Thornburg Investment Income Builder Fund

THORNBURG INVESTMENT TRUST · Series S000011851 · 7 share classes

Equity fund · 93% stocks
One fund, 7 share classes:TIBAXTIBCXTIBIXTIBRXTIBMXTIBGXTIBOX
$21.10B NAV
332 positions · as of 2026-03-31 · filed 2026-05-26
data updated 2026-08-10

Fund profile

As filed in the prospectus · 2026 Q1

The Funds primary investment goal is to provide a level of current income which exceeds the average yield on U.S. stocks generally, and which will generally grow, subject to periodic fluctuations, over the years on a per share basis.

Strategy · summarised

The fund invests in a diversified portfolio of income-producing securities, primarily stocks and bonds selected by Thornburg Investment Management for their ability to generate current income, with at least 50% in common stocks and at least 80% overall in income-producing securities. Equity holdings emphasize dividend-paying companies, including smaller-cap and international stocks, while debt holdings span all credit qualities including high-yield bonds with no minimum rating requirement. Because performance depends on Thornburg's security selection and the fund may hold convertible bonds and other hybrid instruments alongside equities and debt of varying maturities and credit quality, results will diverge from any broad market benchmark.

Expenses
0.84% 1.93%across 7 share classes
Share classGrossNetAs of
TIBAX1.17%2025 Q1
TIBCX1.93%2025 Q1
TIBIX0.93%2025 Q1
TIBRX1.72%1.54%2025 Q1
TIBMX1.29%1.03%2025 Q1
TIBGX1.61%1.44%2025 Q1
TIBOX0.87%0.84%2025 Q1

Net is what a holder pays after the adviser's contractual waiver; gross is before it. A waiver can expire.

Portfolio turnover 27.78% · as of 2026 Q1

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q1

99.79%
of net assets
Stocks93.39%
Bonds3.96%
Securitized2.21%
Loans0.25%
Derivatives-0.03%

The outer band is exposure held short — written against the portfolio rather than part of it, which is why it sits outside the ring and why the two are never netted into one figure.

Derivatives are shown at market value, not notional exposure.

Latest quarter

What changed since the fund's previous filing

vs 2025Q4: 13 new6 exited

Largest new: Roche Holding AG, Nestle SA, Daimler Truck Holding AG, Swisscom AG, Midea Group Co Ltd, Reckitt Benckiser Group PLC, Cie Generale des Etablissements Michelin SCA, EMERA INC

Exited: Roche Holding AG, Siemens AG, CITIGROUP INC, Homeward Opportunities Fund I Trust, MATTHEWS INTERNATIONAL C, BOOST NEWCO BORROWER LLC

Return profile

Chart:

Total return as filed — price change plus distributions reinvested · trailing figures to Feb 2026

Share class1-year3-year5-yearVolWorst fall
Cumulative return· Apr 2023 – Feb 2026

Mar 2026 has been filed since the trailing figures were struck, so it is not in the table above or the curve — every figure here shares one cut-off, which is what makes them comparable with other funds.

Debt profile

What this fund holds — value-weighted across its bond and securitized long positions · as of 2026-03-31

Avg coupon
5.67%
Avg maturity
12.18 yr
Coupon type

Share of the fund's debt by how its coupon behaves — the fact that decides whether a rate move reaches this portfolio at all.

27%
floating
Fixed rate68.6%
Floating rate27.3%
Zero-coupon or unclassified4.1%
Maturity ladder

Share of the fund's debt value in each maturity band, shortest first.

<1y10y+
<1y7.9%
1-3y18.9%
3-5y15.6%
5-10y17.3%
10y+40.4%
Flagged holdings
Defaulted: none reported
In arrears: none reported
Paid in kind: none reported

Based on what filers reported; a filer that never reported a flag also reads as none.

Holdings

By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page

Issuer%NAVValue
Orange SA7.01%$1.48B
Thornburg Capital Management Fund5.73%$1.21B
Taiwan Semiconductor Manufacturing Co Ltd4.84%$1.02B
Citigroup IncC3.76%$792.39M
AT&T IncT3.71%$782.81M
TotalEnergies SE3.60%$760.37M
BNP Paribas SA3.56%$751.85M
NN Group NV3.55%$748.31M
Samsung Electronics Co Ltd3.06%$646.70M
Broadcom IncAVGO2.98%$628.11M
Showing 10 of 332Sign in to see more

Top 10 positions are 41.80% of net assets, top 25 71.17%, across 212 issuers.

See more of this fund's book

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