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 Sep 2025)Fund Fees
(As of 1 Feb 2025)Hypothetical Growth of $10,000
(As of 31 Dec 2021)Distributions
(As of 18 Sep 2025)Fund Facts
(As of 31 Aug 2025)Characteristics
Portfolio
(As of 31 Aug 2025)Risk & Return Profile
(As of 31 Aug 2025)Portfolio
Top Holdings
(As of 31 Aug 2025)Exposure Breakdown
(As of 31 Aug 2025)Portfolio Managers
Neal BasuMullick, CFA
Lon Erickson, CFA
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FOMC Update: Rates Lowered for the First Time Since 2024
