Thornburg Global Opportunities Fund Class A (THOAX)

Overview

The fund is designed to provide investors with access to a broad range of equity securities, aiming to achieve its investment goals through a diversified portfolio. Managed by Thornburg Investment Management, Inc. ("Thornburg"), the fund focuses on employing a strategy that encompasses investing in a variety of equity classes. These include, but are not limited to, common stocks, preferred stocks, and publicly traded real estate investment trusts (REITs). Thornburg's investment philosophy allows for flexibility in selecting securities across different market capitalizations, including investing in smaller companies with market caps of less than $500 million, which it believes will aid in meeting the fund's investment objectives.

Products and Services

• Common Stocks

  Equity investments in publicly traded companies that represent ownership shares in these corporations. Common stockholders typically have voting rights and may receive dividends.

• Preferred Stocks

  A type of stock that provides ownership in a company, but often with no voting rights. Preferred stocks usually offer a fixed dividend and have priority over common stocks in dividend payments and during liquidation.

• Publicly Traded Real Estate Investment Trusts (REITs)

  Investments in REITs that are traded on major stock exchanges. These trusts invest in real estate directly, either through properties or mortgages, and offer investors a way to gain exposure to the real estate market with added liquidity.

• Equities of Smaller Companies

  The fund also invests in the equities of smaller companies with market capitalizations of less than $500 million. This includes emerging companies and startups across various sectors, offering potential growth opportunities.