Nasdaq - Delayed Quote USD
Thornburg Investment Income Builder R3 (TIBRX)
At close: November 22 at 6:46 PM EST
Investment Information
- Min Initial Investment
- 2,500,000
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- 25,000
- Min Subsequent Investment
- 2,500,000
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- 1
Broker Availability
- Comerica Bank
- Mid Atlantic Capital Corp
- Schwab Institutional
- JPMorgan
- Vanguard
- LPL SAM Eligible - 11.01.2023
- Vanguard NTF
- Raymond James
- Raymond James WRAP Eligible
- TD Ameritrade Retail
- TD Ameritrade Institutional
- Mid Atlantic Capital Group
- Securities America Advisors
- JP MORGAN NO-LOAD NTF
- JP MORGAN NTF
- JP MORGAN NO-LOAD TRANSACTION FEE
- Securities America Inc.
- Zhejiang Akcome New Energy Technology Co Ltd
- Vanguard TF
- JP Morgan No Load
- LPL SWM - 01.24.2024
- Schwab All (Retail, Instl, Retirement)
- Lincoln Investment Planning
- Pershing Retirement Plan Network
- LPL Brokerage Availability - February 2024
- Mid Atlantic Clearing and Settlement
Fund Summary
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 net assets in income-producing securities, and at least 50% of its net assets in common stocks.
Fund Overview
| Category | World Allocation |
| Fund Family | Thornburg |
| Net Assets | 13.63B |
| YTD Return | 13.02% |
| Yield | 3.99% |
| Morningstar Rating | |
| Inception Date | Feb 01, 2008 |
Performance & Risk
| YTD Return | 11.28% |
| 5y Average Return | 7.71% |
| Rank in Category (ytd) | 9 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.93 |
| Morningstar Risk Rating |
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