Literature Library

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Prospectus and SAI*

Full Prospectuses   View or Download File
Thornburg All Funds Prospectus   All Funds Prospectus
Thornburg Low Duration Funds Prospectus   Thornburg Low Duration Funds Prospectus
Thornburg Retirement Shares Prospectus   Thornburg Retirement Share Prospectus
     
Summary Prospectuses A, B, C, D,
and I Shares
Retirement Shares
Equity Funds    
Value Fund Value Fund Summary Prospectus Value Fund Retirement Shares Summary Prospectus
International Value Fund International Value Fund Summary Prospectus International Value Fund Retirement Shares Summary Prospectus
Core Growth Fund Core Growth Fund Summary Prospectus Core Growth Fund Retirement Shares Summary Prospectus
Investment Income Builder Fund Investment Income Builder Fund Summary Prospectus Investment Income Builder Fund Retirement Shares Summary Prospectus
Global Opportunities Fund Global Opportunities Fund Summary Prospectus Global Opportunities Fund Retirement Shares Summary Prospectus
International Growth Fund International Growth Fund Summary Prospectus International Growth Fund Retirement Shares Summary Prospectus
Developing World Fund Developing World Fund Summary Prospectus Developing World Fund Retirement Shares Summary Prospectus
Bond Funds    
Limited Term Municipal Fund Limited Term Municipal Fund Summary Prospectus  
Intermediate Municipal Fund Intermediate Municipal Fund Summary Prospectus  
California Limited Term Municipal Fund California Limited term Municipal Fund Summary Prospectus  
New Mexico Intermediate Municipal Fund New Mexico Intermediate Municipal Fund Summary Prospectus  
New York Intermediate Municipal Fund New York Intermediate Municipal Fund Summary Prospectus  
Strategic Municipal Income Fund Strategic Municipal Income Fund Summary Prospectus  
Low Duration Municipal Fund Low Duration Municipal Fund Summary Prospectus  
Limited Term Income Fund Limited Term Income Fund Summary Prospectus Limited Term Income Fund Retirement Share Summary Prospectus
Limited Term U.S. Government Fund Limited Term US Government Fund Summary Prospectus Limited Term US Government Fund Retirement Shares Summary Prospectus
Strategic Income Fund Strategic Income Fund Summary Prospectus Strategic Income Fund Retirement Shares Summary Prospectus
Low Duration Income Fund Low Duration Income Fund Summary Prospectus  
     
Statements of Additional Information (SAI)   View or Download File
Thornburg All Funds Statement of Additional Information (SAI)   SAI - All Funds
Thornburg Low Duration Funds SAI   Thornburg Low Duration Funds SAI
Thornburg Retirement Shares SAI   SAI - Retirement Plan Shares
*Statement of Additional Information.    
     
XBRL Filing for Thornburg Low Duration Funds (January 8, 2014)    
XBRL Filing - (February 1, 2014 Filing)    
XBRL Filing for Retirement Shares (February 28, 2014)    
     

Shareholder Forms

Shareholders can perform routine maintenance features on their accounts easily by downloading and completing the following forms.

Form
Purpose
Fill-in/Print File
403(b) Plan Distribution Form Request a distribution from your 403(b)
Address Change
Change the address of record on your account.
Automated Investment Plan
Activate automatic investment privileges.
Beneficiary Change
Change designated beneficiary.
Broker/Dealer Change
Change the broker/dealer of record on your account.
Change Dividend and Capital Gain Option Change options to reinvest or pay out dividends and capital gains
Cost Basis Accounting Method Update Update the cost basis accounting method on your Thornburg account
Coverdell Education Account Distribution Request a distribution from the Thornburg Coverdell Education Savings Account (Coverdell ESA)
Fund Redemption
Redeem funds by mail.
IRA Distribution Request
Redeem funds from your IRA.
Letter of Intent
Letter of Intent for reduced sales charges
Name Change
Change your name
Registration Change
Change account registration
Systematic Withdrawal
Plan Application
Activate systematic withdrawal.
Telephone Redemption
Apply for telephone redemption privileges.
Transfer Authorization Form/Account Re-Registration Form
Authorize the transfer and identify the account from which the shares will be transferred.
Transfer on Death
Registration Form
Adding Transfer on Death Registration to an existing account.
Transfer on Death Affidavit Affidavit and registration form for nonprobate transfer to listed beneficiary for transfer on death account
Update Banking Instructions Add or update the banking instructions on your account.
W9
From the IRS.

Financial Reports

Equity Funds Semi-Annual
Annual
  (data as of 3/31/14)
All Share Classes
(data as of 9/30/14)
All Share Classes
Value Value Fund SemiAnnual Report Value Fund Annual Report
International Value International Value Fund Semi-Annual Report International Value Fund Annual Report
Core Growth Core Growth Fund Semi-Annual Report Core Growth Fund Annual Report
Investment Income Builder Investment Income Builder Fund Semi-Annual Report Investment Income Builder Fund Annual Report
Global Opportunities Fund Global Opportunities Fund Semi-Annual Report Global Opportunities Fund Annual Report
International Growth Fund International Growth Fund Semi-Annual Report International Growth Fund Annual Report
Developing World Fund Developing World Fund Semi-Annual Report Developing World Fund Semi-Annual Report
   
Bond Funds Semi-Annual Annual
  (data as of 3/31/14)
All Share Classes
(data as of 9/30/14)
All Share Classes
Limited Term Municipal Limited Term Municipal Fund Semi-Annual Report Limited Term Municipal Fund Annual Report
Intermediate Municipal Intermediate Municipal Fund Semi-Annual Report Intermediate Municipal Fund Annual Report
California Limited Term California Limited Term Municipal Fund Semi-Annual Report California Limited Term Municipal Fund Annual Report
New Mexico Intermediate New Mexico Intermediate Municipal Fund Semi-Annual Report New Mexico Intermediate Municipal Fund Annual Report
New York Intermediate New York Intermediate Municpal Fund Semi-Annual Report New York Intermediate Municpal Fund Annual Report
U.S. Government and Income Limited Term Income Funds Semi-Annual Report Limited Term Income Funds Annual Report
Strategic Income Strategic Income Fund Semi-Annual Report Strategic Income Fund Annual Report
Strategic Municipal Income Strategic Municipal Income Fund Semi-Annual Report
Strategic Municipal Income Fund Annual Report
Low Duration Municipal Strategic Income Fund Semi-Annual Report Strategic Income Fund Semi-Annual Report
Low Duration Income Strategic Municipal Income Fund Semi-Annual Report
Strategic Income Fund Semi-Annual Report

SEC Form N-Q Quarterly Schedule of Portfolio Holdings

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