Thornburg Summit Fund
Overall Morningstar Rating among 453 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, 4 stars and 5 stars among 453 and 423 funds, as of 30 Apr 2025.
Portfolio Managers
Performance
Returns
(As of 31 Mar 2025)Fund Fees
(As of 1 Feb 2025)Hypothetical Growth of $10,000
(As of 31 Dec 2021)Distributions
(As of 20 Mar 2025)Fund Facts
(As of 30 Apr 2025)Characteristics
Portfolio
(As of 30 Apr 2025)Risk & Return Profile
(As of 31 Mar 2025)Portfolio
Top Holdings
(As of 31 Mar 2025)Exposure Breakdown
(As of 30 Apr 2025)Portfolio Managers

Neal BasuMullick, CFA

Lon Erickson, CFA
More Insights

Investor Spotlight: The Municipal Bond Tax Exemption

5 Reasons to Consider Global ex-US Equities

FOMC Update: Inflation Risks and Tariff Uncertainty in Focus

Investor Spotlight: The Municipal Bond Tax Exemption

International Equity: The Power of Global Diversification
