Thornburg Small/Mid Cap Growth Fund
Overall Morningstar Rating among 479 Large Growth funds, based on risk-adjusted returns for class R5 shares, using a weighted average of the funds three-, five-, and ten-year ratings: respectively, 2 stars, 2 stars and 2 stars among 479, 440 and 358 funds, as of 31 Dec 2024.
Portfolio Managers
Performance
Returns
(As of 31 Dec 2024)Fund Fees
(As of 1 Feb 2025)Distributions
(As of 18 Nov 2021)Fund Facts
(As of 31 Dec 2024)Characteristics
Portfolio
(As of 31 Dec 2024)Risk & Return Profile
(As of 31 Dec 2024)Portfolio
Top Holdings
(As of 31 Dec 2024)Exposure Breakdown
(As of 31 Dec 2024)Portfolio Managers

Steven Klopukh, CFA

Tim McCarthy, CFA
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