Thornburg is pleased to announce that Thornburg Limited Term Income Fund (“the Fund), Class I (ticker: THIIX), is a Refinitiv Lipper Fund Awards United States 2021 winner. The Fund is the best Short-Intermediate Investment-Grade Debt Fund over the ten-year period ending November 30, 2020 out of 32 funds, based on consistently strong risk-adjusted performance.
Thornburg Portfolio Managers Jeff Klingelhofer and Lon Erickson spoke with the Wall Street Transcript about Limited Term Income and Strategic Income. The Q&A is in depth, covering lots of ground such as the funds' objectives; Jeff, Lon, and the team's strategy during the recent recession; and the long-term outcomes they aim to generate for clients.
Fixed income managers tend to have a narrow mandate and a clear focus on specific areas. In contrast, Thornburg Limited Term Income Fund covers the entire taxable fixed income universe to find relative value. Lon Erickson, co-manager of the fund, stresses the importance of risk/reward evaluation within safety of the principal and income stability in this feature article on Ticker.com.
R6 share classes have been added to Thornburg Global Opportunities Fund, Investment Income Builder Fund, Limited Term Income Fund and Strategic Income Fund.