1 / 5 Stars
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Zacks Investment Research
Standard & Poor's
2 / 5 Stars
#314 in Large Blend
U.S. News evaluated 492 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 28.86 percent over the past year, 7.90 percent over the past three years, 18.82 percent over the past five years, and 6.55 percent over the past decade.
|Trailing Returns||Updated 03.31.2014|
|Year to date||2.5%|
|3 Years (Annualized)||7.9%|
|5 Years (Annualized)||18.8%|
|10 Years (Annualized)||6.6%|
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 are Above Average compared to funds in the same category.
Thornburg Value Fund has an expense ratio of 1.40 percent.
Risk is High compared to funds in the same category according to Morningstar.