- What does TBWIX invest in?
- This fund primarily allocates its capital to a diverse selection of international company shares and their associated depositary receipts. The investment advisor's process integrates rigorous fundamental analysis of potential issuers with a thorough examination of significant environmental, social, and governance (ESG) factors. To pursue its objectives, the fund can invest in a range of equity securities, including common stocks, preferred stocks, and publicly traded real estate investment trusts.
- What is the expense ratio of TBWIX?
- Thornburg Better World International Fund Class I (TBWIX) charges an expense ratio of 0.90%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is TBWIX?
- Thornburg Better World International Fund Class I (TBWIX) manages $456.5M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is TBWIX actively managed or an index fund?
- TBWIX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was TBWIX launched?
- Thornburg Better World International Fund Class I (TBWIX) launched in September 2015 and is managed by Thornburg.
- How has TBWIX performed?
- TBWIX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
