In the search for income, Thornburg can help you navigate a challenging landscape with active, straightforward products designed for different income goals.


What Are You Solving For?



Relative Stability

Whether you're focused on preservation, income, or a little of both, you need a core component within any fixed income strategy.

Income investors should consider options that help preserve capital.

 

Net Asset Value (NAV) History as of 11/30/2017 — Class I Shares

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  • Core Bond Investing
    March 31, 2017
    Thornburg focuses on credit selection and quality, for lower correlation to equities, less volatility than equities and current income.

More Current Income

The bond market is vast, complex, and always in flux, so it's prudent to have an active investment approach with the flexibility and focus to go anywhere to find income.

Income investors should be flexible to benefit from the vast and ever-changing bond universe.

 

Bond Market Total Returns (As of 12/31/2016)

Source: Bloomberg Barclays. All asset types above are represented by Bloomberg Barclays Indices.

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  • Diversified Bond Investing
    March 31, 2017
    Thornburg stays flexible and focuses on credit selection and quality to provide less interest rate risk and more income generation in different rate environments.

Growing Income

Stock dividends are important for income, but they also have historically been a key driver of overall performance, accounting for nearly half of total return, on average, for nearly 150 years.

Income investors can appreciate the key role of dividends in long-term performance.

 

Dividends Have Historically Been Important to Total Returns (As of 12/31/2016)

Sources: Jack W. Wilson and Charles P. Jones, “An Analysis of the S&P 500 Index and Cowles’s Extensions: Price Indexes and Stock Returns, 1870–1999,” Journal of Business, 2002, vol 75 no 3. Data after 1990 is from Bloomberg, Confluence, and FactSet. Calculated by Thornburg Investment Management. Returns are annualized.

* This period is not included in the averages and standard deviations.

nm = Not meaningful.

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Important Information
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 our literature center. Read them carefully before investing.

Investments carry risks, including possible loss of principal. Additional risks may be associated with investments outside the United States, especially in emerging markets, including currency fluctuations, illiquidity, volatility, and political and economic risks. Investments in small- and mid-capitalization companies may increase the risk of greater price fluctuations. Portfolios investing in bonds have the same interest rate, inflation, and credit risks that are associated with the underlying bonds. The value of bonds will fluctuate relative to changes in interest rates, decreasing when interest rates rise. This effect is more pronounced for longer-term bonds. Unlike bonds, bond funds have ongoing fees and expenses. Investments in mortgage-backed securities (MBS) may bear additional risk. Investments in lower rated and unrated bonds may be more sensitive to default, downgrades, and market volatility; these investments may also be less liquid than higher rated bonds. Investments in derivatives are subject to the risks associated with the securities or other assets underlying the pool of securities, including illiquidity and difficulty in valuation. A short position will lose value as the security's price increases. Theoretically, the loss on a short sale can be unlimited. Investments in the Funds are not FDIC insured, nor are they bank deposits or guaranteed by a bank or any other entity.

Please see our glossary for a definition of terms.

Thornburg mutual funds are distributed by Thornburg Securities Corporation.

Dividends are not guaranteed.

The performance data quoted represents past performance; it does not guarantee future results.

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.

Income earned from municipal bonds is exempt from regular federal and in some cases, state and local income tax. Income may be subject to the alternative minimum tax (AMT).

The laddering strategy does not assure or guarantee better performance than a non-laddered portfolio and cannot eliminate the risk of investment losses.

Diversification does not assure or guarantee better performance and cannot eliminate the risk of investment losses.