Thornburg Global Opportunities Fund Class R4 (THOVX)

Overview

The fund, managed by Thornburg Investment Management, Inc. ("Thornburg"), aims to achieve its investment objective by predominantly investing in a wide array of equity securities. This includes common stocks, preferred stocks, and publicly traded real estate investment trusts (REITs). By focusing on both broad market securities and specific sectors, the fund seeks to leverage opportunities that its investment advisor, Thornburg, identifies as having the potential to meet its investment goals. The strategy is not limited by company size, allowing for investment in smaller companies with market capitalizations of less than $500 million, offering a diverse range of investment opportunities.

Products and Services

• Common Stocks

  Equity investments in publicly traded companies offering ownership shares. Common stocks are a primary focus for the fund, providing the potential for capital growth through stock price appreciation.

• Preferred Stocks

  These are stocks that offer dividends before common stock and may carry less risk than common stocks. The fund includes preferred stocks as part of its diversified investment approach, seeking to provide income alongside growth.

• Publicly Traded Real Estate Investment Trusts (REITs)

  Investments in REITs allow the fund to gain exposure to real estate markets without directly investing in physical properties. REITs often offer high dividend yields, contributing to the fund’s income generation objectives.

• Smaller Company Investments

  The fund is open to investing in companies with market capitalizations of less than $500 million. This approach allows the fund to seek growth by identifying and investing in smaller companies that offer significant upside potential.