December 31, 2018The most recent Retirement Plan Advisory Group (RPAG) scores for Thornburg Funds.
Includes Advisor Guide, Plan Sponsor Guide, Plan Expense Worksheet and Sample Fee Policy Statement.
Includes Audit File Checklist, Summary of Fiduciary Responsibilities and Writing an Investment Policy Statement.
Before investing, carefully consider the Fund’s investment goals, risks, charges, and expenses. For a prospectus or summary prospectus containing this and other information, contact your financial advisor or visit thornburg.com. Read them carefully before investing.
Diversification does not assure or guarantee better performance and cannot eliminate the risk of investment losses.
There is no guarantee that the Fund will meet its investment objectives.
Please see our glossary for a definition of terms.
Thornburg mutual funds are distributed by Thornburg Securities Corporation.
Thornburg Investment Management, Inc. mutual funds are sold through investment professionals including investment advisors, brokerage firms, bank trust departments, trust companies and certain other financial intermediaries. Thornburg Securities Corporation (TSC) does not act as broker of record for investors.