Thornburg Limited Term Income Fund

FUND OBJECTIVE

Provide as high a level of current income as is consistent, in the view of the Fund’s investment advisor, with safety of capital. A secondary objective is to reduce changes in its share price compared to longer term portfolios.

There is no guarantee that the Fund will meet its investment objectives.

INVESTMENT STRATEGY

The Fund is a laddered portfolio of short/intermediate investment grade obligations with an average maturity of less than five years. Investments with shorter average maturities, such as the Thornburg Limited Term Income Fund, are less exposed to interest rate risk than investments with longer average maturities.

Portfolio Management

Jason Brady, CFA
Jason Brady, CFA
President and CEO
Lon Erickson, CFA
Lon Erickson, CFA
Portfolio Manager and Managing Director
Jeff Klingelhofer, CFA
Jeff Klingelhofer, CFA
Portfolio Manager and Managing Director
Portfolio managers are supported by the entire Thornburg investment team.

Fund Facts as of

CLASS SYMBOL NAV CHANGE
(from 8/15/2019)
CUSIP INCEPTION
DATE
A THIFX $13.64 $0.00 885-215-509 10/1/1992
C THICX $13.62 $0.00 885-215-764 9/1/1994
I THIIX $13.64 $0.00 885-215-681 7/5/1996
R3 THIRX $13.65 $0.00 885-215-483 7/1/2003
R4 THRIX $13.63 $0.00 885-216-762 2/1/2014
R5 THRRX $13.64 $0.00 885-216-853 5/1/2012
R6 THRLX $13.67 $0.00 885-216-671 4/10/2017
  • Net Assets as of 7/31/2019: $5.5 B
  • Capital Gains Paid Annually: No 2018 Capital Gains Paid
Important Information