TIBIX : Thornburg Investment Income Builder Fund Class I

TIBIX is a Allocation Market Total World with MODERATE fees.

TIBIX

Thornburg Investment Income Builder Fund Class I

FI Score

63 /100

Expense Ratio Rating

7 /10

Expense Rating

1 /10

Market Score

10 /10

Category Score

5 /10

Market Size

10 /10

63% FI Score
  • tibix
  • Mutual Fund
  • Allocation
  • Total World

Thornburg Investment Income Builder Fund Class I

Expenses: 0.88% (Better than 1% of similar funds)

This is an OK choice for a Total World Allocation fund. See why ยป

Fund Summary

The investment seeks to provide a level of current income which exceeds the average yield on U.S. stocks; long-term capital appreciation is a secondary objective. 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% of its assets in income-producing securities, and at least 50% of its assets in common stocks.

Largest Holdings

Amount Holding
4.81% Orange SA
4.48% China Mobile Ltd
3.95% Taiwan Semiconductor Manufacturing Co Ltd
3.75% Deutsche Telekom AG
3.43% Roche Holding AG Dividend Right Cert.
2.99% The Home Depot Inc
2.82% CME Group Inc Class A
2.55% Broadcom Inc
2.46% Enel SpA
2.39% Vodafone Group PLC
2.30% JPMorgan Chase & Co
2.28% Walgreens Boots Alliance Inc
2.23% NN Group NV
2.20% AbbVie Inc
2.16% Merck & Co Inc
2.15% Samsung Electronics Co Ltd
2.11% Total SA
2.05% Qualcomm Inc
2.04% Equitable Holdings Inc
2.00% Royal Dutch Shell PLC ADR Class A
1.98% Mining and Metallurgical Company NORILSK NICKEL PJSC ADR
1.91% UBS Group AG
1.65% Crown Castle International Corp
1.52% AstraZeneca PLC
1.52% Pfizer Inc

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