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Mutual Fund Insights: Thornburg Limited-Term Income C Fund (THICX)

In-depth Analysis of Thornburg Limited-Term Income C Fund (THICX)

Mutual fund chart: Thornburg Limited-Term Income C Fund (THICX)

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

  

    Last Trade: $13.00 on 3/16/2010, Change: +0.02 (0.15%)

  

Fund Manager - Jason Brady

Fund Manager Tenure: 3.1 years   [Similar Funds: THIFX  THIIX  THIRX ]
Fundmojo Fund Grade: A (Score: 0.71)     (What does this score mean?)
Brady joined Thornburg as an associate portfolio manager in October 2006 and was named a managing director in January 2007. Before joining Thornburg, Brady was a portfolio manager at another mutual fund management company, where he managed taxable fixed income securities across several sectors and strategies.  Get more insights on Jason Brady

  

What we like about Thornburg Limited-Term Income C Fund (THICX) What we like about Thornburg Limited-Term Income C Fund (THICX)

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

  • Thornburg Limited-Term Income C Fund (THICX) management has been with Thornburg Limited-Term Income C Fund for 3.1 years
  • Thornburg Limited-Term Income C Fund (THICX) has good short-term performance (1-year return 16.24% vs 9.51% Short-Term Bond category average)
  • Thornburg Limited-Term Income C Fund (THICX) has good mid-term performance (3-year return 6.26% vs 3.73% Short-Term Bond category average)
  • Thornburg Limited-Term Income C Fund (THICX) has good Long-term performance (5-year return 4.62% vs 3.49% Short-Term Bond category average)
  • Thornburg Limited-Term Income C Fund (THICX) ratio of up-years vs down years is greater than 2
  • Thornburg Limited-Term Income C Fund (THICX) has a Morningstar rating of 4 and above
  • Thornburg Limited-Term Income C Fund (THICX) has an annual stock turnover rate of 45.31% vs Short-Term Bond average of 109.82%. It is good that Thornburg Limited-Term Income C management does not trade extensively for its return.

  

What we are cautious about Thornburg Limited-Term Income C Fund (THICX) What we are cautious about Thornburg Limited-Term Income C Fund (THICX)

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

  • Thornburg Limited-Term Income C Fund (THICX) is less safe compared to its Short-Term Bond peers
  • Thornburg Limited-Term Income C Fund (THICX) is more volatile than its peers as it has a 3-year Standard Deviation of 4.71 that is higher than category average of 3.36
  • Thornburg Limited-Term Income C Fund (THICX) has a higher management fee of 1.24% than its Short-Term Bond average of 0.92%
  • Thornburg Limited-Term Income C Fund (THICX) carries a 0.5% load
See Thornburg Limited-Term Income C Fund (THICX) performance details as of January 31, 2010

  

  

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Thornburg Limited-Term Income C Fund (THICX) Net Asset

Track net asset change of Thornburg Limited-Term Income C fund (THICX)

DateNet Asset
01/2010$139.71M
11/2009$134.18M
10/2009$117.10M
More historic net asset information on Thornburg Limited-Term Income C Fund (THICX)

  

Thornburg Limited-Term Income C Fund (THICX) Portfolio Allocation

Track portfolio allocation change of Thornburg Limited-Term Income C fund (THICX)

DateCashStockBondOther
11/20098.58%0%89.99%1.44%
09/20097.17%0%91.23%1.61%
08/20097.69%0%91.22%1.08%
Click here to see more historic asset allocation information on Thornburg Limited-Term Income C Fund (THICX)

  

Most Recent Top 10 Holdings in Thornburg Limited-Term Income C Fund (THICX)

Discover what Thornburg Limited-Term Income C Fund (THICX) manager is buying

30-Nov-09
Pacific Life Glbl Fdg Sec Mtn 144A FRN [1.29%]
Chicago Ill Var Ref G [1.02%]
FHLMC CMO 6.5% [1.01%]
Santander Issuances S A Unipers 144A FRN [0.94%]
FHLMC CMO 5.5% [0.91%]
FHLMC CMO 4.5% [0.89%]
FNMA 4.5% [0.87%]
Wachovia Cmbs 2005-C21 CMO [0.87%]
Itw Cupids Fing Tr I 144A 6.55% [0.86%]
Icici Bk Ltd Bahrain Brh 144A 5.5% [0.86%]

30-Sep-09
Pacific Life Glbl Fdg Sec Mtn 144A FRN [1.42%]
Chicago Ill Var Ref G [1.18%]
FHLMC CMO 6.5% [1.14%]
FHLMC CMO 5.5% [1.04%]
FHLMC CMO 4.5% [1.01%]
GNMA CMO 4.5% [1%]
Itw Cupids Fing Tr I 144A 6.55% [0.99%]
Wachovia Cmbs 2005-C21 CMO [0.97%]
Jp Morgan Chase Cmbs 2004-C3 CMO 4.878% [0.96%]
Torchmark 9.25% [0.89%]

31-Aug-09
Pacific Life Glbl Fdg Sec Mtn 144A FRN [1.47%]
Chicago Ill Var Ref G [1.26%]
GNMA CMO 4.5% [1.08%]
FHLMC CMO 4.5% [1.07%]
Itw Cupids Fing Tr I 144A 6.55% [1.05%]
Wachovia Cmbs 2005-C21 CMO [1.02%]
Jp Morgan Chase Cmbs 2004-C3 CMO 4.878% [1%]
FNMA CMO 5.5% [0.94%]
Chevron Phillips Chem Co 144A 7% [0.92%]
Torchmark 9.25% [0.91%]
Click here for Stock Holding Change Map in Thornburg Limited-Term Income C Fund (THICX)

  

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