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Welcome to Thornburg

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Please read the information below. By accessing this web site of Thornburg Investment Management, Inc. ("Thornburg" or "we"), you acknowledge that you understand and accept the following terms and conditions of use.

Disclaimers

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Reference to a fund or security anywhere on this website is not a recommendation to buy, sell or hold that or any other security. The information is not a complete analysis of every material fact concerning any market, industry, or investment, nor is it intended to predict the performance of any investment or market.

All opinions and estimates included on this website constitute judgements of Thornburg as at the date of this website and are subject to change without notice.

All information and contents of this website are furnished "as is." Data has been obtained from sources considered reliable, but Thornburg makes no representation as to the completeness or accuracy of such information and has no obligation to provide updates or changes. Thornburg disclaims, to the fullest extent of the law, any implied or express warranty of any kind, including without limitation the implied warranties of merchantability, fitness for a particular purpose and non-infringement.

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Online Privacy and Cookie Policy

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Certain website's content has been obtained from sources that Thornburg believes to be reliable as of the date presented but Thornburg cannot guarantee the accuracy, timeliness, completeness, or suitability for use of such content. The content does not take into account individual investor's circumstances, objectives or needs. The content is not intended as an offer or solicitation with respect to the purchase or sale of any security or other financial instrument or any investment management services, nor does it constitute investment advice and should not be used as the basis for any investment decision.

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Thornburg International Equity Fund

Morningstar Rating  • Info

Overall Morningstar Rating among 676 Foreign Large Blend funds, based on risk-adjusted returns for class C shares, using a weighted average of the funds three-, five-, and ten-year ratings: respectively, 2 stars, 4 stars and 3 stars among 676, 617 and 407 funds, as of 31 Aug 2023.

As of 31 Aug 2023
Fund Assets
$2.5 B
As of 31 Aug 2023
NAV
$19.00
As of 2 Oct 2023
Change
$-0.24
As of 2 Oct 2023
YTD NAV Performance
4.05%
As of 2 Oct 2023
Asset Category:
International Equity
Fund Benchmark:
MSCI EAFE NTR

Portfolio Managers

Lei Wang, CFA
Portfolio Manager and Managing Director
Matt Burdett
Portfolio Manager and Managing Director
OverviewPerformanceFund FactsCharacteristicsPortfolioPortfolio ManagersLiterature
Overview

Overview

Why Invest in This Fund?

 

  • Focused, diversified international core equity portfolio that includes promising companies from both developed markets and emerging markets outside the U.S.
  • Rigorous, fundamental research process focused on buying sustainable businesses with sound business fundamentals trading at a discount to intrinsic value and with a defined path to success.
  • Three-basket portfolio construction process that seeks to provide style diversification, reduce volatility and deliver superior risk-adjusted performance over time.

Investment Objective

The fund’s goal is to provide investors with long-term capital appreciation by investing in equity and debt securities of all types.

Investment Approach

The fund uses a fundamental, bottom-up investment approach to uncover promising businesses with sound fundamentals in primarily the developed international markets of Europe and the Asia Pacific region.   The resulting portfolio is diversified by sector, country and market capitalization.  The portfolio is constructed with three types of stocks (basic value, consistent earners and emerging franchises) which provides the opportunity for our portfolio to produce attractive risk-adjusted returns across market cycles with less volatility over time.

