Thornburg Summit Fund
Overall Morningstar Rating among 697 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 697, 657 and 490 funds, as of 31 Dec 2022.
Portfolio Managers
Performance
Returns
(As of 31 Dec 2022)Fund Fees
(As of 31 Dec 2022)Hypothetical Growth of $10,000
(As of 31 Dec 2022)Distributions
(As of 31 Dec 2022)Fund Facts
(As of 31 Dec 2022)Characteristics
Portfolio
(As of 31 Dec 2022)Risk & Return Profile
(As of 31 Dec 2022)Portfolio
Top Holdings
(As of 30 Nov 2022)Exposure Breakdown
(As of 31 Dec 2022)Portfolio Managers

Ben Kirby, CFA

Jeff Klingelhofer, CFA
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