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Thornburg Strategic Income Fund

Morningstar Rating  • Info

Overall Morningstar Rating among 280 Multisector Bond 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, 5 stars and 5 stars among 280, 246 and 139 funds, as of 31 May 2022.

As of 31 May 2022
Fund Assets
$4.4 B
As of 31 May 2022
NAV
$11.20
As of 30 Jun 2022
Change
$0.00
As of 30 Jun 2022
YTD NAV Performance
-6.90%
As of 30 Jun 2022
Asset Category:
Global Fixed Income
Fund Benchmark:
BBG US Universal TR Value
Portfolio Managers
President and CEO
Portfolio Manager and Managing Director
Portfolio Manager and Managing Director
Co-Head of Investments and Managing Director
Portfolio Manager and Managing Director
Overview

Overview

Why Invest in This Strategy?

  • Highly active and flexible approach, designed to provide attractive risk-adjusted returns by investing in fixed income securities across sector, credit quality and geography.
  • Proven bottom-up fundamental approach to identify what we perceive to be the most attractive opportunities on a relative value basis.
  • Opportunistic, multi-sector bond strategy that seeks to provide a total return above that of core fixed income strategies with only incrementally higher risk.

Investment Objective

The fund’s goal is to provide investors with a high level of current income. The fund also seeks to provide some long-term capital appreciation.

Investment Approach

The fund is built around a highly active and flexible approach, able to invest in any income-producing security around the globe across sectors and issuers in order to identify the best relative value opportunities. Our collaborative process combines top-down macroeconomic considerations with deep, fundamental credit research for a comprehensive assessment of risk and reward across the fixed income universe.

Performance

Performance

Returns

(As of 31 Mar 2022)
YTD
1y
3y
5y
10y
Inception
Total Return (%)
-3.27
-0.92
4.01
4.01
4.54
5.75
BBG US Universal TR Value (%)
-6.11
-4.23
1.85
2.31
2.57
3.65
Strategic Income Blend (%)
-5.75
-1.35
4.48
4.33
4.07
4.32
Morningstar Category Avg. (%)
-4.29
-1.82
2.64
2.93
3.53
Morningstar Quartile
1
1
1
1
YTD
1y
3y
5y
10y
Inception
Total Return (%)
-4.78
-3.60
3.09
3.33
4.40
5.57
BBG US Universal TR Value (%)
-9.12
-8.41
0.20
1.33
2.06
3.38
Strategic Income Blend (%)
-9.70
-7.44
2.66
3.03
3.66
3.96
Morningstar Category Avg. (%)
-7.12
-6.1
1.29
2.07
3.27
Morningstar Quartile
1
1
1
1
YTD
1y
3y
5y
10y
Inception
Total Return (%)
-3.27
-0.92
12.52
21.74
55.95
122.29
BBG US Universal TR Value (%)
-6.11
-4.23
5.65
12.11
28.89
66.95
Strategic Income Blend (%)
-5.75
-1.35
14.05
23.58
49.03
82.96
YTD
1y
3y
5y
10y
Inception
Total Return (%)
-4.78
-3.60
9.57
17.79
53.88
118.84
BBG US Universal TR Value (%)
-9.12
-8.41
0.59
6.81
22.63
61.61
Strategic Income Blend (%)
-9.70
-7.44
8.19
16.12
43.28
75.29
2016
2017
2018
2019
2020
2021
Total Return (%)
8.08
6.47
0.68
7.91
8.25
2.78
BBG US Universal TR Value (%)
3.91
4.09
-0.25
9.29
7.58
-1.10
Strategic Income Blend (%)
3.71
7.09
-1.63
12.45
9.68
2.85
Fund Fees

Fund Fees

(As of 31 Mar 2022)
Gross Expense Ratio (%)
0.81
Net Expense Ratio (%)
0.60
Hypothetical Growth of $10,000

Hypothetical Growth of $10,000

(As of 31 May 2022)
(Hypothetical Growth of $10,000 vs BBG US Universal TR Value)
Distributions

