Thornburg Investment Income Builder C
2300 North Ridgetop Road
Map
Phone: 800-847-0200
| Category: | World Allocation | | Fund Family: | Thornburg | | Net Assets: | 1.42B | | Year-to-Date Return: | 30.24% | | Yield: | 5.67% | | Morningstar Rating: |  | | Fund Inception Date: | 24-Dec-02 |
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Brian J. McMahon
Lead Manager since
24-Dec-02 | | | Brian McMahon, a graduate of Dartmouth College's prestigious Amos Tuck School, joined Thornburg Investment Management in 1984. As President and Chief Investment Officer, Brian is responsible for the company's overall investment activity. Brian holds a BA in Economics and Russian Studies from the University of Virginia. After receiving his MBA at Dartmouth, Brian joined Norwest Bank in 1979 and held various corporate finance positions before leaving in 1984 as a vice president. |
| Min Initial Investment: | $5,000 | | Min Initial Investment, IRA: | $2,000 | | Min Initial Investment, AIP: | $5,000 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks to provide a level of current income which exceeds the average yield on U.S. Stocks generally. Long-term capital appreciation is a secondary objective. The fund will normally invest at least 80% of assets in income producing securities, and at least 50% in common stocks. It may invest in debt obligations of any kind. |
| Last Dividend
(25-Sep-09):
| 0.25 | | Last Cap Gain
(19-Nov-07):
| 0.47 | | Annual Holdings Turnover
| 46.00% | | Average for Category:
| 100.92% |
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| Expense | TIBCX | Category
Avg | | Total Expense Ratio: | 1.90%
| 1.18% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | %
| 4.93% | | Max Deferred Sales Load: | 1.00%
| 2.27% | | 3 Yr Expense Projection*: |
$ 658 | $720 | | 5 Yr Expense Projection*: |
$ 1,129 | $1,137 | | 10 Yr Expense Projection*: |
$ 2,431 | $2,267 |
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