About TSRIX
Thornburg Strategic Income Fund Class R4 is a multisector bond mutual fund designed to generate a high level of current income, with long-term capital appreciation as a secondary goal. The fund employs a flexible, globally diversified strategy by investing in a wide array of income-producing securities, primarily debt instruments such as U.S. government bonds, corporate bonds, mortgage-backed securities, and select income-oriented equities. Emphasizing active risk management, the fund seeks to balance yield opportunities with downside protection, adapting to changing market environments and interest rate cycles. It is managed with a focus on maintaining a broad credit spectrum, including significant holdings in investment-grade and below-investment-grade (high yield) securities. The fund plays an important role in diversified portfolios seeking a combination of stable income and moderate growth, and is noted for its monthly distributions and historical performance during various interest rate environments. Since its inception in 2014, it has established itself as a robust entrant in the global fixed income space, regularly benchmarking against the Bloomberg U.S. Universal Index and comparable multisector bond peers.
Fund Family Thornburg
Category Multisector Bond
Performance Rating Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol TSRIX
Share Class - Class R4
Index Bloomberg U.S. Universal TR
TSRIX had a total return of 5.48% in the past year, including dividends. Since the fund's
inception, the average annual return has been 3.41%.
