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Fund Intelligence | Best Managers | LTMCX Insights | LTMCX Score | LTMCX Performance | LTMCX Manager | LTMCX News | LTMCX Allocation | LTMCX Holdings Change

Mutual Fund Insights: Thornburg Limited-Term Muni C Fund (LTMCX)

In-depth Analysis of Thornburg Limited-Term Muni C Fund (LTMCX)

Mutual fund chart: Thornburg Limited-Term Muni C Fund (LTMCX)

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See Thornburg Limited-Term Muni C Fund (LTMCX) performance details as of January 31, 2010

  

    Last Trade: $14.07 on 3/18/2010, Change: 0.00 (0%)

  

Fund Manager - George Strickland

Fund Manager Tenure: 11.2 years   [Similar Funds: LTMFX  LTMIX ]
Fundmojo Fund Grade: B (Score: 0.69)     (What does this score mean?)
Strickland is a managing director and co-portfolio manager of the Thornburg Municipal Bond Strategies and Thornburg Strategic Income Fund. He is responsible for overseeing the research, trading, and strategic positioning of municipal bond portfolios. Thornburg Municipal Bond Strategies have won a number of awards from independent rating services. They include two national funds, three single state funds, and numerous separate accounts.  Get more insights on George Strickland

  

What we like about Thornburg Limited-Term Muni C Fund (LTMCX) What we like about Thornburg Limited-Term Muni C Fund (LTMCX)

Data for Thornburg Limited-Term Muni C Fund (LTMCX) as of January 31, 2010

  • Thornburg Limited-Term Muni C Fund (LTMCX) management has been with Thornburg Limited-Term Muni C Fund for 11.2 years
  • Thornburg Limited-Term Muni C Fund (LTMCX) has good short-term performance (1-year return 5.44% vs 4.08% Muni National Short category average)
  • Thornburg Limited-Term Muni C Fund (LTMCX) has good mid-term performance (3-year return 4.50% vs 3.49% Muni National Short category average)
  • Thornburg Limited-Term Muni C Fund (LTMCX) has good Long-term performance (5-year return 3.40% vs 2.92% Muni National Short category average)
  • Thornburg Limited-Term Muni C Fund (LTMCX) ratio of up-years vs down years is greater than 2
  • Thornburg Limited-Term Muni C Fund (LTMCX) has a Morningstar rating of 4 and above
  • Thornburg Limited-Term Muni C Fund (LTMCX) has an annual stock turnover rate of 12.18% vs Muni National Short average of 47.27%. It is good that Thornburg Limited-Term Muni C management does not trade extensively for its return.

  

What we are cautious about Thornburg Limited-Term Muni C Fund (LTMCX) What we are cautious about Thornburg Limited-Term Muni C Fund (LTMCX)

Data for Thornburg Limited-Term Muni C Fund (LTMCX) as of January 31, 2010

  • Thornburg Limited-Term Muni C Fund (LTMCX) is less safe compared to its Muni National Short peers
  • Thornburg Limited-Term Muni C Fund (LTMCX) is more volatile than its peers as it has a 3-year Standard Deviation of 3.77 that is higher than category average of 2.59
  • Thornburg Limited-Term Muni C Fund (LTMCX) has a higher management fee of 1.24% than its Muni National Short average of 0.83%
  • Thornburg Limited-Term Muni C Fund (LTMCX) carries a 0.5% load
See Thornburg Limited-Term Muni C Fund (LTMCX) performance details as of January 31, 2010

  

  

Interested in other top mutual funds in similar Muni National Short category?

Below are some additional Muni National Short mutual funds generated out of our database

  

Thornburg Limited-Term Muni C Fund (LTMCX) Net Asset

Track net asset change of Thornburg Limited-Term Muni C fund (LTMCX)

DateNet Asset
01/2010$269.57M
11/2009$246.91M
10/2009$205.78M
More historic net asset information on Thornburg Limited-Term Muni C Fund (LTMCX)

  

Thornburg Limited-Term Muni C Fund (LTMCX) Portfolio Allocation

Track portfolio allocation change of Thornburg Limited-Term Muni C fund (LTMCX)

DateCashStockBondOther
11/20094.44%0%95.56%0%
09/20094.64%0%95.36%0%
08/20096.63%0%93.37%0%
Click here to see more historic asset allocation information on Thornburg Limited-Term Muni C Fund (LTMCX)

  

Most Recent Top 10 Holdings in Thornburg Limited-Term Muni C Fund (LTMCX)

Discover what Thornburg Limited-Term Muni C Fund (LTMCX) manager is buying

30-Nov-09
NEW YORK N Y VAR GO BD [1.22%]
Chicago Ill Var Ref G [1.17%]
California St Dept Wtr Res Pwr Rev 1.8% [0.91%]
Fulton Cnty Ga Facs Corp Ctfs Cops 5.9% [0.75%]
Intermountain Pwr Agy Utah Pwr Rev Re 5% [0.69%]
San Diego Cnty Calif Regl Tran Var Rev B [0.63%]
Burlington Kans Environmental Imp 5.375% [0.56%]
MASSACHUSETTS ST TPK AUTH WEST REV BDS [0.56%]
Mohave Cnty Ariz Indl Dev Auth 7.25% [0.54%]
GAINESVILLE FLA UTILS SYS REV REV BDS [0.53%]

30-Sep-09
Chicago Ill Var Ref G [1.34%]
Riverside Cnty Calif Transn Co Sales 5% [0.97%]
Fulton Cnty Ga Facs Corp Ctfs Cops 5.9% [0.86%]
Intermountain Pwr Agy Utah Pwr Rev Re 5% [0.78%]
Massachusetts St Tpk Auth 5.55% [0.72%]
San Diego Cnty Calif Regl Tran Var Rev B [0.72%]
California St Dept Wtr Res Pwr Rev 1.8% [0.7%]
Santa Margarita/Dana Point Aut Re 5.125% [0.67%]
Burlington Kans Environmental Imp 5.375% [0.64%]
California Statewide Cmntys De Rev Bd 5% [0.63%]

31-Aug-09
Chicago Ill Var Ref G [1.41%]
Intermountain Pwr Agy Utah Pwr Rev Re 5% [0.82%]
Massachusetts St Tpk Auth 5.55% [0.76%]
San Diego Cnty Calif Regl Tran Var Rev B [0.76%]
California St Dept Wtr Res Pwr Rev 1.8% [0.74%]
Santa Margarita/Dana Point Aut Re 5.125% [0.69%]
Mohave Cnty Ariz Indl Dev Auth 7.25% [0.64%]
Burlington Kans Environmental Imp 5.375% [0.64%]
Central Platte Vy Met Dist 5% [0.63%]
California Statewide Cmntys De Rev Bd 5% [0.63%]
Click here for Stock Holding Change Map in Thornburg Limited-Term Muni C Fund (LTMCX)

  

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