Nasdaq - Delayed Quote USD

Thornburg Investment Income Builder R4 (TIBGX)

25.91 +0.29 (+1.13%)
At close: 8:01:10 PM EST

Investment Information

Min Initial Investment
5,000
Min Initial Investment, IRA
20
Min Initial Investment, AIP
50
Min Subsequent Investment
5,000
Min Subsequent Investment, IRA
1
Min Subsequent Investment, AIP
1

Broker Availability

  • Comerica Bank
  • Mid Atlantic Capital Corp
  • Schwab Institutional
  • JPMorgan
  • Vanguard
  • LPL SAM Eligible - 10.24.2024
  • Vanguard NTF
  • Raymond James
  • Raymond James WRAP Eligible
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • Mid Atlantic Capital Group
  • Securities America Advisors
  • JP MORGAN NO-LOAD NTF
  • JP MORGAN NTF
  • JP MORGAN NO-LOAD TRANSACTION FEE
  • Securities America Inc.
  • Zhejiang Akcome New Energy Technology Co Ltd
  • Vanguard TF
  • JP Morgan No Load
  • LPL SWM - 10.24.2024
  • Schwab All (Retail, Instl, Retirement)
  • Lincoln Investment Planning
  • Pershing Retirement Plan Network
  • LPL Brokerage Availability - November 2024
  • Mid Atlantic Clearing and Settlement

Fund Summary

The fund pursues its investment goals by investing in a broad range of income producing securities, primarily including stocks and bonds. It will under normal conditions invest at least 80% of its net assets in income-producing securities, and at least 50% of its net assets in common stocks.

Fund Overview

Category World Allocation
Fund Family Thornburg
Net Assets 13.48B
YTD Return 12.71%
Yield 4.12%
Morningstar Rating
Inception Date Dec 24, 2002

Performance & Risk

YTD Return 12.48%
5y Average Return 7.87%
Rank in Category (ytd) 29
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.92
Morningstar Risk Rating

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