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Thornburg Limited Term Income R3 (THIRX)

13.07
+0.01
+(0.08%)
At close: 8:02:16 PM EDT

Fund Summary

The fund invests at least 65% of its net assets in (i) obligations of the U.S. government, its agencies and instrumentalities, (ii) debt obligations rated at the time of purchase in one of the three highest principal long term rating categories of S&P Global Ratings or Moody's Investors Services, Inc. or the equivalent three highest short term ratings of those ratings agencies, or, if no credit rating is available, judged to be of comparable quality.

Thornburg Limited Term Income R3

Santa Fe, NM 87506-8361
2300 North Ridgetop Road
5059840200

Fund Overview

Category Short-Term Bond
Fund Family Thornburg
Net Assets 6.25B
YTD Return 2.22%
Yield 3.64%
Morningstar Rating
Inception Date Oct 01, 1992

Fund Operations

Last Dividend 0.12
Last Cap Gain -7.00
Holdings Turnover 59.42%
Average for Category --

Fees & Expenses

Expense THIRX Category Average
Annual Report Expense Ratio (net) 0.99% 0.68%
Prospectus Net Expense Ratio 0.99% --
Prospectus Gross Expense Ratio 1.08% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 2.59%
Max Deferred Sales Load -- 1.12%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Christian Hoffmann is portfolio manager for Thornburg Investment Management. He joined the firm in 2012 as a fixed income securities analyst and was promoted to associate portfolio manager in 2014, then portfolio manager in 2018. Christian graduated cum laude from New York University with a BA in economics. He is also a CFA charterholder. Prior to joining Thornburg, he served as a senior credit analyst with H.I.G. Capital in Miami, Florida, where he specialized in distressed debt investments and credit driven special situations. Christian began his career in the investment banking division of Lehman Brothers and later spent several years working on the high yield research desk at Lehman Brothers.

Morningstar Style Box

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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