14.11% |
| Rank in Category (ytd) | 94 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.95 |
| Morningstar Risk Rating |
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