Staying invested is critical to investment success.
Learn about how alternatives can play an important part in keeping your clients invested.
Results for: Client Approved
A comprehensive strategy overview with overall approach, investment process, portfolio construction and performance for the most recent quarter.
Annual returns ranked in order of performance.
A comprehensive strategy overview with overall approach, investment process, portfolio construction and performance for the most recent quarter.
A comprehensive strategy overview with overall approach, investment process, portfolio construction and performance for the most recent quarter.
A comprehensive strategy overview with overall approach, investment process, portfolio construction and performance for the most recent quarter.
A comprehensive strategy overview with overall approach, investment process, portfolio construction and performance for the most recent quarter.
A comprehensive strategy overview with overall approach, investment process, portfolio construction and performance for the most recent quarter.
Thornburg California Limited Term Municipal Fund strives to provide long-term preservation of principal, low volatility, low correlation to equities, and a steady stream of tax-free income (income is exempt from regular federal and California state income tax but may be subject to alternative minimum tax).
When evaluating income-producing investment vehicles, investors tend to focus their efforts on an investment’s yield, or current income divided by current price. While yield is an important statistic, an overemphasis on that one measure can mask the actual dollar amount paid to investors over time.
From core bonds to dividend-income stocks, Thornburg takes an active approach to income investing. We get results by thinking and investing differently in our search for income around the world.
Dividend Yield and 1-Year Forward PE Estimates for the 20 largest countries in terms of market cap, ranked in order.
Investment Income Builder Fund, Dividends Matter.
Dividends Have Consistently Been Critical to Stocks’ Total Return.
When rates rise, many fixed income and dividend portfolios suffer. That’s why you need to include allocations to investment strategies that can do well during periods of rising rates – like today.
