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THRRX Thornburg Limited Term Income R5

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Fund THRRX Thornburg Limited Term Income R5
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Annual Fees
(0.67% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.94% annual return
Est. savings over 30 yrs
As of 9/30/16
1 YR RETURN 3.60%
3 YR 2.98%
5 YR 3.37%
10 YR 4.63%
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.

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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.

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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

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