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Please read the information below. By accessing this web site of Thornburg Investment Management, Inc. ("Thornburg" or "we"), you acknowledge that you understand and accept the following terms and conditions of use.

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Thornburg Strategic Income Fund

Morningstar Rating  • Info

Overall Morningstar Rating among 290 Multisector Bond funds, based on risk-adjusted returns for class A shares, using a weighted average of the funds three-, five-, and ten-year ratings: respectively, 4 stars, 5 stars and 4 stars among 290, 253 and 148 funds, as of 31 Dec 2022.

As of 31 Dec 2022
Fund Assets
$5.3 B
As of 31 Dec 2022
NAV
$11.31
As of 27 Jan 2023
Change
$0.00
As of 27 Jan 2023
YTD NAV Performance
2.28%
As of 27 Jan 2023
Asset Category:
Global Fixed Income
Fund Benchmark:
BBG US Universal TR Value
Portfolio Managers
Portfolio Manager and Managing Director
Portfolio Manager and Managing Director
Co-Head of Investments and Managing Director
Portfolio Manager and Managing Director
President and CEO

Seeking to Deliver on the Promise of Income + Growth

The fund has delivered strong outperformance while taking below-average risk across standard time periods compared to peers in the Morningstar Multisector Bond category.

Strategic Income also has a history of providing:

  • Outperformance during rising rates
  • Downside protection
  • Enhanced total return potential

To learn more, explore the rest of the page and download our client approved brochure.

Download

SI-Morningstar-Percentile-Rankings_3Q22
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 Dec 2022)
YTD
1y
3y
5y
10y
Inception
Total Return with Sales Charge (%)
-10.83
-10.83
-0.49
1.22
2.62
4.57
Total Return without Sales Charge (%)
-6.62
-6.62
1.04
2.16
3.09
4.89
BBG US Universal TR Value (%)
-12.99
-12.99
-2.54
0.18
1.33
2.95
Strategic Income Blend (%)
-13.87
-13.87
-0.96
1.45
2.73
3.48
Morningstar Category Avg. (%)
-9.85
-9.85
-1.1
0.85
2.2
Morningstar Quartile
1
1
1
1
YTD
1y
3y
5y
10y
Inception
Total Return with Sales Charge (%)
-10.83
-10.83
-0.49
1.22
2.62
4.57
Total Return without Sales Charge (%)
-6.62
-6.62
1.04
2.16
3.09
4.89
BBG US Universal TR Value (%)
-12.99
-12.99
-2.54
0.18
1.33
2.95
Strategic Income Blend (%)
-13.87
-13.87
-0.96
1.45
2.73
3.48
Morningstar Category Avg. (%)
-9.85
-9.85
-1.1
0.85
2.2
Morningstar Quartile
1
1
1
1
YTD
1y
3y
5y
10y
Inception
Total Return with Sales Charge (%)
-10.83
-10.83
-1.45
6.25
29.52
95.76
Total Return without Sales Charge (%)
-6.62
-6.62
3.16
11.29
35.58
104.94
BBG US Universal TR Value (%)
-12.99
-12.99
-7.43
0.91
14.15
54.72
Strategic Income Blend (%)
-13.87
-13.87
-2.85
7.46
30.93
67.18
YTD
1y
3y
5y
10y
Inception
Total Return with Sales Charge (%)
-10.83
-10.83
-1.45
6.25
29.52
95.76
Total Return without Sales Charge (%)
-6.62
-6.62
3.16
11.29
35.58
104.94
BBG US Universal TR Value (%)
-12.99
-12.99
-7.43
0.91
14.15
54.72
Strategic Income Blend (%)
-13.87
-13.87
-2.85
7.46
30.93
67.18
2017
2018
2019
2020
2021
2022
Total Return with Sales Charge (%)
1.25
-4.24
2.73
3.03
-2.21
-10.83
Strategic Income Blend (%)
7.09
-1.63
12.45
9.68
2.85
-13.87
BBG US Universal TR Value (%)
4.09
-0.25
9.29
7.58
-1.10
-12.99
Fund Fees

Fund Fees

(As of 31 Dec 2022)
Gross Expense Ratio (%)
1.05
Net Expense Ratio (%)
1.05
Hypothetical Growth of $10,000