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Performance

Performance

Returns

(As of 30 Sep 2023)
Average Annual Return
YTD
1y
3y
5y
10y
Inception
Total Return with Sales Charge (%)
4.37
23.70
2.00
4.34
3.41
5.95
Total Return without Sales Charge (%)
5.37
24.70
2.00
4.34
3.41
5.95
MSCI ACWI ex US (GR/NR) (%)
5.34
20.39
3.74
2.58
3.35
4.35
MSCI EAFE NTR (%)
7.08
25.65
5.75
3.24
3.82
4.12
Morningstar Category Avg. (%)
10.91
15.72
7.96
3.89
5.1
—
Morningstar Quartile
—
2
3
1
3
—
YTD
1y
3y
5y
10y
Inception
Total Return with Sales Charge (%)
4.37
23.70
2.00
4.34
3.41
5.95
Total Return without Sales Charge (%)
5.37
24.70
2.00
4.34
3.41
5.95
MSCI ACWI ex US (GR/NR) (%)
5.34
20.39
3.74
2.58
3.35
4.35
MSCI EAFE NTR (%)
7.08
25.65
5.75
3.24
3.82
4.12
Morningstar Category Avg. (%)
14.15
14.01
7.81
4.03
4.88
—
Morningstar Quartile
—
1
4
1
3
—
YTD
1y
3y
5y
10y
Inception
Total Return with Sales Charge (%)
4.37
23.70
6.13
23.66
39.85
332.80
Total Return without Sales Charge (%)
5.37
24.70
6.13
23.66
39.85
332.80
MSCI ACWI ex US (GR/NR) (%)
5.34
20.39
11.64
13.57
38.99
193.98
MSCI EAFE NTR (%)
7.08
25.65
18.28
17.27
45.55
178.03
YTD
1y
3y
5y
10y
Inception
Total Return with Sales Charge (%)
4.37
23.70
6.13
23.66
39.85
332.80
Total Return without Sales Charge (%)
5.37
24.70
6.13
23.66
39.85
332.80
MSCI ACWI ex US (GR/NR) (%)
5.34
20.39
11.64
13.57
38.99
193.98
MSCI EAFE NTR (%)
7.08
25.65
18.28
17.27
45.55
178.03
2017
2018
2019
2020
2021
2022
Total Return with Sales Charge (%)
23.06
-21.50
26.66
20.66
5.58
-18.41
MSCI ACWI ex US (GR/NR) (%)
27.19
-14.20
21.51
10.65
7.82
-16.00
MSCI EAFE NTR (%)
25.03
-13.79
22.01
7.82
11.26
-14.45

Source: Confluence

Periods less than one year are not annualized.

Performance data shown represents past performance and is no guarantee of future results. Investment return and principal value will fluctuate so shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than quoted.

The maximum sales charge for the equity funds' A shares is 4.50%. C shares include a 1% contingent deferred sales charge (CDSC) for the first year only. There is no up-front sales charge for class I or R shares.

Morningstar quartile ranking for Foreign Large Blend category is based on total returns before sales charges for 1-, 3-, 5- and 10-years, among 730, 678, 616 and 409 funds, respectively, as of 30 Jun 2023.

Prior to inception of I and R share classes, performance is hypothetical and was calculated from actual returns of an earlier share class adjusted for the expenses of the newer share class.

Share class inception dates: A and C shares, 28 May 1998; I shares, 30 Mar 2001; R3 shares, 1 Jul 2003; R4 shares, 1 Feb 2007; R5 shares, 1 Feb 2005; R6 shares, 1 May 2012.

Fund Fees

Fund Fees

(As of 1 Feb 2023)
Gross Expense Ratio (%)
2.05
Net Expense Ratio (%)
2.05

Thornburg Investment Management and/or Thornburg Securities Corporation have contractually agreed to waive fees and reimburse expenses through at least February 1, 2024, for some of the share classes; these are reflected in the net expense ratio. For more detailed information on fund expenses and waivers/reimbursements, please see the fund's prospectus.

Expense Ratios - Expressed as a percentage of total fund assets and include management fees and operating costs. Expense ratios fluctuate over time and the expense ratio in the prospectus may differ from the actual expense ratio. The fund's total return includes the deduction of expenses.

Hypothetical Growth of $10,000

Hypothetical Growth of $10,000

(As of 31 Aug 2023)
(Hypothetical Growth of $10,000 vs MSCI EAFE NTR)

The Hypothetical Growth graph compares a hypothetical investment in the Fund to the performance of the Index for the stated time period. Returns reflect reinvestment of dividends and capital gains, if any, as well as all fees and expenses.

