THRIX

About THRIX

Thornburg Limited Term Income Fund Class R4 is a mutual fund focused on generating income through investments in high-quality U.S. short- and intermediate-term investment grade bonds. Managed by Thornburg Capital Management, the fund emphasizes flexibility and active management, targeting a portfolio with an effective duration shorter than broad bond benchmarks. Its holdings are broadly diversified, including U.S. Treasury securities, government agency bonds, corporate debt, and asset-backed securities. The fund aims to provide consistent income and risk-adjusted returns while minimizing volatility, making it suitable for investors seeking a fixed income allocation with lower interest rate sensitivity relative to longer-duration funds. With notable exposure across multiple sectors—such as government, industrials, energy, and utilities—the fund plays a stabilizing role in diversified portfolios and navigates varying interest rate environments by adjusting its portfolio structure. As of recent data, the fund manages substantial assets and maintains a relatively low concentration in any single holding, further supporting its risk management objectives.