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Nasdaq - Delayed Quote USD

Thornburg Global Opportunities R4 (THOVX)

38.64
-0.25
(-0.64%)
At close: 8:01:53 PM EST

Fund Summary

The fund pursues its investment goal by investing primarily in a broad range of equity securities, including common stocks, preferred stocks and publicly traded real estate investment trusts. It may invest in any stock or other equity security which its investment advisor, Thornburg Investment Management, Inc. ("Thornburg"), believes may assist the fund in pursuing its goal, including smaller companies with market capitalizations of less than $500 million.

Thornburg Global Opportunities R4

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

Fund Overview

Category World Large-Stock Blend
Fund Family Thornburg
Net Assets 1.28B
YTD Return 8.29%
Yield 2.37%
Morningstar Rating
Inception Date Feb 01, 2008

Fund Operations

Last Dividend 0.94
Last Cap Gain 17.00
Holdings Turnover 17.07%
Average for Category --

Fees & Expenses

Expense THOVX Category Average
Annual Report Expense Ratio (net) 1.40% 0.95%
Prospectus Net Expense Ratio 1.40% --
Prospectus Gross Expense Ratio 2.15% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.11%
Max Deferred Sales Load -- 1.17%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Miguel Oleaga is portfolio manager for Thornburg Investment Management. He joined the firm in 2014 as an equity research analyst, was promoted to associate portfolio manager in 2017, and was named portfolio manager in 2018. Miguel holds a BS in business administration (finance and management specialties) from the University of Massachusetts. Prior to his joining Thornburg, Miguel worked at Putnam Invest- ments, conducting equity analysis supporting growth, value, and dividend-focused man-dates. He held a series of positions of increasing responsibility at Putnam beginning in 2004.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. MORNING_STAR_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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