Distributions

Distributions

(As of 15 Dec 2022)
Payable Date
Total ($)
Income ($)
ST Cap Gains ($)
LT Cap Gains ($)
30 Sep 1998
0.00600
0.00600
—
—
31 Mar 1999
0.02000
0.02000
—
—
30 Jun 1999
0.05000
0.05000
—
—
31 Dec 1999
0.13900
0.13900
—
—
31 Mar 2000
0.05200
0.05200
—
—
30 Jun 2000
0.14500
0.14500
—
—
29 Sep 2000
0.33900
0.33900
—
—
29 Dec 2000
0.75700
0.75700
—
—
29 Jun 2001
0.09500
0.09500
—
—
31 Dec 2004
0.00692
0.00692
—
—
30 Sep 2005
0.04055
0.04055
—
—
17 Nov 2005
0.40477
—
0.08666
0.31811
27 Sep 2006
0.06787
0.06787
—
—
17 Nov 2006
0.64859
—
0.05849
0.59010
26 Dec 2006
0.03327
0.03327
—
—
26 Jun 2007
0.01085
0.01085
—
—
26 Sep 2007
0.05195
0.05195
—
—
19 Nov 2007
2.87886
—
1.40945
1.46941
26 Jun 2008
0.08625
0.08625
—
—
26 Sep 2008
0.07581
0.07581
—
—
26 Dec 2008
0.00466
0.00466
—
—
26 Jun 2009
0.07968
0.07968
—
—
25 Sep 2009
0.00690
0.00690
—
—
25 Jun 2010
0.04925
0.04925
—
—
24 Sep 2010
0.01979
0.01979
—
—
24 Jun 2011
0.10925
0.10925
—
—
26 Sep 2011
0.03606
0.03606
—
—
26 Mar 2012
0.00266
0.00266
—
—
25 Jun 2012
0.10647
0.10647
—
—
24 Sep 2012
0.03239
0.03239
—
—
24 Jun 2013
0.10156
0.10156
—
—
24 Sep 2013
0.01803
0.01803
—
—
24 Sep 2014
0.07647
0.07647
—
—
19 Nov 2014
2.52021
—
0.00000
2.52021
24 Jun 2015
0.05101
0.05101
—
—
24 Sep 2015
0.05190
0.05190
—
—
19 Nov 2015
4.25368
—
0.00000
4.25368
24 Jun 2016
0.13524
0.13524
—
—
26 Sep 2016
0.13557
0.13557
—
—
23 Jun 2017
0.05438
0.05438
—
—
22 Sep 2017
0.05235
0.05235
—
—
17 Nov 2017
4.02883
—
0.64275
3.38608
14 Nov 2019
1.28372
—
0.00000
1.28372
19 Nov 2020
0.76614
—
0.38436
0.38178
18 Nov 2021
3.43433
—
1.31246
2.12187
16 Dec 2021
0.13694
0.13694
—
—
15 Dec 2022
0.21480
0.21480
—
—
Fund Facts

Fund Facts

(As of 31 Aug 2023)
Net Fund Assets
$2.5 B
Benchmark
MSCI ACWI ex US (GR/NR)
Morningstar Category
Foreign Large Blend
Fund Symbol
THGCX
Share Class
C
Share Class Inception Date
28 May 1998
Number of Holdings
53
Portfolio Turnover
49%
Distribution Frequency
Annually
Characteristics

Characteristics

Portfolio

(As of 31 Aug 2023)
Portfolio
Benchmark
Weighted Average Market Cap
$139.8 B
$43.0 B
Median Market Cap
$62.2 B
$8.5 B
Price to Earnings - Forward 1YR
14.5x
13.1x
Price to Earnings - Trailing 12 Months
15.5x
12.8x
Price to Cash Flow
7.5x
6.5x
Portfolio
Benchmark
Price to Book Value
2.1x
1.7x
Return on Assets - 5 YR
5.9%
7.3%
Return on Equity - 5 YR
15.3%
15.6%
Historical 3YR Sales Growth
14.8%
13.9%
Active Share
83.3%
—
Risk & Return Profile

