| Thornburg International Equity R5 TIVRX |
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| Release date as of 2024-03-31. Data on page is subject to change. |
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| Fees and Expenses |
Taken from prospectus dated 2024-02-01 |
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| Maximum Sales Fees |
| Maximum Sales Charge |
--- |
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| Maximum Fees |
| Administrative |
0.10%
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| Management |
0.88%
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| 12b-1 |
--- |
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| Actual Fees |
| 12b-1 |
--- |
| Management |
0.78%
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| Prospectus Net Expense Ratio |
0.90%
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| Total Annual Operating Expense |
1.23%
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Type |
Date |
% |
| ExpenseRatio |
Contractual |
2025-02-01 |
0.33 |
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| Inception Date: 2005-02-01 |
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| Mngr Name |
Lei Wang |
| Mngr Start Date |
2006-02-01 |
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| Biography |
| Lei Wang is portfolio manager for Thornburg Investment Management. He joined Thornburg Investment Management in 2004 as associate portfolio manager and was promoted to portfolio manager in 2006.
Lei holds a BA and an MA from East China Normal University and an MBA from New York University. He is a CFA charterholder. Prior to joining Thornburg, he served as an associate for Deutsche Bank as well as for Enso Capital Management. He has also worked as a bank supervision manager at China’s central bank. |
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| Mngr Name |
Matt Burdett |
| Mngr Start Date |
2021-01-15 |
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| Biography |
| Matt Burdett is portfolio manager for Thornburg Investment Management. He rejoined the firm in 2015 as an associate portfolio manager and was promoted to portfolio manager in 2018. Matt spent several years as a senior vice president and portfolio manager at PIMCO, where he co-managed various dividend-oriented strategies. Prior to his time at PIMCO, Matt worked as an equity analyst at Thornburg.
Matt was director of healthcare investment banking at CIBC World Markets / Oppenheimer prior to joining Thornburg in 2010. Earlier in his career, he was a medicinal chemist at Sunesis Pharmaceuticals. Matt holds an MBA from the Marshall School of Business at the University of Southern California and a bachelor’s degree in chemistry from the University of California, Berkeley. |
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| Thornburg Investment Management Inc |
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Past performance is no guarantee of future results.
Returns will vary and shares may be worth more or less than their original cost when sold.
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