|2300 North Ridgetop Road , Santa Fe, NM 87506|
|Fund Manager||Brian J. McMahon|
|Manager Tenure||15 Years 2 Months|
The Fund seeks long-term capital appreciation by investing in equity and debt securities of all types from issuers around the world. The Fund pursues its investment goal by investing primarily in a broad range of equity securities, including common stocks, preferred stocks, real estate investment trusts, other equity trusts and partnership interests. The Fund may invest in any stock or other equity security which its investment advisor, Thornburg Investment Management, Inc. (Thornburg), believes may assist the Fund in pursuing its goal, including smaller companies with market capitalizations of less than $500 million.
|Asset Type||% Of Allocation|
|Total Net Assets||119.20 M|
|Criteria||3 Years||5 Years||10 Years|
|Minimum Initial IRA||$2000|
|Timeframe||Average Annual Current Performance Monthly As Of 08/31/2021||Average Annual Current Performance Quarterly As Of 06/30/2021||Avg Annual Current Performance Monthly As Of 08/31/2021||Avg Annual Current Performance Quarterly As Of 06/30/2021|
|Life Of Fund||
|Symbol||Company Name||% Of Assets|
|COF||CAPITAL ONE FINANCIAL CORP||5.28%|
|GOOGL||ALPHABET INC CLASS A||5.03%|
|RLNIY||RELIANCE INDUSTRIES LTD||4.92%|
|005930.K||SAMSUNG ELECTRONICS CO LTD||4.90%|
|NNGPF||NN GROUP NV||4.42%|
|CHA||CHINA TELECOM CORP LTD||4.17%|
|BDEV.L||BARRATT DEVELOPMENTS PLC||4.02%|
Join the Action Alerts PLUS Community today!
Brooks Automation is selling its chip solutions group and said it would no longer pursue splitting into two companies.
DR Horton said "significant disruptions in the supply chain ... along with tightness in the labor market" will lead to a modestly lower full-year sales forecast.
Colgate-Palmolive stock was upgraded to buy with an $86 price target at Deutsche Bank.
Jim Cramer discusses the market selloff, Evergrande, debt ceiling talks, the upcoming Federal Reserve meeting, Pfizer and more in his latest video interview with TheStreet.
Wynn Resorts faces regulatory uncertainty in Macau, but Morgan Stanley says the casino operator is still 'worth the risk.'
Tesla wants to expand its autonomous-driving effort to help cars make their way through cities, not just highways.
Stocks moving in premarket trading Monday include Pfizer, Netflix, Li Auto, AstraZeneca and Bank of America.
'Lehman moment' or managed failure? Either result has global markets rattled by the impending default of property developer China Evergrande.
What data should corn market watchers seek out in a tight market? A new volatility gauge offers some answers.
"These trial results provide a strong foundation for seeking authorization of our vaccine for children 5 to 11 years old, and we plan to submit them to the FDA and other regulators with urgency," said Pfizer CEO Albert Bourla.