About TBWIX
Thornburg Better World International Fund Class I is an international equity mutual fund focused on delivering long-term capital appreciation by investing in a diversified portfolio of primarily non-U.S. companies. The fund seeks out businesses with strong commitments to positive environmental and social impact, integrating these factors into its investment approach. Its portfolio spans a wide array of sectors, including industrials, technology, healthcare, consumer goods, and financial services, with significant holdings in companies such as Hitachi Ltd, Meituan, Tencent Holdings, and L'Oréal SA. By benchmarking its performance against the MSCI ACWI ex-U.S. Index, the fund maintains exposure to developed and emerging markets outside the United States. Designed for institutional investors, Thornburg Better World International Fund Class I emphasizes a blend of financial performance and responsible investing, serving those seeking global diversification aligned with sustainability values within the foreign large blend Morningstar category.
Fund Family Thornburg
Category Foreign Large Blend
Performance Rating Above Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol TBWIX
Share Class - Class I
Index MSCI AC World ex USA NR USD
TBWIX had a total return of 20.94% in the past year, including dividends. Since the fund's
inception, the average annual return has been 15.16%.
