Thornburg Core Plus Bond Fund Class I is an actively managed mutual fund within the intermediate core-plus bond category. Its primary objective is to generate income and pursue total returns that exceed those of traditional core bond portfolios, while maintaining a focus on moderate risk and volatility. The fund accomplishes this by investing broadly across U.S. investment-grade government, agency, corporate, and securitized bonds, with some flexibility to allocate a limited portion to non-investment grade and emerging market debt, seeking to enhance yield and diversification. Its holdings are diversified, typically encompassing several hundred securities, and the fund is notable for its substantial weighting in U.S. Treasury securities, which provides a foundation of credit quality and liquidity. The portfolio is managed with disciplined risk controls and transparency, and is benchmarked against the Bloomberg U.S. Aggregate Index. Considering its competitive fee structure, it is priced in the lower cost quintile among peers in its category. With effective duration positioned in the moderate range, Thornburg Core Plus Bond Fund Class I serves institutional investors and others seeking a balanced approach to income and risk within the fixed income segment.
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