"Global Opportunities"
International Value Fund co-portfolio manager Wendy Trevisani discusses the fund strategy as well as investing in European companies and a few specific examples on CNBC's All-Star Investors.
June 24, 2010
Learn more about Thornburg International Value Fund including Top 10 Holdings and most recent monthly and quarterly performance.
See our glossary for definition of terms.
Performance data quoted represents past performance and does not guarantee future results. Investment return and principal value will fluctuate so that upon redemption, investor’s shares may be worth more or less than their original cost. Current performance may be lower or higher than the data quoted.
Morningstar Rating™:
Overall Morningstar Rating among
651
Foreign Large Blend funds, based on risk-adjusted returns for Class A Shares, uses a weighted average of the fund's three-, five- and ten-year ratings: respectively,
four
stars,
five
stars, and
five
stars among
651
,
473
, and
261
funds, as of
7/31/10
1.
Important Information
The views expressed by the Portfolio Managers reflect their professional opinions and should not be considered buy or sell recommendations. Commentary by the host and other guest is not endorsed by Thornburg Investment Management.
Securities, countries and sectors mentioned are presented for the general information of Fund shareholders. Portfolio holdings are subject to change daily. Under no circumstances does the information contained within represent a recommendation to buy or sell securities. It should not be assumed that the investments in the securities were or will be profitable.
Diversification does not assure or guarantee better performance and cannot eliminate the risk of investment losses.
Investments in the Fund carry risks, including possible loss of principal. Special risks may be associated with investments outside the United States, especially in emerging markets, including currency fluctuations, illiquidity and volatility. Investments in small capitalization companies may increase the risk of greater price fluctuations. Investments in the Fund are not FDIC insured, nor are they deposits of or guaranteed by a bank or any other entity.
There is no guarantee that the Fund will meet its investment objectives.
Before investing, carefully consider the Fund’s investment goals, risks, charges, and expenses. For a prospectus containing this and other information, contact your financial advisor or visit our literature library. Read it carefully before investing.
1 To determine a fund’s Morningstar Rating™, funds with at least a three-year history are ranked in their categories by their Morningstar Risk-Adjusted Return scores. The top 10% receive 5 stars; the next 22.5%, 4 stars; the middle 35%, 3 stars; the next 22.5%, 2 stars; and the bottom 10% receive 1 star. The Risk-Adjusted Return accounts for variation in a fund’s performance (including the effects of all sales charges), placing more emphasis on downward variations and rewarding consistent performance. Other share classes may have different performance characteristics. © 2010 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.