Distributions

(As of 31 May 2022)
Ex-Date
Total ($)
Income ($)
ST Cap Gains ($)
LT Cap Gains ($)
31 Dec 2007
0.01531
0.01531
31 Mar 2008
0.16271
0.16271
30 Jun 2008
0.19056
0.19056
30 Sep 2008
0.19333
0.19333
31 Dec 2008
0.21249
0.21249
31 Mar 2009
0.17574
0.17574
30 Jun 2009
0.19233
0.19233
30 Sep 2009
0.21447
0.21447
19 Nov 2009
0.05056
0.04624
0.00432
31 Dec 2009
0.23080
0.23080
31 Mar 2010
0.00221
0.00221
30 Jun 2010
0.00282
0.00282
30 Sep 2010
0.00240
0.00240
19 Nov 2010
0.28440
0.17443
0.10997
31 Dec 2010
0.22874
0.22874
31 Mar 2011
0.19748
0.19748
30 Jun 2011
0.20847
0.20847
30 Sep 2011
0.22059
0.22059
18 Nov 2011
0.27627
0.06902
0.20725
30 Dec 2011
0.22402
0.22402
31 Jan 2012
0.06314
0.06314
29 Feb 2012
0.05800
0.05800
30 Mar 2012
0.06044
0.06044
30 Apr 2012
0.06017
0.06017
31 May 2012
0.06299
0.06299
29 Jun 2012
0.06537
0.06537
31 Jul 2012
0.06503
0.06503
31 Aug 2012
0.06254
0.06254
28 Sep 2012
0.05749
0.05749
31 Oct 2012
0.05349
0.05349
30 Nov 2012
0.19502
0.05830
0.06761
0.06911
31 Dec 2012
0.06326
0.06326
31 Jan 2013
0.05827
0.05827
28 Feb 2013
0.05308
0.05308
28 Mar 2013
0.05339
0.05339
30 Apr 2013
0.05305
0.05305
31 May 2013
0.05847
0.05847
28 Jun 2013
0.05559
0.05559
31 Jul 2013
0.06007
0.06007
30 Aug 2013
0.05755
0.05755
30 Sep 2013
0.05747
0.05747
31 Oct 2013
0.06071
0.06071
29 Nov 2013
0.32791
0.05819
0.11575
0.15397
31 Dec 2013
0.05333
0.05333
31 Jan 2014
0.04588
0.04588
28 Feb 2014
0.04606
0.04606
31 Mar 2014
0.04851
0.04851
30 Apr 2014
0.04558
0.04558
30 May 2014
0.04299
0.04299
30 Jun 2014
0.05089
0.05089
31 Jul 2014
0.04589
0.04589
29 Aug 2014
0.04121
0.04121
30 Sep 2014
0.03972
0.03972
31 Oct 2014
0.03847
0.03847
28 Nov 2014
0.18861
0.03849
0.05556
0.09456
31 Dec 2014
0.04090
0.04090
30 Jan 2015
0.04098
0.04098
27 Feb 2015
0.04294
0.04294
31 Mar 2015
0.04332
0.04332
30 Apr 2015
0.04316
0.04316
29 May 2015
0.04317
0.04317
30 Jun 2015
0.04057
0.04057
31 Jul 2015
0.04317
0.04317
31 Aug 2015
0.04293
0.04293
30 Sep 2015
0.04359
0.04359
30 Oct 2015
0.02819
0.02819
30 Nov 2015
0.05551
0.02809
0.02742
0.00000
31 Dec 2015
0.02810
0.02810
29 Jan 2016
0.04417
0.04417
29 Feb 2016
0.04390
