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Thornburg Intermediate Municipal A (THIMX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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14.15+0.01 (+0.07%)
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Thornburg Intermediate Municipal A

Thornburg Investment Trust2300 North Ridgetop RoadSanta Fe, NM 87506-8361
Management Information
Christopher M. Ryon,Lead Manager since January 31, 2011
Christopher Ryon is portfolio manager of the Thornburg Investment Management. He joined Thornburg as associate portfolio manager in 2008 and was named portfolio manager in 2009. Chris holds a BS from Villanova University, an MBA from Drexel University, and is a CFA charterholder. Chris has 25 years of experience in the investment management field.
Morningstar Style Box
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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

CategoryMuni National Interm
Fund FamilyThornburg
Net Assets1.47B
YTD Return1.53%
Morningstar Rating★★★
Inception DateJul 21, 1991

Fund Operations

Last Dividend0.03
Last Cap Gain0.00
Holdings Turnover10.80%
Average for CategoryN/A

Fees & Expenses

ExpenseTHIMXCategory Average
Annual Report Expense Ratio (net)0.92%0.80%
Prospectus Net Expense Ratio0.92%N/A
Prospectus Gross Expense Ratio0.92%N/A
Max 12b1 Fee0.25%N/A
Max Front End Sales Load2.00%3.39%
Max Deferred Sales LoadN/A1.64%
3 Yr Expense Projection487N/A
5 Yr Expense Projection699N/A
10 Yr Expense Projection1,309N/A