Hypothetical Growth of $10,000

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

Distributions

(As of 31 Dec 2022)
Ex-Date
Total ($)
Income ($)
ST Cap Gains ($)
LT Cap Gains ($)
31 Dec 2007
0.01481
0.01481
31 Mar 2008
0.15507
0.15507
30 Jun 2008
0.18250
0.18250
30 Sep 2008
0.18560
0.18560
31 Dec 2008
0.20638
0.20638
31 Mar 2009
0.17000
0.17000
30 Jun 2009
0.18570
0.18570
30 Sep 2009
0.20719
0.20719
19 Nov 2009
0.05056
0.04624
0.00432
31 Dec 2009
0.22272
0.22272
31 Mar 2010
0.00211
0.00211
30 Jun 2010
0.00275
0.00275
30 Sep 2010
0.00231
0.00231
19 Nov 2010
0.28440
0.17443
0.10997
31 Dec 2010
0.22000
0.22000
31 Mar 2011
0.17351
0.17351
30 Jun 2011
0.18415
0.18415
30 Sep 2011
0.20300
0.20300
18 Nov 2011
0.27627
0.06902
0.20725
30 Dec 2011
0.21750
0.21750
31 Jan 2012
0.06000
0.06000
29 Feb 2012
0.05500
0.05500
30 Mar 2012
0.05750
0.05750
30 Apr 2012
0.05750
0.05750
31 May 2012
0.06000
0.06000
29 Jun 2012
0.06250
0.06250
31 Jul 2012
0.06250
0.06250
31 Aug 2012
0.06000
0.06000
28 Sep 2012
0.05500
0.05500
31 Oct 2012
0.05000
0.05000
30 Nov 2012
0.19172
0.05500
0.06761
0.06911
31 Dec 2012
0.06000
0.06000
31 Jan 2013
0.05500
0.05500
28 Feb 2013
0.05000
0.05000
28 Mar 2013
0.05000
0.05000
30 Apr 2013
0.05000
0.05000
31 May 2013
0.05500
0.05500
28 Jun 2013
0.05250
0.05250
31 Jul 2013
0.05750
0.05750
30 Aug 2013
0.05500
0.05500
30 Sep 2013
0.05500
0.05500
31 Oct 2013
0.05750
0.05750
29 Nov 2013
0.32472
0.05500
0.11575
0.15397
31 Dec 2013
0.05000
0.05000
31 Jan 2014
0.04250
0.04250
28 Feb 2014
0.04250
0.04250
31 Mar 2014
0.04500
0.04500
30 Apr 2014
0.04250
0.04250
30 May 2014
0.03976
0.03976
30 Jun 2014
0.04750
0.04750
31 Jul 2014
0.04250
0.04250
29 Aug 2014
0.03750
0.03750
30 Sep 2014
0.03750
0.03750
31 Oct 2014
0.03500
0.03500
28 Nov 2014
0.18512
0.03500
0.05556
0.09456
31 Dec 2014
0.03750
0.03750
30 Jan 2015
0.03750
0.03750
27 Feb 2015
0.04000
0.04000
31 Mar 2015
0.04000
0.04000
30 Apr 2015
0.04000
0.04000
29 May 2015
0.04000
0.04000
30 Jun 2015
0.03750
0.03750
31 Jul 2015
0.04000
0.04000
31 Aug 2015
0.04000
0.04000
30 Sep 2015
0.04000
0.04000
30 Oct 2015
0.02500
0.02500
30 Nov 2015
0.05242
0.02500
0.02742
0.00000
31 Dec 2015
0.02500
0.02500
29 Jan 2016
0.04125
0.04125
29 Feb 2016
0.04125
0.04125
31 Mar 2016
0.04125
0.04125
29 Apr 2016
0.03875
0.03875
31 May 2016
0.02750
0.02750
30 Jun 2016
0.02750
0.02750
29 Jul 2016
0.02500
0.02500
31 Aug 2016
0.02500
0.02500
30 Sep 2016
0.02250
0.02250
31 Oct 2016
0.02250
0.02250
30 Nov 2016
0.02125
0.02125
30 Dec 2016
0.02125
0.02125
31 Jan 2017
0.02125
0.02125
28 Feb 2017
0.04000
0.04000
31 Mar 2017
0.03500
0.03500
28 Apr 2017
0.03250
0.03250
31 May 2017
0.03250
0.03250
30 Jun 2017
0.03250
0.03250
31 Jul 2017
0.03250
0.03250
31 Aug 2017
0.03250
0.03250
29 Sep 2017
0.03250
0.03250
31 Oct 2017
0.03000
0.03000
30 Nov 2017
0.02750
0.02750
29 Dec 2017
0.02500
0.02500
31 Jan 2018
0.02500
0.02500
28 Feb 2018
0.02500
0.02500
29 Mar 2018
0.02575
0.02575
30 Apr 2018
0.02575
0.02575
31 May 2018
0.02900
0.02900
29 Jun 2018
0.02900
0.02900
31 Jul 2018
0.03000
0.03000
31 Aug 2018
0.03000
0.03000
28 Sep 2018
0.03000
0.03000
31 Oct 2018
0.03000
0.03000
30 Nov 2018
0.03000
0.03000
31 Dec 2018
0.03500
0.03500
31 Jan 2019
0.03500
0.03500
28 Feb 2019
0.03500
0.03500
29 Mar 2019
0.03500
0.03500
30 Apr 2019
0.03500
0.03500
31 May 2019
0.03550
0.03550
28 Jun 2019
0.03550
0.03550
31 Jul 2019
0.03500
0.03500
31 Aug 2019
0.03275
0.03275
30 Sep 2019
0.03275
0.03275
31 Oct 2019
0.03275
0.03275
30 Nov 2019
0.03200
0.03200
31 Dec 2019
0.03200
0.03200
31 Jan 2020
0.03200
0.03200
29 Feb 2020
0.03000
0.03000
31 Mar 2020
0.02950
0.02950
30 Apr 2020
0.02950
0.02950
31 May 2020
0.02950
0.02950
30 Jun 2020
0.03150
0.03150
31 Jul 2020
0.03350
0.03350
31 Aug 2020
0.03350
0.03350
30 Sep 2020
0.04150
0.04150
30 Oct 2020
0.04150
0.04150
30 Nov 2020
0.04150
0.04150
31 Dec 2020
0.04500
0.04500
29 Jan 2021
0.04500
0.04500
26 Feb 2021
0.04350
0.04350
31 Mar 2021
0.04250
0.04250
30 Apr 2021
0.04100
0.04100
28 May 2021
0.03700
0.03700
30 Jun 2021
0.03400
0.03400
30 Jul 2021
0.03350
0.03350
31 Aug 2021
0.03300
0.03300
30 Sep 2021
0.03300
0.03300
29 Oct 2021
0.03300
0.03300
30 Nov 2021
0.06161
0.03200
0.02906
0.00055
31 Dec 2021
0.03100
0.03100
31 Jan 2022
0.03050
0.03050
28 Feb 2022
0.03000
0.03000
31 Mar 2022
0.02950
0.02950
29 Apr 2022
0.03000
0.03000
31 May 2022
0.03025
0.03025
30 Jun 2022
0.03025
0.03025
29 Jul 2022
0.03075
0.03075
31 Aug 2022
0.03143
0.03143
30 Sep 2022
0.03250
0.03250
31 Oct 2022
0.03400
0.03400
30 Nov 2022
0.03400
0.03400
30 Dec 2022
0.03750
0.03750
Fund Facts

