Fund Documents
- Fact Sheet: Developing World Fund – A, C & I Shares
- Fact Sheet: Developing World Fund – R Shares
- Prospectus: All Funds
Includes information on all Thornburg Equity and Fixed Income Funds. A, C, D & I Shares
- Prospectus: Retirement Plan Shares
- Statement of Additional Information (SAI)
- Statement of Additional Information (SAI): Retirement Shares
- Summary Prospectus: Developing World Fund – A, C & I Shares
- Summary Prospectus: Developing World Fund – R Shares
- The Offense and Defense of Disciplined Portfolio Balance
Correlations in “growth” and “value” equity factors may undercut the diversification benefits of benchmark-relative exposures to sectors and geographies. Consistent portfolio balance by “styles,” though, can lower beta and lift alpha.
