News & Events

  • Quarterly Portfolio Manager Conference Calls

    Thornburg Portfolio Managers give a detailed discussion of Fund performance influences and market environment during the quarter. Contact your internal sales consultant for additional information.

Literature Center

           
Title and Description Literature Code ML Control Number Revision Date Expiration Date Type
The Fading Masters of the Universe and Their Liquid Alt Heirs TH3809 17-002683 February 2017 5/10/2018 Client White Paper
There Is More to Dividends Than Just Yield TH2059 17-002688 March 2017 5/10/2018 Client White Paper
Rally in Emerging Market Equities Peaking, or Just Beginning? TH3977 17-006701 September 2017 8/31/2018 Client White Paper
The True High Growth Difference TH3909 17-002710 9/30/2017 5/12/2018 Brochure
The Case for Thornburg Core Bond Funds TH2596 16-002176 9/30/2017 7/15/2017 Client Sales Idea
Thornburg’s Income Spectrum TH2204 17-002711 9/30/2017 5/12/2018 Client Sales Idea
Core Growth Fund Fact Sheet TH580 16-002230 9/30/2017 8/15/2018 Client fact sheet
Core Growth Fund Profile TH2676 16-004887 9/30/2017 10/1/2017 Client fact sheet
International Value Fund Fact Sheet TH028 16-002229 9/30/2017 8/15/2018 Client fact sheet
International Value Fund Profile

TH2675

16-004887 9/30/2017 10/1/2017 Client fact sheet
Investment Income Builder Fund Fact Sheet TH319 16-002231 9/30/2017 8/15/2018 Client fact sheet
Investment Income Builder Fund Profile TH2678 16-004887 9/30/2017 10/1/2017 Client fact sheet
3 Year Rolling Return - Investment Income Builder Fund TH3656 17-002082 9/30/2017 1/30/2018 FA Sales Idea
Globally Diversified Income - Thornburg Investment Income Builder Fund TH3720 17-002229 9/30/2017 2/22/2018 Client Sales Idea
Global Opportunities Fund Fact Sheet TH1228 16-002233 9/30/2017 8/15/2018 Client fact sheet
Global Opportunities Fund Profile TH2680 16-004887 9/30/2017 10/1/2017 Client fact sheet
International Growth Fund Fact Sheet TH1387 16-002235 9/30/2017 8/15/2018 Client fact sheet
International Growth Fund Profile TH2677 16-004887 9/30/2017 10/1/2017 Client fact sheet
Limited Term Municipal Fund Fact Sheet TH030-A 16-002238 9/30/2017 8/15/2018 Client fact sheet
Limited Term Municipal Fund Profile

TH2681

16-004887 9/30/2017 10/1/2017 Client fact sheet
Limited Term Municipal Fund Rolling Two-Year Performance TH2119 17-006613 9/30/2017 8/30/2018 Client Sales Idea
Intermediate Municipal Fund Fact Sheet TH030-B 16-002239 9/30/2017 8/15/2018 Client fact sheet
Intermediate Municipal Fund Profile

TH2682

16-004887 9/30/2017 10/1/2017 Client fact sheet
Intermediate Municipal Fund Rolling Three-Year Performance TH2118 16-004021 9/30/2017 10/21/2017 Client Sales Idea
California Limited Term Municipal Fund Fact Sheet TH032-A 16-002242 9/30/2017 8/15/2018 Client fact sheet
California Limited Term Municipal Fund Profile

TH2687

16-004887 9/30/2017 10/1/2017 Client fact sheet
New Mexico Intermediate Municipal Fund Fact Sheet TH2885 16-002241 9/30/2017 8/15/2018 Client fact sheet
New Mexico Intermediate Municipal Fund Profile TH2685 16-004887 9/30/2017 10/1/2017 Client fact sheet
Limited Term Income Fund Fact Sheet TH029-B 16-002237 9/30/2017 8/15/2018 Client fact sheet
Limited Term Income Fund Profile

TH2683

16-004887 9/30/2017 10/1/2017 Client fact sheet
Limited Term Income Fund Rolling Two-Year Performance TH2117 16-004025 9/30/2017 10/21/2017 Client fact sheet
Limited Term U.S. Government Fund Fact Sheet TH029-A 16-002236 9/30/2017 8/15/2018 Client fact sheet
Limited Term U.S. Government Fund Profile

