With Intelligence Honors Thornburg with Two 2026 Mutual Fund & ETF Awards
Thornburg takes top accolades in the multi-asset mutual fund of the year and newcomer ETF firm of the year categories
SANTA FE, NM — March 11, 2026 — Thornburg Investment Management, Inc. (“Thornburg”), a global investment firm that oversees $59 billion1 in assets, today announced that Thornburg Investment Income Builder Fund (Ticker: TIBIX) was awarded multi-asset mutual fund of the year and the firm was named newcomer ETF firm of the year at the With Intelligence 2026 Mutual Fund and ETF Awards ceremony.
Thornburg was also a finalist in two additional categories: newcomer ETF of the year for the Thornburg International Equity ETF (Ticker: TXUE) and PR campaign of the year for the 2025 launch of its ETF suite.
For over 30 years, the With Intelligence Mutual Fund and ETF Awards celebrate excellence across the traditional asset management industry, recognizing outstanding business leaders, innovators, product development specialists, fund directors, and top-performing funds.
“We are honored that our firm and investment strategies have been recognized by With Intelligence across four categories,” said Mark Zinkula, CEO of Thornburg. “Since its inception 24 years ago, the Thornburg Investment Income Builder Fund has consistently delivered an attractive and growing income stream to clients. Today, the fund ranks in the top decile for the 1-, 3-, 5-, and 10-year periods, as well as since inception.” (Based on total returns before sales charges, the fund ranked in the top decile for one-, five-, and 10-year periods, among 181, 173, and 143 funds in the Global Moderately Aggressive Allocation category, as of December 31, 2025.)
Mr. Zinkula added, “The launch of our ETF platform last year, which has grown to more than $500 million in assets, further reflects Thornburg’s enduring strengths as an active, high conviction, and global investor.”
Thornburg Investment Income Builder Fund is a multi-asset portfolio of global dividend-paying stocks, selected through a bottom-up, fundamentals and valuation-sensitive process. The strategy seeks to deliver an attractive, growing income stream and long-term capital appreciation by investing in companies with the ability and willingness to generate cash flow and distribute dividends to shareholders. With $22 billion in assets, the fund has been led since its inception in 2002 by Brian McMahon, vice chairman and chief investment strategist, along with Matt Burdett, head of equities, and Christian Hoffmann, head of fixed income.
Thornburg’s actively managed equity and fixed income ETFs offer investors access to high conviction portfolios with focused investment objectives:
- Thornburg International Equity ETF (TXUE) provides diversified exposure to non-U.S. markets with a focus on consistent risk-adjusted returns.
- Thornburg International Growth ETF (TXUG) invests in high-quality international equities with long-term growth potential and sustainable competitive advantages.
- Thornburg Multi Sector Bond ETF (TMB) offers diversified fixed-income exposure, enhanced income potential, and flexible sector allocation to adapt to markets.
- Thornburg Core Plus Bond ETF (TPLS) is designed to deliver superior total return with selective risk exposure and flexible sector allocation.
About Thornburg
Thornburg is an active, high-conviction manager of equities, fixed income, multi-asset and alternative solutions. As a privately owned firm and with $59 billion1 in client assets as of February 28, 2026, Thornburg serves institutions, financial professionals and investors worldwide. The firm offers mutual funds, ETFs, closed-end funds, separate accounts and UCITS funds. Thornburg was founded in 1982 and is headquartered in Santa Fe, New Mexico with an additional office in Hong Kong. For more information, visit www.thornburg.com or call 877 215 1330.
Media Inquiries
Michael Corrao
Director of Global Communications
Thornburg Investment Management
Tel: +1 505 467 5345
Email: mcorrao@thornburg.com
Important Information
1 Includes $58 billion in assets under management and $1 billion in assets under advisement as of February 28, 2026.
© 2026 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.
Investments carry risks, including possible loss of principal. Additional risks may be associated with investments outside the United States, especially in emerging markets, including currency fluctuations, illiquidity, volatility, and political and economic risks. Investments in small- and mid-capitalization companies may increase the risk of greater price fluctuations. Portfolios investing in bonds have the same interest rate, inflation, and credit risks that are associated with the underlying bonds. The value of bonds will fluctuate relative to changes in interest rates, decreasing when interest rates rise. Investments in the Fund are not FDIC insured, nor are they bank deposits or guaranteed by a bank or any other entity.
Before investing, carefully consider the Fund’s investment goals, risks, charges, and expenses. For a prospectus or summary prospectus containing this and other information, contact your financial advisor or visit thornburg.com. Read them carefully before investing.
Exchange Traded Funds (ETF) are bought and sold through exchange trading at market prices (not NAV) and are not individually redeemed from a Fund. Shares may trade at a premium or discount to their NAV in the secondary market. Brokerage commissions will reduce returns.
Thornburg ETFs are actively managed and do not seek to replicate the performance of a specified index. To determine whether to buy or sell a security, the portfolio managers consider, among other things, various fund requirements and standards, along with economic conditions, alternative investments, interest rates and various credit metrics. If the portfolio manager considerations are inaccurate or misapplied, the fund’s performance may suffer.
Investments carry risks, including possible loss of principal. Additional risks may be associated with investments outside the United States, especially in emerging markets, including currency fluctuations, illiquidity, volatility, and political and economic risks. Investments in small- and mid-capitalization companies may increase the risk of greater price fluctuations. Risks associated with investing in Thornburg ETFs may include: (1) New and Smaller Sized Fund Risk, (2) Investment Adviser Risk and (3) Derivatives Risk. Additional risks associated with investing in TXUE and TXUG may include: (1) Equity Risk, (2) Risks Affecting Specific Countries or Regions and (3) Market and Economic Risk. Additional risks associated with investing in TXUG may include: (1) Growth Company Risk and (2) Small and Mid-Cap Company Risk. Additional risks associated with investing in TPLS and TMB may include: (1) Credit Risk, (2) High Yield Risk, (3) Interest Rate Risk and (4) Market and Economic Risk.
Thornburg ETFs are distributed by ALPS Distributors, Inc.
Thornburg mutual funds are distributed by Thornburg Securities LLC.
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