A History of Competitive Performance

At Thornburg Investment Management, each of our portfolios — whether a short-duration laddered bond fund or a flexible global equity fund — is guided by the same set of investment principles: we focus on the fundamentals, invest for the long term, and go wherever we see value. Third-party recognition reflects the performance that's borne of those investment principles.

LIPPER FUND AWARDS

Lipper Fund Awards are granted annually to the fund or family in each Lipper classification that consistently delivered the strongest risk-adjusted performance (calculated with dividends reinvested and without sales charge).

2013 Lipper Fund Award

2013 Lipper Fund Award

2012 Lipper Fund Awards

2011 Lipper Fund Awards

Lipper Fund Awards 2008

2007 Lipper Fund Awards

2006 Lipper Fund Awards

2004 Lipper Fund Awards

Best International Multi-Cap Growth Fund:
Thornburg International Growth Fund

2014
Class I shares for the three-year period ended 11/30/13, among 312 funds
Class I shares for the five-year period ended 11/30/13, among 276 funds

2013
Class I shares for the three-year period ended 11/30/12, among 264 funds
Class I shares for the five-year period ended 11/30/12, among 205 funds

 

Best Short-Intermediate Municipal Debt Fund:
Thornburg Limited Term Municipal Fund

2014
Class I shares for the 10-year period ended 11/30/13, among 29 funds.

2013
Class I shares for the five-year period ended 11/30/12, among 31 funds
Class I shares for the ten-year period ended 11/30/12, among 25 funds

2012
Class I shares for the five-year period ended 11/30/11, among 30 funds.
Class I shares for the 10-year period ended 11/30/11, among 23 funds.

2011
Class I shares for the 10-year period ended 12/31/10, among 22 funds.

 

Best Multi-Cap Growth Fund:
Thornburg Core Growth Fund

2014
Class R5 shares for the three-year period ended 11/30/13, among 432 funds.

2008
Class A shares for the five-year period ended 12/31/07, among 332 funds.

2007
Class I shares for the three-year period ended 12/31/06, among 371 funds.
Class A shares for the five-year period ended 12/31/06, among 294 funds.

2006
Class A shares for the three-year period ended 12/31/05, among 340 funds.

2004
Class A shares for the three-year period ended 12/31/03, among 287 funds.

 

Best New York Intermediate Municipal Debt Fund:
Thornburg New York Intermediate Municipal Fund

2014
Class I shares for the three-year period ended 11/30/13, among 31 funds.

 

Best Fixed Income Funds Family:
Best Large Company Fund

2012
For the three-year period ended 11/30/11, among 41 firms.

2008
For the three-year period ended 12/31/07, among 41 firms.

 

Best International Large-Cap Growth Fund:
Thornburg International Value Fund

2012
Class I shares for the 10-year period ended 11/30/11, among 113 funds.

 

Best Short-Intermediate Investment Grade Debt Fund:
Thornburg Limited Term Income Fund

2011
Class I shares for the 10-year period ended 12/31/10, among 82 funds.

 

Best Mixed-Asset Target Allocation Growth Fund:
Thornburg Investment Income Builder Fund

2008
Class I shares for the three-year period ended 12/31/07, among 510 funds.

 

Short-Intermediate U.S. Gov’t Category
Thornburg Limited Term U.S. Government Fund

2006
Class I shares for the five-year period ended 12/31/05, among 66 funds.

2005
Class I shares for the three-year period ended 12/31/04, among 74 funds.

2004
Class I shares for the one-year period ended 12/31/03, among 74 funds.

 

 

 

 

Lipper Awards are granted annually to the fund in each Lipper classification that consistently delivered the strongest risk-adjusted performance (calculated with dividends reinvested). The Funds did not win the awards for other time periods. Past performance does not guarantee future results.

Fund classification awards are given for the three-year, five-year, and ten-year periods.  Fund family awards are issued for the three-year period only. Thornburg did not win the awards for any time periods or years other than what's listed above. Only fund families with at least five bond funds were eligible for the Best Fixed Income Fund Family Award. Lipper's Large Company universe was comprised of fund families with more than $40 billion in total net assets for the 2012 award and more than $28 billion for the 2008 award. 

 

 

Important Information

Investments in the Funds 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, volatility, and political and economic risks. Investments in small capitalization companies may increase the risk of greater price fluctuations. Funds investing in bonds have the same interest rate, inflation, and credit risks that are associated with the underlying bonds. The principal value of bonds will fluctuate relative to changes in interest rates, decreasing when interest rates rise. This effect is more pronounced for longer-term bonds. Unlike bonds, bond funds have ongoing fees and expenses. Investments in mortgage backed securities (MBS) may bear additional risk. Investments in lower rated and unrated bonds may be more sensitive to default, downgrades, and market volatility; these investments may also be less liquid than higher rated bonds. Investments in derivatives are subject to the risks associated with the securities or other assets underlying the pool of securities, including illiquidity and difficulty in valuation. Investments in the Funds are not FDIC insured, nor are they deposits of or guaranteed by a bank or any other entity.

Class I shares may not be available to all investors. Minimum investments for the I share class may be higher than those for other classes.

Before investing, carefully consider the Fund’s investment goals, risks, charges, and expenses. For a prospectus or summary prospectus containing this and other information, contact your financial advisor or visit our literature library. Read them carefully before investing.

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