The Fund seeks long-term capital appreciation by investing in a portfolio of equity securities selected for their growth potential.
There is no guarantee that the Fund will meet its objectives.
The Fund invests in a selection of quality growth stocks that management believes will have growing revenues and earnings. The Fund can invest in companies of any size, from large, well-established firms to small, emerging growth franchises. Management uses traditional fundamental research to evaluate securities and make buy/sell decisions.
The Fund typically makes equity investments in three types of companies: Growth Industry Leaders, Consistent Growth, and Emerging Growth.
- Greg Dunn
Portfolio managers are supported by the entire Thornburg investment team.
- Net Assets as of 11/30/2018: $632.22 M
- Capital Gains Paid Annually: No 2018 Capital Gains Paid
- Benchmark: Russell 3000 Growth Index