About TIBIX
The Thornburg Investment Income Builder Fund is a globally diversified mutual fund designed to provide a robust and consistent stream of current income, with long-term capital appreciation as a secondary objective. Classified within the global equity income and global allocation categories, this fund primarily invests in a blend of income-producing securities, including both equities and fixed income instruments. Typically, at least 80% of its assets are allocated to income-generating investments, and over half are held in common stocks. The fund takes an active management approach, seeking opportunities across sectors and geographies to enhance yield and manage risk.
Top holdings frequently include leading names from communication services, technology, financials, energy, and utilities sectors, such as Orange SA, Broadcom Inc, TotalEnergies SE, and Taiwan Semiconductor Manufacturing. With a long-standing track record, the Thornburg Investment Income Builder Fund aims to serve needs ranging from regular retirement distributions to building enduring portfolios for institutional and individual investors. The fund is noted for its quarterly dividend payouts, moderate expense ratio, and experienced investment team committed to growing dividends and delivering diversified income solutions for a wide range of clients.
Fund Family Thornburg
Category Global Equity Income
Performance Rating High
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol TIBIX
Share Class - Class I
Index Index is not available on Lipper Database
TIBIX had a total return of 23.03% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.70%.
