Thursday, January 11, 2007

Thornburg Mutual Funds - Consistently Strong Performance

Thornburg is a high quality mutual fund family. I use their funds exstensively in my practice. I am able to buy the Institutional shares which are no load and have a lower expense ratio (though I do have to pay a commission to trade in or out of the funds).

The overall performance of the Thornburg mutual funds has been consistently high with reasonable risk. Here is Morningstar information on the A shares of the Thornburg International Value fund.

http://quicktake.morningstar.com/fundnet/Snapshot.aspx?Country=USA&Symbol=TGVAX

Bill Fries is the manager of the Thornburg International Value and Thornburg Value funds.
He was featured in the International Herald Tribune's International Round Table discussion.

http://www.iht.com/articles/2006/12/08/yourmoney/mround.php

Libby Mihalka
The Financial Pragmatist

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