Thornburg Summit Fund
Overall Morningstar Rating among 683 Allocation--30% to 50% Equity funds, based on risk-adjusted returns for class I shares, using a weighted average of the funds three-, five-, and ten-year ratings: respectively, 5 stars, star and star among 683, 655 and 485 funds, as of 28 Feb 2023.
Portfolio Managers
Performance
Returns
(As of 31 Dec 2022)Fund Fees
(As of 1 Feb 2023)Hypothetical Growth of $10,000
(As of 28 Feb 2023)Distributions
(As of 31 Mar 2023)Fund Facts
(As of 28 Feb 2023)Characteristics
Portfolio
(As of 28 Feb 2023)Risk & Return Profile
(As of 28 Feb 2023)Portfolio
Top Holdings
(As of 31 Jan 2023)Exposure Breakdown
(As of 28 Feb 2023)Portfolio Managers

Ben Kirby, CFA

Jeff Klingelhofer, CFA
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