Risk & Return Profile

(As of 30 Jun 2023)
3y
5y
10y
Annualized Alpha (%)
1.05
2.74
1.33
Beta
1.05
1.03
0.99
R-Squared (%)
92.97
92.91
89.63
Standard Deviation (%)
18.37
18.52
15.45
Sharpe Ratio
0.38
0.25
0.32
Information Ratio
0.27
0.56
0.25
Up Capture (%)
110.51
112.97
103.70
Down Capture (%)
107.45
102.61
97.96

Past performance does not guarantee future results.

Portfolio

Portfolio

Top Holdings

(As of 31 Aug 2023)
Name
Ticker/Symbol
Sector
Weight %
TotalEnergies SE
TTE
Energy
4.0
Alibaba Group Holding Ltd.
9988
Consumer Discretionary
3.8
Roche Holding AG
ROG
Health Care
3.4
Canadian Pacific Kansas City Ltd.
CP
Industrials
3.2
Meituan
3690
Consumer Discretionary
3.1
L'Oreal S.A.
OR
Consumer Staples
3.1
ING Groep N.V.
INGA
Financials
2.8
Linde plc
LIN
Materials
2.8
NN Group N.V.
NN
Financials
2.8
Safran S.A.
SAF
Industrials
2.7
Download Holdings

Portfolio holdings are subject to change daily.

Exposure Breakdown

Exposure Breakdown

(As of 31 Aug 2023)
Sector
Sector Allocation
Fund (%)
Benchmark (%)

Fund

Benchmark

0%
5%
10%
15%
20%
25%
30%
Industrials
19.4
13.2
Financials
13.6
20.7
Consumer Discretionary
9.8
12.1
Information Technology
9.3
11.6
Consumer Staples
8.7
8.6
Utilities
7.7
3.1
Cash & Cash Equivalents
7.2
—
Materials
7.1
7.8
Health Care
6.4
9.7
Communication Services
5.7
5.4
Energy
5.2
5.7
Real Estate
0.0
2.1
Sector Allocation
Fund (%)
Industrials
19.4
Financials
13.6
Consumer Discretionary
9.8
Information Technology
9.3
Consumer Staples
8.7
Utilities
7.7
Cash & Cash Equivalents
7.2
Materials
7.1
Health Care
6.4
Communication Services
5.7
Energy
5.2
Real Estate
0.0
Top 10 Industries
Fund (%)
Benchmark (%)

Fund

Benchmark

0%
5%
10%
15%
20%
Capital Goods
14.6
9.1
Utilities
7.7
3.1
Materials
7.1
7.8
Pharmaceuticals, Biotechnology & Life Sciences
6.0
7.8
Insurance
5.3
4.6
Energy
5.2
5.7
Banks
5.1
12.5
Semiconductors & Semiconductor Equipment
4.5
4.8
Consumer Discretionary Distribution & Retail
3.8
2.8
Consumer Staples Distribution & Retail
3.4
1.6
Top 10 Industries
Fund (%)
Capital Goods
14.6
Utilities
7.7
Materials
7.1
Pharmaceuticals, Biotechnology & Life Sciences
6.0
Insurance
5.3
Energy
5.2
Banks
5.1
Semiconductors & Semiconductor Equipment
4.5
Consumer Discretionary Distribution & Retail
3.8
Consumer Staples Distribution & Retail
3.4
Top 10 Countries
Fund (%)
Benchmark (%)
Region

