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Investment Research Tools

Portfolio X-Ray mock-up on a laptop (Morningstar).

Investment Compare

The Morningstar Investment Compare tool quickly evaluates different funds against one another. In addition to Thornburg funds, add any Mutual Fund, Closed End Fund or ETF available from Morningstar. Important information and disclosures are included after you click Generate Report. Please ensure to enable pop-ups in your browser.

Portfolio X-Ray mock-up on a laptop (Morningstar).

Portfolio Review

The Morningstar Portfolio X-Ray tool compares and analyzes your portfolio holdings. In addition to Thornburg funds, add any Mutual Fund, Closed End Fund or ETF available from Morningstar. Important information and disclosures are included after you click Generate Report. Please ensure to enable pop-ups in your browser.