Thornburg Core Growth I
119 E Marcy St Suite 202 Santa Fe NM 87501
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Phone: 800-847-0200
| Category: | Mid-Cap Growth | | Fund Family: | Thornburg | | Net Assets: | 413.38M | | Year-to-Date Return: | -23.75% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 03-Nov-03 |
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Alexander Motola
Lead Manager since
31-Jan-01 | | | Motola is managing director and portfolio manager of the Thornburg Core Growth Directors. Prior to joining Thornburg, Motola began his financial career as an investment specialist with CoreLink financial and later served as a portfolio manager with Insight Capital. Motola holds a Chartered Financial Analyst designation. |
| Min Initial Investment: | $2,500,000 | | Min Initial Investment, IRA: | $1,000,000 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $5,000 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks long-term growth of capital. The fund invests primarily in domestic equity securities with growth potential, including foreign equity securities and debt securities. It may invest in developing countries. The fund typically makes equity investments in the following three types of companies: growth industry leaders who have proprietary advantages in industry segments that are experiencing rapid growth, consistent growth companies who show steady revenue and earnings growth, and emerging growth companies who are in the process of establishing a leading position in a significant product, service or market. |
| Last Dividend
| N/A | | Last Cap Gain
(19-Nov-07):
| 0.01 | | Annual Holdings Turnover
| 82.00% | | Average for Category:
| 117.29% |
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| Expense | THIGX | Category
Avg | | Total Expense Ratio: | 0.97%
| 1.49% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.31% | | Max Deferred Sales Load: | 0.00%
| 2.67% | | 3 Yr Expense Projection*: |
$312 | $696 | | 5 Yr Expense Projection*: |
$542 | $1,084 | | 10 Yr Expense Projection*: |
$1,201 | $2,130 |
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2.99% Nasdaq 0.00%
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