Thornburg Global Opportunities A (THOAX)
18.88
0.14(0.75%) May 24
| Prev Close: | 18.74 |
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| YTD Return*: | 4.66% |
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| Net Assets*: | 403.57M |
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| Yield*: | 0.47% |
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* As of 28-Feb-13
Quotes delayed, except where indicated otherwise. Currency in USD.
Fund Basics
| Morningstar Overall Rating: | |
| Total Assets: | 403.57M |
| Category: | World Stock |
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| Annual Report Expense Ratio (net): | 1.49% |
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Performance & Risk
| YTD Return: | 4.66% |
| 5y Avg Return: | 1.76% |
| Rank in Category (ytd): | 45 |
| % Rank in Category (ytd): | 4.27% |
| Beta (3y): | 0.93 |
| Morningstar Risk Rating: | 4 |
Fund Summary
The investment seeks long-term capital appreciation by investing in equity and debt securities of all types from issuers around the world.
The fund invests primarily in a broad range of equity securities, including common stocks, preferred stocks, real estate investment trusts, and other equity trusts. It may invest in any equity securities which the investment adviser believes may assist the fund in pursuing its goals, including smaller companies with market capitalization of less than $500 million.
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