Thornburg Summit Fund Class I
TSUMX
NASDAQ
Rating
Reward
Risk
Fund Information
Fund Type
Category
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
Minimum Subsequent Investment
Front End Fee
Back End Fee
Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
Top Holdings
Similar Funds
Performance
Beta
7-Day Total Return
30-Day Total Return
60-Day Total Return
90-Day Total Return
Year to Date Total Return
1-Year Total Return
2-Year Total Return
3-Year Total Return
5-Year Total Return
Last Bull Market Total Return
Last Bear Market Total Return
Forward Dividend Yield
Price
1-Month Low
--
1-Month High
--
52-Week Low
-- - --
52-Week High
-- - --
NAV
1-Month Low
1-Month High
52-Week Low
52-Week High
Company Information
Provider
Thornburg
Manager/Tenure
(Years)
(Years)
Neal BasuMullick (0), Lon Erickson (0)
Website
Address
Thornburg Investment Management
Santa Fe NM - 87506
Santa Fe NM - 87506
Country
United States
Phone Number
800-847-0200
Investment Strategy
The investment seeks to grow real wealth over time. The fund's investments are expected to emphasize long positions in equity securities and fixed income obligations, though the fund may also invest a significant amount of its assets in short positions. There are no specific percentage limitations on the amount of the fund's portfolio that may be invested in a particular asset class, and the proportions of the fund's assets that are invested in the respective asset classes are expected to vary over time and from time to time depending upon Thornburg's perceptions of which types of investments represent better values and opportunities.