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Thornburg Investment Trust - Thornburg Better World International Fund (TBWCX)

19.42
+0.14
+(0.73%)
As of 8:07:16 AM EDT. Market Open.
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  • Previous Close 19.28
  • YTD Return 8.51%
  • Expense Ratio 2.19%
  • Category Foreign Large Blend
  • Last Cap Gain 8.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 487.73M
  • Beta (5Y Monthly) 0.94
  • Yield 0.01%
  • 5y Average Return --
  • Holdings Turnover 60.57%
  • Last Dividend 0.00
  • Inception Date Sep 30, 2015

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.

Thornburg

Fund Family

Foreign Large Blend

Fund Category

487.73M

Net Assets

2015-09-30

Inception Date

More about Thornburg Investment Trust - Thornburg Better World International Fund

Performance Overview: TBWCX

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Trailing returns as of 5/16/2025. Category is Foreign Large Blend.

YTD Return

TBWCX
8.51%
Category
9.07%
 

1-Year Return

TBWCX
12.60%
Category
33.76%
 

3-Year Return

TBWCX
7.04%
Category
8.50%
 

5-Year Return

TBWCX
12.04%
Category
10.08%
 

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Holdings: TBWCX

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Sector Weightings

SectorTBWCX
Industrials   20.75%
Financial Services   17.48%
Technology   14.53%
Consumer Cyclical   10.41%
Healthcare   9.52%
Consumer Defensive   8.31%
Communication Services   7.94%
Utilities   7.59%
Basic Materials   3.46%
Real Estate   0.00%
Energy   0.00%
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Recent News: TBWCX

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Research Reports: TBWCX

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