Thornburg Summit Fund
Overall Morningstar Rating among 706 Allocation--30% to 50% Equity funds, based on risk-adjusted returns for class I shares, using the fund's three-year rating: 5 stars among 706 funds, as of 31 May 2022.
Portfolio Managers
Performance
Returns
(As of 31 Dec 2022)Fund Fees
(As of 31 Dec 2022)Hypothetical Growth of $10,000
(As of 31 Jan 2023)Distributions
(As of 31 Dec 2022)Fund Facts
(As of 31 Dec 2022)Characteristics
Portfolio
(As of 31 Dec 2022)Risk & Return Profile
(As of 31 Dec 2022)Portfolio
Top Holdings
(As of 31 Dec 2022)Exposure Breakdown
(As of 31 Dec 2022)Portfolio Managers

Ben Kirby, CFA

Jeff Klingelhofer, CFA
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