Thornburg Summit Fund
Overall Morningstar Rating among 404 Allocation--30% to 50% Equity funds, based on risk-adjusted returns for class A shares, using a weighted average of the funds three- and five-year ratings: respectively, 5 stars and 5 stars among 404 and 386 funds, as of 31 Aug 2025.
Portfolio Managers
Performance
Returns
(As of 30 Jun 2025)Fund Fees
(As of 1 Feb 2025)Hypothetical Growth of $10,000
(As of 31 Dec 2021)Distributions
(As of 17 Jun 2025)Fund Facts
(As of 31 Jul 2025)Characteristics
Portfolio
(As of 31 Jul 2025)Risk & Return Profile
(As of 31 Jul 2025)Portfolio
Top Holdings
(As of 31 Jul 2025)Exposure Breakdown
(As of 31 Jul 2025)Portfolio Managers

Neal BasuMullick, CFA

Lon Erickson, CFA
More Insights

Investment Landscape: Surveying Potential Risks and Opportunities

Investment Perspectives from the Road: Hong Kong and China

The U.S.-China Relationship, the Fed, and Data Reliability

Retirement Resources: The Endowment Spending Policy

The Enduring Role of Active Investment Management