TH2684

16-004887 9/30/2017 10/1/2017 Client fact sheet
Strategic Income Fund Fact Sheet TH2749 16-002234 9/30/2017 8/15/2018 Client fact sheet
Strategic Income Fund Profile TH2688 16-004887 9/30/2017 10/1/2017 Client fact sheet
           
Title and Description Literature Code ML Control Number Revision Date Expiration Date Type
The Process of Managing Retirement Income TP696 17-006701 2017 8/31/2018 Presentation
The Laddered Bond Portfolio TH084 17-002230 12/8/2016 2/22/2018 Client sales idea
Endowment Spending Policy TH3661 17-002326 September 2017 3/1/2018 White paper
Building a Cash Flow Reserve Ladder TH3662 17-002327 September 2017 3/1/2018 White paper
The Value of Dividends in Retirement TH3663 17-002325 September 2017 3/1/2018 White paper
The Elevated Risks of Safe Stocks TH3736 17-002361 September 2016 3/6/2018 White paper
Diversified Bond Investing - Thornburg Strategic Income Fund TH3806 17-002114 9/30/2017 2/2/2018 FA Brochure
Platform Booklet TH3289 16-005525 9/30/2017 2/22/2018 FA handout
Bond Correlations and Interest Rates, Not Always a Straight Line TH3612 16-002178 10/28/2016 7/15/2017 FA White Paper
Beta Isn’t Better: Risks and Returns in Emerging Market Equities TH3581 16-005520 9/30/2017 4/6/2017 FA White Paper
Rediscovering the Dividend TP379 16-002374 9/30/2017 10/15/2017 presentation
Retiring Retirement: The Era of Longevity Planning TP550 16-005521 9/30/2017 4/6/2017 presentation
All in the Family: Managing Legacy Wealth TP596 16-002275 9/30/2017 8/15/2017 presentation
Reimagining Lives: Advising Women in Transition TP376 17-002356 9/30/2017 3/6/2018 presentation
Thornburg Firm Overview TP655 17-002362 9/30/2017 3/6/2018 presentation
The Current and Long-term Case for Overseas Investing TP666 17-002363 9/30/2017 3/6/2018 presentation
           
Title and Description Literature Code ML Control Number Revision Date Expiration Date Type
Fee Policy Statement Advisor Guide client approved TH2952 AR57FMM n/a 8/21/2018 White Paper
Fee Policy Statement Plan Sponsor Guide client approved TH2951 AR5D3YRX n/a 8/21/2018 White Paper
ERISA Plan Expense Worksheet TH2953 AR4JC5H6 9/30/2017 8/21/2018 White Paper
Process & Sales Ideas for Fee Policy Statement client approved TH3010 ARNJFDVK n/a 8/21/2018 White Paper
Sample Fee Policy Statement - interactive form client approved TH2950 AR4KHP5Y n/a 8/21/2018 White Paper
Fee Policy Statement: Best Practices for Managing Plan Expenses Under ERISA TP383 ARY7Q4BN 2017 4/7/2018 Presentation
A Guide to Best Practices for 401(k) Plan Investment Committees TP505 AR79QNL5 2017 8/21/2018 Presentation
Core Growth Fund Fact Sheet - R Shares TH435 16-002246 9/30/2017 8/15/2018 Client fact sheet
International Value Fund Fact Sheet - R Shares TH434 16-002245 9/30/2017 8/15/2018 Client fact sheet
Investment Income Builder Fund Fact Sheet - R Shares TH646 16-002247 9/30/2017 8/15/2018 Client fact sheet
Global Opportunities Fund Fact Sheet - R Shares TH1658 16-002248 9/30/2017 8/15/2018 Client fact sheet
International Growth Fund Fact Sheet - R Shares TH1659 16-002249 9/30/2017 8/15/2018 Client fact sheet
Limited Term Income Fund Fact Sheet - R Shares TH436-B 16-002253 9/30/2017 8/15/2018 Client fact sheet
Limited Term U.S. Government Fund Fact Sheet - R Shares TH436-A 16-002252 9/30/2017 8/15/2018 Client fact sheet
Strategic Income Fund Fact Sheet - R Shares TH2750 16-002251 9/30/2017 8/15/2018 Client fact sheet

Prospectus

Statement of Additional Information

This material is for investment professional use only.