THCHX

About THCHX

Thornburg Core Plus Bond Fund Class R3 is an actively managed mutual fund that focuses on generating income and total return through a diversified portfolio of fixed income securities. The fund primarily invests in investment-grade bonds but has the flexibility to allocate up to 25% of assets in securities rated below investment grade. Its portfolio is globally diversified, with significant exposures to U.S. government securities, corporate bonds, asset-backed securities, and select positions in below-investment-grade and non-rated assets. The fund aims to outperform traditional core bond benchmarks, such as the Bloomberg U.S. Aggregate Index, while maintaining a similar volatility profile. With monthly distributions and a high level of diversification—holding over 350 securities—the fund serves as a core allocation for investors seeking balanced risk and income in the intermediate-term bond category. The management emphasizes disciplined risk controls and transparency, with a strategy designed to capitalize on varied fixed income opportunities across sectors and credit qualities.