Advertisement
U.S. markets closed

Thornburg Global Opportunities R5 (THOFX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
36.71+0.12 (+0.33%)
At close: 08:00PM EDT

Thornburg Global Opportunities R5

Santa Fe, NM 87506-8361

2300 North Ridgetop Road

Thornburg Investment Trust

5059840200
Management Information
,Lead Manager since January 31, 2020
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.
https://s.yimg.com/lq/i/fi/3_0stylelargeeq1.gif
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.

Fund Overview

CategoryWorld Large-Stock Blend
Fund FamilyThornburg
Net Assets1.1B
YTD Return2.13%
Yield2.04%
Morningstar Rating★★★
Inception DateJan 31, 2008

Fund Operations

Last Dividend0.73
Last Cap Gain17.00
Holdings Turnover128.69%
Average for CategoryN/A

Fees & Expenses

ExpenseTHOFXCategory Average
Annual Report Expense Ratio (net)0.99%0.95%
Prospectus Net Expense Ratio0.99%N/A
Prospectus Gross Expense Ratio1.20%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.11%
Max Deferred Sales LoadN/A1.17%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A