When investing our shareholders’ assets, we direct our passion, our wisdom, and our experience to uncover investments with compelling value. With over $141 million (as of 3/31/09) of our employees’ money invested alongside our shareholders, we are constantly focused on evaluating risks and leveraging our portfolio management team’s experience to deliver positive returns. Yet, for us, our greatest return is the consistent industry recognition for our efforts and the confidence our shareholders and their advisors have placed in us year after year. Note that the firm did not win the most recent awards.
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BEST FIXED INCOME FUND FAMILY For the three-year period ending 12/31/07, among 41 eligible firms in the fixed income large firm universe based on risk-adjusted returns.
BEST MULTI-CAP GROWTH FUND Thornburg Core Growth Fund, A Shares For the five-year period ending 12/31/07, among 332 Multi-Cap Growth funds based on risk-adjusted returns.
BEST MIXED-ASSET TARGET ALLOCATION GROWTH FUND Thornburg Investment Income Builder Fund, I Shares For the three-year period ending 12/31/07, among 510 Mixed-Asset Target Allocation Growth funds based on risk-adjusted returns.
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Past performance does not guarantee future results. 2008 Lipper Fund Awards were granted to the fund or family in each Lipper classification that consistently delivered the strongest risk-adjusted performance as of 12/31/07 (calculated with dividends reinvested and without sales charges). Awards were given for three-year, five-year, and ten-year periods. The firm did not win the awards for other time periods. Lipper’s large firm universe is comprised of fund families with more than $28 billion in total net assets. Only fund families with at least five bond funds were eligible.
View a complete list of all the winners for all time periods.
Investments in the funds carry risks including possible loss of principal. Additional risks may be associated with the equity funds’ investments outside the United States, especially emerging markets, including currency fluctuations, illiquidity and volatility. Additionally, the equity funds may invest a portion of the assets in small capitalization companies, which may increase the risk of greater price fluctuations. As with direct bond ownership, funds that invest in bonds are subject to certain risks including interest rate risk, credit risk, and inflation risk. The principal value of bond funds will fluctuate relative to changes in interest rates, decreasing when interest rates rise. Unlike bonds, bond funds have ongoing fees and expenses. Investments in the funds are not FDIC insured, nor are they deposits of or guaranteed by a bank or any other entity.
Carefully consider each Fund’s investment objectives, risks, sales charges, and expenses; these are found
in the prospectus, which is available here. Read it carefully before you invest or send money.
