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20.82

FUND

^(0.19)

0.90%

Last 1 Month(s)

20.64

21.08

Advice

Diversification Suggestion

Use Thornburg to protect against small markets fluctuations. The fund experiences moderate downward daily trend and can be a good diversifier

Analyze Thornburg Investment Trend or Check current 30 days Thornburg correlation with market (S&P 500)

1 Month Beta

0.47

Highest Price:

Lowest Price:

21.08

20.64

May 21 2013

April 24 2013

As returns on market increase, Thornburg returns are expected to increase less than the market. However during bear market, the loss on holding Thornburg will be expected to be smaller as well.

Thornburg Investment Income Builder I Small Beta

TIBIX

NASDAQ

Thornburg Investment Income Builder I

Thornburg

World Allocation

Benchmark S&P 500

Contact Number: 800. 847. 0200

Currency: USD - US Dollar

Traded on NASDAQ Stock Exchange

Number of Employees	1
Net Asset	12.6 B
Last Dividend Paid	0.23

Nasdaq		0.97 %
Russel		0.21 %
SP 500		0.29 %
NYSE		0.44 %
TIBIX		0.90 %

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Jason Brady Money Manager

Fund Manager since January 31, 2007

Jason Brady is portfolio manager of the Thornburg Limited Term U.S. Government Strategy, the Limited Term Income Strategy, the Investment Income Builder Fund, and the Strategic Income Fund. ...

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Thornburg Price and Market Media

The median price of Thornburg for the period between Wed, Apr 24, 2013 and Fri, May 24, 2013 is 20.9 with a coefficient of variation of 0.6. The daily time series for the period is distributed with a sample standard deviation of 0.12, arithmetic mean of 20.89, and mean deviation of 0.1. The Fund did not receive any noticable media coverage during the period.

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Thornburg Summary

Thornburg Investment Income Builder I [TIBIX] is traded in USA and was established in November 2, 2003. The fund is listed under World Allocation category and is part of Thornburg family. This fund at this time has accumulated 12.6 B in assets with minimum initial investment of 2.5 M. Thornburg Investment Income Builder I is currently producing year-to-date (YTD) return of 8.03% with the current yeild of 5.86%, while the total return for the last 3 years was 19.79%.

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Fund Instrument Allocation for Thornburg

The fund consists of 80.44% investments in stocks, with the rest of investments allocated between bonds, cashand various exotic instruments.

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Past Market

Performance

Over 30

Days

Out Of

100

Chance of

Bankruptcy

Less

Than

1 %

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Thornburg vs. American

Correlation analysis and fundamentals comparison between Thornburg Investment and American Funds Capital

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Fundamentals

Thornburg Asset Under Management

Thornburg Investment Income Builder I is rated below average in net asset among similar funds. Total Asset Under Management (AUM) of World Allocation category is currently estimated at about 839.7 Billion. Thornburg claims roughly 12.6 Billion in net asset contributing just under 2% to World Allocation category.

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