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TSUMX
Mutual Fund ticker: NASDAQ
PRICE
CHANGE
NET ASSETS

Thornburg Summit I (TSUMX) Ownership - Who owns Thornburg Summit I?

#MovingAverage#Momentum#MACD#Pattern#RSI#Stochastic#Aroon#Bollinger

Profile

Category
Moderate Allocation
Address
Thornburg Investment Trust2300 North Ridgetop RoadSanta Fe
Phone
5059840200
Web
www.thornburg.com

Details

Group
Balanced Funds
Category
Moderate Allocation
Total Expense Ratio
N/A
Min. Initial Investment
2500000.00
Fund Existence
over 5 years
Turnover
128.69
Front Load
N/A
Net Assets
111777850.00
Manager Tenure
N/A

Fundamentals

TSUMX
Net Assets
112M
Fund Existence
over 5 years
Turnover
128.69
Total Expense Ratio
N/A
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
2500000
Min. Initial Investment IRA
N/A
Morningstar Category
Moderate Allocation
Administrative Fee
N/A
Annual Report Gross Expense Ratio
N/A
Assets in Top Ten Holdings
17.7M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
98.6M
Fund Type
OpenEnd
Index Fund
No
Management Fee
N/A
Modified Duration
N/A
No Load Fund
No
Number of Long Holdings
227.00
Number of Net Holdings
N/A
Number of Short Holdings
3.00
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
N/A
Gain YTD
11.915
Annual Yield % from dividends
2.50
Returns for 1 year
17.76
Returns for 3 years
-1.12
Returns for 5 years
39.82
Returns for 10 years
N/A
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General Information

Category ModerateAllocation

Profile
Fundamentals
Details
Category
Moderate Allocation
Address
Thornburg Investment Trust2300 North Ridgetop RoadSanta Fe
Phone
5059840200
Web
www.thornburg.com