Fund Facts

(As of 31 Dec 2022)
Net Fund Assets
$5.3 B
Benchmark
BBG US Universal TR Value
Morningstar Category
Multisector Bond
Fund Symbol
TSIAX
Share Class
A
Share Class Inception Date
19 Dec 2007
Number of Holdings
1012
Portfolio Turnover
27%
Distribution Frequency
Monthly
30-Day SEC Yield (Subsidized)
3.97%
30-Day SEC Yield (Unsubsidized)
3.97%
Annualized Distribution Yield
3.76%
Characteristics

Characteristics

Portfolio

(As of 31 Dec 2022)
Portfolio
Benchmark
Effective Duration
3.3 Yrs
5.9 Yrs
Average Effective Maturity
5.1 Yrs
8.2 Yrs
Portfolio
Benchmark
Weighted Average Coupon
3.6%
3.0%
Yield to Worst
6.3%
5.1%
Risk & Return Profile

Risk & Return Profile

(As of 31 Dec 2022)
3y
5y
10y
Beta
0.42
0.39
0.36
R-Squared (%)
46.04
44.84
36.13
Standard Deviation (%)
3.21
2.58
2.24
Sharpe Ratio
0.18
0.47
1.17
Information Ratio
0.86
0.59
0.59
Up Capture (%)
39.27
37.08
34.99
Down Capture (%)
34.46
30.74
25.21
Portfolio