0.04390
31 Mar 2016
0.04419
0.04419
29 Apr 2016
0.04170
0.04170
31 May 2016
0.03070
0.03070
30 Jun 2016
0.03044
0.03044
29 Jul 2016
0.02817
0.02817
31 Aug 2016
0.02822
0.02822
30 Sep 2016
0.02538
0.02538
31 Oct 2016
0.02775
0.02775
30 Nov 2016
0.02432
0.02432
30 Dec 2016
0.02445
0.02445
31 Jan 2017
0.02445
0.02445
28 Feb 2017
0.04344
0.04344
31 Mar 2017
0.03926
0.03926
28 Apr 2017
0.03663
0.03663
31 May 2017
0.03680
0.03680
30 Jun 2017
0.03666
0.03666
31 Jul 2017
0.03682
0.03682
31 Aug 2017
0.03680
0.03680
29 Sep 2017
0.03676
0.03676
31 Oct 2017
0.03423
0.03423
30 Nov 2017
0.03162
0.03162
29 Dec 2017
0.02923
0.02923
31 Jan 2018
0.02926
0.02926
28 Feb 2018
0.02881
0.02881
29 Mar 2018
0.02963
0.02963
30 Apr 2018
0.02938
0.02938
31 May 2018
0.03272
0.03272
29 Jun 2018
0.03254
0.03254
31 Jul 2018
0.03364
0.03364
31 Aug 2018
0.03349
0.03349
28 Sep 2018
0.03378
0.03378
31 Oct 2018
0.03364
0.03364
30 Nov 2018
0.03350
0.03350
31 Dec 2018
0.03864
0.03864
31 Jan 2019
0.03841
0.03841
28 Feb 2019
0.03868
0.03868
29 Mar 2019
0.03966
0.03966
30 Apr 2019
0.03895
0.03895
31 May 2019
0.03961
0.03961
28 Jun 2019
0.03978
0.03978
31 Jul 2019
0.03915
0.03915
31 Aug 2019
0.03641
0.03641
30 Sep 2019
0.03629
0.03629
31 Oct 2019
0.03674
0.03674
30 Nov 2019
0.03564
0.03564
31 Dec 2019
0.03568
0.03568
31 Jan 2020
0.03500
0.03500
29 Feb 2020
0.03348
0.03348
31 Mar 2020
0.03308
0.03308
30 Apr 2020
0.03374
0.03374
31 May 2020
0.03373
0.03373
30 Jun 2020
0.03549
0.03549
31 Jul 2020
0.03546
0.03546
31 Aug 2020
0.03749
0.03749
30 Sep 2020
0.04508
0.04508
30 Oct 2020
0.04300
0.04300
30 Nov 2020
0.04505
0.04505
31 Dec 2020
0.04844
0.04844
29 Jan 2021
0.04882
0.04882
26 Feb 2021
0.04660
0.04660
31 Mar 2021
0.04609
0.04609
30 Apr 2021
0.04445
0.04445
28 May 2021
0.04052
0.04052
30 Jun 2021
0.03701
0.03701
30 Jul 2021
0.03684
0.03684
31 Aug 2021
0.03679
0.03679
30 Sep 2021
0.03669
0.03669
29 Oct 2021
0.03648
0.03648
30 Nov 2021
0.06471
0.03510
0.02906
0.00055
31 Dec 2021
0.03426
0.03426
31 Jan 2022
0.03430
0.03430
28 Feb 2022
0.03323
0.03323
31 Mar 2022
0.03282
0.03282
29 Apr 2022
0.03354
0.03354
31 May 2022
0.03397
0.03397
Fund Facts

