Nasdaq - Delayed Quote • USD
Thornburg Investment Income Builder R6 (TIBOX)
As of 8:05 AM EDT. Market Open.
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 - 11.01.2023
- 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 - 01.24.2024
- Schwab All (Retail, Instl, Retirement)
- Lincoln Investment Planning
- Pershing Retirement Plan Network
- LPL Brokerage Availability - February 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 | 13.14B |
| YTD Return | 8.52% |
| Yield | 4.72% |
| Morningstar Rating | |
| Inception Date | Feb 01, 2007 |
Performance & Risk
| YTD Return | 8.40% |
| 5y Average Return | 8.95% |
| Rank in Category (ytd) | 6 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.94 |
| Morningstar Risk Rating |
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