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    Thornburg Global Opportunities R4 (THOVX)

    26.79 Up 0.05(0.19%) Feb 27

    Profile as of Jan 30, 2015Get Profile for:
    Thornburg Global Opportunities R4
    Thornburg Investment Trust2300 North Ridgetop RoadSanta Fe, NM 87506-8361
    Phone: 800-847-0200
    Fund Overview 
    Category:World Stock
    Fund Family:Thornburg
    Net Assets:1.13B
    Year-to-Date Return:-0.80%
    Morningstar Rating:5 stars
    Fund Inception Date:Feb 1, 2008
    Morningstar Style Box 
    World Stock
    [View Category Definition]
    View Top World Stock Funds
    About the Morningstar Style Box
    Management Information 
    Brian J. McMahon
    Lead Manager since Jul 28, 2006
    M. Walden est directeur général et cogestionnaire de portefeuille du fonds. Il est membre de l’équipe de gestion de portefeuille des produits d’actions nationales et internationales chez Thornburg depuis qu’il s’est joint à l’entreprise à titre de gestionnaire de portefeuille adjoint en 2002. Il a été nommé directeur général en 2005 et promu au poste de cogestionnaire de portefeuille en 2006. Avant de se joindre à la société Thornburg, M. Walden était associé auprès de Lehman Brothers à New York
    Investment Information 
    Min Initial Investment:0
    Min Initial Investment, IRA:N/A
    Min Initial Investment, AIP:N/A
    Min Subsequent Investment:N/A
    Min Subsequent Investment, IRA:N/A
    Min Subsequent Investment, AIP:N/A
    THOVX can be purchased from 36 brokerages.

    Fund Summary 
    The investment seeks long-term capital appreciation by investing in equity and debt securities of all types from issuers around the world. The fund invests primarily in a broad range of equity securities, including common stocks, preferred stocks, real estate investment trusts, and other equity trusts. It may invest in any equity securities which the investment adviser believes may assist the fund invests in pursuing its goals, including smaller companies with market capitalization of less than $500 million.

    Fund Operations 
    Last Dividend (Jun 23, 2014) : 0.04
    Last Cap Gain : 0.00
    Annual Holdings Turnover (Feb 25, 2015) : N/A
    Average for Category:50.91%
    Fees & Expenses 
    ExpenseTHOVXCategory Avg
    Annual Report Expense Ratio (net):1.40%1.31%
    Prospectus Net Expense Ratio:1.40%N/A
    Prospectus Gross Expense Ratio:2.23%N/A
    Max 12b1 Fee:0.25%N/A
    Max Front End Sales Load:N/A5.41%
    Max Deferred Sales Load: N/A2.06%
    3 Yr Expense Projection*:617698
    5 Yr Expense Projection*:1,1191,162
    10 Yr Expense Projection*:2,5003,109
    * Per $10,000 invested