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Thornburg




The Thornburg value portfolios focus on three types of holdings. The first type is basic value which is traditional low ratio stocks. The second holding type is consistent earners, which are high quality firms with consistent earnings. The third holding type is emerging franchises which are rapidly growing firms that they consider to be favorably valued.
 
The Thornburg Core Growth Fund also focuses on three types of holdings. The first type is growth industry leaders, which are fast growing companies with proprietary advantages in a particular industry segment. The second type is consistent growers, which are companies that show steady revenue and earnings increases. The third type is emerging growth companies.
 
The Thornburg Investment Income Builder Fund is a blended portfolio of common stocks and bonds with the goal of providing an attractive current income stream and opportunity for capital appreciation. Specifically, the Fund's main objective is to provide a level of income that's greater than the average yield of United States equities and which will grow over the years.
 
Thornburg CA Limited investment seeks to obtain as high level of current income exempt from federal and California state individual income taxes as is consistent with preservation of capital. The fund normally invests at least 80 percent of assets in municipal obligations originating in California and normally invests 100 percent in municipal obligations originating in California or issued by United States territories and possessions. They may invest up to 20 percent of assets in taxable securities which would produce income not exempt from federal or California income tax. They invest primarily in a laddered maturity portfolio of municipal obligations issued by the State of California and its agencies, and by California local governments and their agencies.
 
Thornburg Core Growth A seeks long-term growth. The fund invests mostly in domestic equity securities. However, they may own a variety of securities including foreign equity securities and debt securities. The advisor can invest in companies of any size, from larger, deep-rooted companies to smaller, emerging growth companies. Usually the fund will invest in the following 3 types of companies, consistent growth companies, a growth industry leaders, and emerging franchises.
 
The Minimum Initial Investment is 5,000 dollars and Minimum Subsequent Investment is 100 dollars.

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