Portfolio

Benchmark

0%
5%
10%
15%
20%
France
19.2
8.0
Europe ex UK
Japan
12.3
14.7
Japan
Netherlands
8.9
2.8
Europe ex UK
China
8.7
8.3
Asia Pacific ex Japan
Switzerland
8.0
6.6
Europe ex UK
United States
5.7
0.2
North America
Spain
5.6
1.7
Europe ex UK
Canada
5.4
7.5
North America
Germany
5.3
5.5
Europe ex UK
Italy
3.9
1.5
Europe ex UK
Top 10 Countries
Fund (%)
France
19.2
Japan
12.3
Netherlands
8.9
China
8.7
Switzerland
8.0
United States
5.7
Spain
5.6
Canada
5.4
Germany
5.3
Italy
3.9
Capitalization
Fund (%)
Benchmark (%)

Fund

Benchmark

0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
Large Cap (> $12 B)
94.1
81.9
Mid Cap ($2.5 to $12 B)
5.9
17.8
Small Cap (< $2.5 B)
0.0
0.3
Capitalization
Fund (%)
Large Cap (> $12 B)
94.1
Mid Cap ($2.5 to $12 B)
5.9
Small Cap (< $2.5 B)
0.0

Holdings with the Geography breakdown are classified by country of risk as determined by MSCI and Bloomberg.

Cash includes cash and cash equivalents. Weights are percentages of total portfolio unless otherwise noted.

The percentages may not add up to 100 due to rounding.

Portfolio Managers

Portfolio Managers

Lei Wang, CFA

Lei Wang, CFA

Portfolio Manager and Managing Director
Lei Wang is portfolio manager for Thornburg Investment Management. He joined Thornburg Investment Management in 2004 as associate portfolio ­manager and was promoted to portfolio manager in 2006. Lei holds a BA and an MA from East China Normal University and an MBA from New York University. He is a CFA charterholder. Prior to joining Thornburg, he served as an…
Learn More
Matt Burdett

Matt Burdett

Portfolio Manager and Managing Director
Matt Burdett is portfolio manager for Thornburg Investment Management. He rejoined the firm in 2015 as an associate portfolio manager and was promoted to portfolio manager in 2018. Matt spent several years as a senior vice president and portfolio manager at PIMCO, where he co-managed various dividend-oriented strategies. Prior to his time at PIMCO, Matt worked as an equity analyst…
Learn More

Literature

Fact Sheet
Commentary
Summary Prospectus
Annual Report
Semi-annual report
Prospectus
Statement of Additional Information (SAI)

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 thornburg.com. 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. Investments in the Fund are not FDIC insured, nor are they bank deposits or guaranteed by a bank or any other entity.

The performance of any index is not indicative of the performance of any particular investment. Unless otherwise noted, index returns reflect the reinvestment of income dividends and capital gains, if any, but do not reflect fees, brokerage commissions or other expenses of investing. Investors may not make direct investments into any index.

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

Class R shares are limited to retirement platforms only.

Class I shares may not be available to all investors. Minimum investments for the I share class may be higher than those for other classes.

There is no guarantee that the Fund will meet its investment objectives.

To determine a fund's Morningstar Ratingâ„¢, funds and other managed products with at least a three-year history are ranked in their categories by their Morningstar Risk-Adjusted Return scores. The top 10% receive 5 stars; the next 22.5%, 4 stars; the middle 35%, 3 stars; the next 22.5%, 2 stars; and the bottom 10% receive 1 star. The Risk-Adjusted Return accounts for variation in a managed product's monthly excess performance (excluding sales charges), placing more emphasis on downward variations and rewarding consistent performance. Other share classes may have different performance characteristics.

© 2023 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.

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.

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19 Sep 2023
15 min listen
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Business meeting with financial advisor in the office
Advising Clients

Help Clients Make Better Social Security Claiming Decisions
Social Security is another area where you demonstrate your value to clients.
By Jan Blakeley Holman, CFP, CIMA, ChFC, CDFA, CFS, GFS
12 Sep 2023
4 min read
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Woman carrying shopping bags in a buy and hold strategy
Advising Clients

Morningstar Study Makes the Case for Buy and Hold
Convincing clients to stay the course is one of your greatest challenges.
By Jan Blakeley Holman, CFP, CIMA, ChFC, CDFA, CFS, GFS
11 Sep 2023
4 min read
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