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THIRX Thornburg Limited Term Income R3

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Fund THIRX Thornburg Limited Term Income R3 THOPX Thompson Bond  
100% 93%
Annual Fees
(0.99% Exp. Ratio)
(0.71% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.94% annual return
$13,208.82 $14,376.65
Est. savings over 30 yrs +$1,167.82
As of 9/30/16
1 YR RETURN 3.23%
3 YR 2.63%
5 YR 3.07%
10 YR 4.48%
1 YR RETURN 6.87%
3 YR 2.73%
5 YR 3.99%
10 YR 5.76%
The investment seeks as high a level of current income as the adviser believes is consistent with safety of capital; reducing changes in its share prices compared to longer term portfolios is a secondary goal. The fund invests at least 65% of its net assets in (i) obligations of the U.S. government, its agencies and instrumentalities, and (ii) debt obligations rated at the time of purchase. It maintains a portfolio of investments with a dollar-weighted average maturity or expected life of normally less than five years.
The investment seeks a higher level of current income while preserving capital. The fund normally invests at least 80% of its net assets plus any borrowing for investment purposes in a diversified portfolio of bonds, including corporate bonds of domestic issuers and of foreign issuers payable in U.S. dollars, short-term debt instruments, mortgage- and asset-related securities, bonds of foreign government issuers (including its agencies and instrumentalities) payable in U.S. dollars, and U.S. Treasury securities and other debt securities issued or guaranteed by the U.S. government (including its agencies and instrumentalities).

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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