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Thornburg Better World International C (TBWCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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17.61-0.10 (-0.56%)
At close: 08:00PM EDT

Thornburg Better World International C

Santa Fe, NM 87506-8361

2300 North Ridgetop Road

Thornburg Investment Trust

5059840200
Management information
,Lead manager since 31 January 2024
Brian Burrell is a Portfolio Manager, Managing Director for Thornburg Investment Management. He joined the firm in 2012 as an equity research analyst. Brian earned a BA in economics from Reed College and an MBA from the University of Wisconsin in the Applied Security Analysis Program (ASAP). He is a CFA charterholder. Prior to joining Thornburg, Brian was a business journalist and economic consultant for a variety of publications in Addis Ababa, Ethiopia.
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. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryForeign Large Blend
Fund familyThornburg
Net assets546.27M
YTD return1.88%
Yield0.38%
Morningstar rating★★★★
Inception date29 Sept 2015

Fund operations

Last dividend0.06
Last cap gain-31.00
Holdings turnover140.89%
Average for categoryN/A

Fees and expenses

ExpenseTBWCXCategory average
Annual report expense ratio (net)1.60%0.92%
Prospectus net expense ratio1.60%N/A
Prospectus gross expense ratio1.60%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.28%
Max deferred sales loadN/A1.46%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A