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Fund |
| Fund name: Thornburg Value Fund A
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| Symbol: TVAFX
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Portfolio contains these types of investments:
N/A
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| Minimum Investment: $5,000
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| 1-Year Profit Projection: N/A
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Brief fund description:
Thornburg Value Fund invests in a limited number of common stocks selected on a "Value Basis" using traditional fundamental research evaluation methods. The Fund portfolio is diversified to include primarily traditional basic value stocks, but also includes stocks of companies with consistent growth characteristics and emerging franchises when these issues are value priced.
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Expenses
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| Annual expense ratio: 1.44
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| Tax Efficiency: 95%
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Load Type:
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| Load Percentage: 4.5
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Performance
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| Performance 3 Months: N/A
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| Performance Year to Date: 30.4
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| Performance 12 Months: 35.8
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| Performance 3 Years: 34.1
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| Performance 5 Years: N/A
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Additional Comments
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Fund Features:
N/A
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Fund Strategy:
Long term capital appreciation by investing in a portfolio of securities selected on a value basis. As a secondary consideration the fund also seeks some current income
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