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Thornburg International Growth Fund (TINVX)

24.66 +0.17 (+0.69%)
As of 8:05 AM EDT. Market Open.

Fund Summary

The adviser expects to invest primarily in equity securities from issuers around the world (primarily common stocks) selected for their growth potential and, under normal market conditions, invests at least 75% of its net assets in foreign securities or depositary receipts of foreign securities. However, the fund may own a variety of securities, including domestic equity securities. The fund may invest in developing countries.

Thornburg International Growth Fund

Santa Fe, NM 87506-8361
2300 North Ridgetop Road
5059840200

Fund Overview

Category Foreign Large Growth
Fund Family Thornburg
Net Assets 909.41M
YTD Return 9.20%
Yield 0.20%
Morningstar Rating
Inception Date Feb 01, 2007

Fund Operations

Last Dividend 0.05
Last Cap Gain 0.00
Holdings Turnover 63.54%
Average for Category --

Fees & Expenses

Expense TINVX Category Average
Annual Report Expense Ratio (net) 0.99% 1.05%
Prospectus Net Expense Ratio 0.99% --
Prospectus Gross Expense Ratio 1.06% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.20%
Max Deferred Sales Load -- 1.29%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Nicholas Anderson is a portfolio manager for Thornburg Investment Management. He joined the firm in 2016 as an equity research analyst, was promoted to senior equity research analyst in 2020, an associate portfolio manager in early 2021, and portfolio manager in late 2021. Nick holds an MBA with honors from the University of Chicago Booth School of Business and a BA with honors from the University of North Carolina at Chapel Hill, where he was a Robertson Scholar. Prior to joining Thornburg, Nick worked for Prudential plc and Eastspring Investments in Hong Kong, Vietnam, and Singapore. He is a CFA charterholder.

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.

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