Thornburg Investment Income Fund Quote
| TIBMX Fund | USD 25.89 0.11 0.43% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Thornburg Investment is trading at 25.89 as of the 1st of December 2024; that is 0.43% up since the beginning of the trading day. The fund's open price was 25.78. Thornburg Investment has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Thornburg Investment Income are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 12th of December 2022 and ending today, the 1st of December 2024. Click here to learn more.
The fund pursues its investment goals by investing in a broad range of income producing securities, primarily including stocks and bonds. It will under normal conditions invest at least 80 percent of its net assets in income-producing securities, and at least 50 percent of its net assets in common stocks.. More on Thornburg Investment Income
Moving together with Thornburg Mutual Fund
| 0.89 | TGIRX | Thornburg International | PairCorr |
| 0.89 | TGVAX | Thornburg International | PairCorr |
| 0.89 | TGVIX | Thornburg International | PairCorr |
| 0.89 | TGVRX | Thornburg International | PairCorr |
Moving against Thornburg Mutual Fund
Thornburg Mutual Fund Highlights
| Fund Concentration | Thornburg Funds, Large Value Funds, World Allocation Funds, World Allocation, Thornburg, Large Value, World Allocation (View all Sectors) |
| Update Date | 30th of September 2024 |
Thornburg Investment Income [TIBMX] is traded in USA and was established 1st of December 2024. Thornburg Investment is listed under Thornburg category by Fama And French industry classification. The fund is listed under World Allocation category and is part of Thornburg family. This fund at this time has accumulated 15.07 B in assets with no minimum investment requirementsThornburg Investment is currently producing year-to-date (YTD) return of 13.05% with the current yeild of 0.04%, while the total return for the last 3 years was 7.8%.
Check Thornburg Investment Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Thornburg Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Thornburg Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Thornburg Investment Income Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Thornburg Investment Income Mutual Fund Constituents
| ABBV | AbbVie Inc | Stock | Health Care | |
| AVGO | Broadcom | Stock | Information Technology | |
| CME | CME Group | Stock | Financials | |
| HD | Home Depot | Stock | Consumer Discretionary | |
| JPM | JPMorgan Chase Co | Stock | Financials | |
| MRK | Merck Company | Stock | Health Care | |
| NNGPF | NN Group NV | Pink Sheet | Insurance—Diversified | |
| NOVN | Novan Inc | Stock | Health Care |
Thornburg Investment Risk Profiles
| Mean Deviation | 0.3513 | |||
| Standard Deviation | 0.4753 | |||
| Variance | 0.2259 | |||
| Risk Adjusted Performance | (0.07) |
Thornburg Investment Against Markets
Other Information on Investing in Thornburg Mutual Fund
Thornburg Investment financial ratios help investors to determine whether Thornburg Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Thornburg with respect to the benefits of owning Thornburg Investment security.
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