Thornburg Value Fund

Scorecard
2 / 5 Stars
Lipper
2 1 2 2 5
Zacks Investment Research
3 (Hold)
Standard & Poor's
2 / 5 Stars
TheStreet.com
D+ (Sell)

#308 in Large Blend

U.S. News evaluated 487 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 35.02 percent over the past year, 7.62 percent over the past three years, 20.93 percent over the past five years, and 6.48 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 2.6%
1 Year 35.0%
3 Years (Annualized) 7.6%
5 Years (Annualized) 20.9%
10 Years (Annualized) 6.5%

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Summary

The investment seeks long-term capital appreciation; current income is the secondary consideration. The fund invests primarily in domestic equity securities (primarily common stocks) selected on a value basis. It may own a variety of securities, including foreign equity securities, partnership interests and foreign and domestic debt obligations. The fund invests in promising companies, and may invest in stocks that reflect unfavorable market perceptions of the company or industry fundamentals. It may invest in companies of any size, but invests primarily in the large and middle capitalization range of publicly traded companies.

Fees

Fees are Above Average compared to funds in the same category.
Thornburg Value Fund has an expense ratio of 1.40 percent.

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Risk

Risk is High compared to funds in the same category according to Morningstar.

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