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Thornburg Investment Income Builder A (TIBAX)

22.14 Up 0.18(0.82%) Jul 22
Prev Close:21.96
YTD Return*:7.49%
Net Assets*:18.08B
Yield*:4.37%

* As of 30-Jun-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for TIBAX at this time.

Top Holdings

Symbol% AssetsYTD Return %
JPM2.830.43
RDS.A.L2.5518.75
WAG2.2429.54
TTFNF.PA1.9821.97
NVSEF1.9516.18

Fund Basics

Morningstar Overall Rating:
Total Assets:18.08B
Category:World Allocation
Annual Report Expense Ratio (net):1.18%

Performance & Risk

YTD Return:7.49%
5y Avg Return:13.91%
Rank in Category (ytd):12
% Rank in Category (ytd):2.28%
Beta (3y):1.08
Morningstar Risk Rating:3

Fund Summary

The investment seeks to provide a level of current income which exceeds the average yield on U.S. stocks; long-term capital appreciation is a secondary objective. The fund normally invests at least 80% of assets in income producing securities, and at least 50% in common stocks. It may invest in any stock or other equity security, including smaller companies with market capitalization of less than $500 million and companies in developing countries and also including preferred stock, publicly traded real estate investment trusts, other equity trusts and partnership interests. View More
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