Thornburg Global Opportunities I
119 E Marcy St Suite 202 Santa Fe NM 87501
Map
Phone: 800-847-0200
| Category: | World Stock | | Fund Family: | Thornburg | | Net Assets: | 111.12M | | Year-to-Date Return: | -45.44% | | Yield: | 2.11% | | Morningstar Rating: | N/A | | Fund Inception Date: | 28-Jul-06 |
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Brian J. McMahon
Lead Manager since
28-Jul-06 | | | Brian McMahon, a graduate of Dartmouth Colleges prestigious Amos Tuck School, joined Thornburg Investment Management in 1984. As President and Chief Investment Officer, Brian is responsible for the companys overall investment activity. Brian holds a BA in Economics and Russian Studies from the University of Virginia. After receiving his MBA at Dartmouth, Brian joined Norwest Bank in 1979 and held various corporate finance positions before leaving in 1984 as a vice president. |
| Min Initial Investment: | $2,500,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $5,000 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks long-term capital appreciation by investing in equity and debt securities of all types from issuers around the world. The fund invests primarily in a broad range of equity securities, including common stocks, preferred stocks, real estate investment trusts, and other equity trusts. It may invest in any equity security which the investment advisor believes may assist the Fund in pursuing its goals, including smaller companies with market capitalizations of less than $500 million. |
| Last Dividend
(26-Jun-08):
| 0.15 | | Last Cap Gain
(19-Nov-07):
| 0.54 | | Annual Holdings Turnover
| 91.00% | | Average for Category:
| 63.66% |
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| Expense | THOIX | Category
Avg | | Total Expense Ratio: | 0.99%
| 1.54% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.44% | | Max Deferred Sales Load: | 0.00%
| 2.61% | | 3 Yr Expense Projection*: |
$381 | $685 | | 5 Yr Expense Projection*: |
$660 | $1,077 | | 10 Yr Expense Projection*: |
$1,455 | $2,132 |
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2.63% Nasdaq 0.00%
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