Fund Facts

(As of 31 May 2022)
Net Fund Assets
$4.4 B
Benchmark
BBG US Universal TR Value
Morningstar Category
Multisector Bond
Fund Symbol
TSIIX
Share Class
I
Share Class Inception Date
19 Dec 2007
Number of Holdings
970
Portfolio Turnover
29%
Distribution Frequency
Monthly
30-Day SEC Yield (Subsidized)
3.76%
30-Day SEC Yield (Unsubsidized)
3.63%
Annualized Distribution Yield
3.43%
Characteristics

Characteristics

Portfolio

(As of 31 May 2022)
Portfolio
Benchmark
Effective Duration
3.2 Yrs
6.2 Yrs
Average Effective Maturity
4.6 Yrs
8.3 Yrs
Portfolio
Benchmark
Weighted Average Coupon
3.3%
2.8%
Yield to Worst
5.2%
3.7%
Risk & Return Profile

Risk & Return Profile

(As of 31 May 2022)
3y
5y
10y
Beta
0.37
0.35
0.32
R-Squared (%)
31.84
31.87
25.76
Standard Deviation (%)
3.27
2.65
2.44
Sharpe Ratio
1.06
1.17
2.16
Information Ratio
0.96
0.78
0.97
Up Capture (%)
38.70
38.02
37.90
Down Capture (%)
25.36
22.84
16.58
Portfolio

Portfolio

Top Holdings

(As of 30 Apr 2022)
Name
Ticker/Symbol
Sector
Weight %
Freddie Mac Pool
Mortgage Securities
1.1
New Residential Mortgage Loan Trust
Mortgage Securities
0.5
The Charles Schwab Corp.
Financials
0.5
National Collegiate Student Loan Trust 2004-2
63543PBA3
Asset Backed Securities
0.5
Arbor Realty Commercial Real Estate Notes 2022-FL1 Ltd.
Asset Backed Securities
0.5
IAA, Inc.
449253AB9
Consumer, Cyclical
0.4
Imperial Fund Mortgage Trust 2022-NQM1
Mortgage Securities
0.4
Aqua Finance Trust 2019-A
038370AD4
Asset Backed Securities
0.4
The Dun & Bradstreet Corp.
26483NAN0
Technology
0.4
BHG Securitization Trust 2022-A
Asset Backed Securities
0.4
Exposure Breakdown

Exposure Breakdown

(As of 31 May 2022)
Sector Allocation
Fund (%)
Benchmark (%)

Fund

Benchmark

0%
10%
20%
30%
40%
50%
Corporate
49.4
31.1
Asset Backed Securities
22.9
0.3
Collateralized Mortgage Obligation
10.7
Cash & Cash Equivalents
8.5
Treasury-Domestic
3.0
33.5
Bank Loan
2.3
Commercial Mortgage Backed Security
1.6
1.7
Preferred Stock
0.9
Treasury-Foreign
0.5
4.5
Municipals
0.3
1.0
Currency Forward
0.0
Common Stock
0.0
Sector Allocation
Fund (%)
Corporate
49.4
Asset Backed Securities
22.9
Collateralized Mortgage Obligation
10.7
Cash & Cash Equivalents
8.5
Treasury-Domestic
3.0
Bank Loan
2.3
Commercial Mortgage Backed Security
1.6
Preferred Stock
0.9
Treasury-Foreign
0.5
Municipals
0.3
Currency Forward
0.0
Common Stock
0.0
Top 10 Countries
Fund (%)
Benchmark (%)
Region

Portfolio

Benchmark

0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
United States
76.4
84.7
North America
Canada
2.3
1.5
North America
Mexico
1.0
0.6
Latin America
United Kingdom
1.0
1.4
UK
China
0.9
0.6
Asia Pacific ex Japan
Cayman Islands
0.8
Other
Japan
0.7
0.8
Japan
United Arab Emirates
0.7
0.3
Other
Germany
0.6
0.4
Europe ex UK
Belgium
0.6
0.0
Europe ex UK
Top 10 Countries
Fund (%)
United States
76.4
Canada
2.3
Mexico
1.0
United Kingdom
1.0
China
0.9
Cayman Islands
0.8
Japan
0.7
United Arab Emirates
0.7
Germany
0.6
Belgium
0.6
Credit Quality
Fund (%)
Benchmark (%)