Portfolio

Top Holdings

(As of 30 Nov 2022)
Name
Ticker/Symbol
Sector
Weight %
United States Treasury Note/Bond
Government
1.0
United States Treasury Note/Bond
Government
0.9
Fannie Mae Pool
Mortgage Securities
0.8
United States Treasury Inflation Indexed Bonds
Government
0.6
PRPM 2022-INV1 Trust
Mortgage Securities
0.6
United States Treasury Note/Bond
Government
0.5
United States Treasury Inflation Indexed Bonds
Government
0.4
New Residential Advance Receivables Trust Advance Receivables Backed Notes
64831JAA7
Asset Backed Securities
0.4
United States Treasury Inflation Indexed Bonds
Government
0.4
Fannie Mae Pool
Mortgage Securities
0.4
Exposure Breakdown

Exposure Breakdown

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

Fund

Benchmark

0%
10%
20%
30%
40%
50%
Corporate
48.4
30.4
Asset Backed Securities
17.2
0.4
Cash & Cash Equivalents
10.1
Collateralized Mortgage Obligation
9.8
Treasury-Domestic
7.0
34.5
Mortgage Passthrough
4.1
23.4
Bank Loan
1.1
Commercial Mortgage Backed Security
0.9
1.6
Treasury-Foreign
0.7
4.4
Preferred Stock
0.6
Municipals
0.2
1.0
Common Stock
0.0
Currency Forward
-0.1
Sector Allocation
Fund (%)
Corporate
48.4
Asset Backed Securities
17.2
Cash & Cash Equivalents
10.1
Collateralized Mortgage Obligation
9.8
Treasury-Domestic
7.0
Mortgage Passthrough
4.1
Bank Loan
1.1
Commercial Mortgage Backed Security
0.9
Treasury-Foreign
0.7
Preferred Stock
0.6
Municipals
0.2
Common Stock
0.0
Currency Forward
-0.1
Top 10 Countries
Fund (%)
Benchmark (%)
Region

Portfolio

Benchmark

0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
United States
76.6
85.2
North America
Canada
2.1
1.5
North America
United Kingdom
1.1
1.4
UK
France
1.0
0.7
Europe ex UK
Mexico
1.0
0.5
Latin America
Japan
0.8
0.8
Japan
China
0.8
0.5
Asia Pacific ex Japan
Australia
0.7
0.5
Asia Pacific ex Japan
Belgium
0.6
0.0
Europe ex UK
United Arab Emirates
0.5
0.3
Other
Top 10 Countries
Fund (%)
United States
76.6
Canada
2.1
United Kingdom
1.1
France
1.0
Mexico
1.0
Japan
0.8
China
0.8
Australia
0.7
Belgium
0.6
United Arab Emirates
0.5
Credit Quality
Fund (%)
Benchmark (%)

Fund

Benchmark

0%
10%
20%
30%
40%
50%
60%
70%
U.S. Government
11.4
60.2
AAA
8.7
3.1
AA
2.3
4.0
A
15.7
12.6
BBB
24.5
13.9
BB
17.1
3.1
B
6.8
2.2
CCC
0.2
0.6
D
0.1
0.0
Not Rated
5.1
0.1
Cash & Cash Equivalents
8.2
Credit Quality
Fund (%)
U.S. Government
11.4
AAA
8.7
AA
2.3
A
15.7
BBB
24.5
BB
17.1
B
6.8
CCC
0.2
D
0.1
Not Rated
5.1
Cash & Cash Equivalents
8.2
Maturity
Fund (%)
Benchmark (%)

Fund

Benchmark

0%
5%
10%
15%
20%
25%
30%
Year 1
13.4
0.8
Year 2
11.5
11.8
Year 3
10.9
10.8
Year 4
8.8
8.7
Year 5
8.9
9.1
Year 6
10.5
8.3
Year 7
5.7
8.2
Year 8
5.2
8.6
Year 9
4.1
5.8
Year 10+
12.9
27.9
Cash
8.2
Maturity
Fund (%)
Year 1
13.4
Year 2
11.5
Year 3
10.9
Year 4
8.8
Year 5
8.9
Year 6
10.5
Year 7
5.7
Year 8
5.2
Year 9
4.1
Year 10+
12.9
Cash
8.2
Portfolio Managers

Portfolio Managers

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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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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