Fund

Benchmark

0%
10%
20%
30%
40%
50%
60%
U.S. Government
3.5
59.4
AAA
9.0
3.1
AA
3.7
4.0
A
15.4
12.6
BBB
20.8
14.2
BB
22.1
3.6
B
9.9
2.3
CCC
0.3
0.6
D
0.0
0.0
Not Rated
6.9
0.1
Cash & Cash Equivalents
8.5
Credit Quality
Fund (%)
U.S. Government
3.5
AAA
9.0
AA
3.7
A
15.4
BBB
20.8
BB
22.1
B
9.9
CCC
0.3
D
0.0
Not Rated
6.9
Cash & Cash Equivalents
8.5
Maturity
Fund (%)
Benchmark (%)

Fund

Benchmark

0%
5%
10%
15%
20%
25%
30%
Year 1
8.5
1.4
Year 2
14.1
11.1
Year 3
14.5
10.4
Year 4
9.3
8.6
Year 5
10.6
8.9
Year 6
8.4
9.6
Year 7
10.3
8.4
Year 8
5.0
7.4
Year 9
3.5
6.2
Year 10+
7.4
28.2
Cash
8.5
Maturity
Fund (%)
Year 1
8.5
Year 2
14.1
Year 3
14.5
Year 4
9.3
Year 5
10.6
Year 6
8.4
Year 7
10.3
Year 8
5.0
Year 9
3.5
Year 10+
7.4
Cash
8.5
Portfolio Managers

Portfolio Managers

Jason Brady, CFA
Jason Brady, CFA
President and CEO
Jason Brady is president and CEO of Thornburg Investment Management. He is responsible for the company’s overall strategy and direction. He is also portfolio manager on multiple strategies. He joined the firm in 2006, was made portfolio manager and managing director in 2007, and president and CEO in 2016. His book Income Investing: An Intelligent Approach to Profiting from Bonds,…
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Lon Erickson, CFA
Lon Erickson, CFA
Portfolio Manager and Managing Director
Lon Erickson is portfolio manager for Thornburg Investment Management. He joined Thornburg in 2008 and was made portfolio manager in 2010. Lon earned a BA in business administration with a minor in economics from Illinois Wesleyan University and an MBA from the University of Chicago Booth School of Business. He is a CFA charterholder. Prior to joining Thornburg Investment Management,…
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Christian Hoffmann, CFA
Christian Hoffmann, CFA
Portfolio Manager and Managing Director
Christian Hoffmann is portfolio manager for Thornburg Investment Management. He joined the firm in 2012 as a fixed income securities analyst and was promoted to associate portfolio manager in 2014, then portfolio manager in 2018. Christian graduated cum laude from New York University with a BA in economics. He is also a CFA charterholder. Prior to joining Thornburg, he served…
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Jeff Klingelhofer, CFA
Jeff Klingelhofer, CFA
Co-Head of Investments and Managing Director
Jeff Klingelhofer is co-head of investments for Thornburg Investment Management. He is responsible for driving the investment process at the firm level. Jeff is also a portfolio manager on multiple strategies. He joined the firm in 2010, then was promoted to associate portfolio manager in 2012. In 2015, Jeff was made portfolio manager and managing director. Jeff earned a BA…
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Ali Hassan, CFA, FRM
Ali Hassan, CFA, FRM
Portfolio Manager and Managing Director
Ali Hassan is portfolio manager for Thornburg Investment Management. He joined the firm in 2013 as a fixed income analyst, became senior fixed income analyst in 2017 and was promoted to portfolio manager in 2021. Ali graduated from Stanford University with a BA in economics and a BS in mathematical & computational science. Prior to his joining Thornburg, Ali worked…
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Advising Clients

Cryptocurrency and More

These days you can’t watch TV or read a newspaper without seeing a story or advertisement about cryptocurrency. But is it the next great investment?
Advising Clients

Inflation, Interest Rates, Corrections and Ukraine. Oh My!

As investors face multiple threats like inflation, increasing interest rates, volatile markets and the reality of the Ukrainian invasion, they are embarking on their own "hero's journey."
Man kayaking down waterfall, elevated view
Advising Clients

A Deep Dive into Social Security

Jan explains when the best time to claim social security benefits may be; why it makes sense to claim them as soon as possible; and the reasons people wait to collect.