Thornburg International Equity Fund

THORNBURG INVESTMENT TRUST · 7 share classes

Actively managed developed international equity fund
One fund, 7 share classes:TGVAXTHGCXTGVIXTIVRXTHVRXTGVRXTGIRX
$5.45B NAV
49 positions · as of 2026-06-30 · filed 2026-08-24

Fund classification

Classified from what the fund holds · as of 2026 Q2

Thornburg International Equity Fund is an actively managed developed international equity fund.

Asset class
Equity
Region
Developed international
Management
Actively managed
Fund type
Open-end fund

Fund profile

As filed in the prospectus · 2026 Q1

The Fund seeks long-term capital appreciation by investing in equity and debt securities of all types.

Strategy · summarised

The fund invests primarily in common stocks and depositary receipts of non-U.S. companies, including those in developing countries, selected through fundamental analysis for perceived undervaluation across three categories: basic value stocks in cyclical industries, consistent earners with predictable growth, and emerging franchises with above-average growth potential. The fund's returns depend on whether the portfolio managers' assessments of intrinsic value and company prospects prove accurate, and holdings may fail to meet the characteristics or expectations that prompted their selection.

Expenses
0.70% 2.17%across 7 share classes
Share classGrossNetAs of
TGVAX1.28%1.28%2025 Q1
THGCX2.17%2.17%2025 Q1
TGVIX0.98%0.90%2025 Q1
TIVRX1.18%0.90%2025 Q1
THVRX1.49%1.16%2025 Q1
TGVRX1.67%1.36%2025 Q1
TGIRX0.91%0.70%2025 Q1

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

Portfolio turnover 28.49% · as of 2026 Q1

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q2

99.45%
of net assets
Stocks93.06%
Cash & short-term6.38%

Look-through blends 1 underlying fund; 0.0% of NAV was not looked through and stays direct-classified.

Latest quarter

What changed since the fund's previous filing

2026Q2 vs 2026Q1: 1 new1 exited

New: Galaxy Entertainment Group Ltd

Exited: Recruit Holdings Co Ltd

Return profile

Chart:

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

Share class1-year3-year5-yearVolWorst fall
+28.32%+69.63%+55.45%13.25%-9.69%
+27.23%+65.25%+49.27%13.25%-9.96%
+28.63%+71.05%+57.77%13.25%-9.65%
+28.65%+70.90%+57.63%13.27%-9.70%
+28.31%+69.57%+55.59%13.25%-9.70%
+28.00%+68.54%+54.02%13.25%-9.78%
+28.87%+71.94%+59.21%13.27%-9.61%

These classes hold the same portfolio, so the 9.94pp spread over 5 years is the cost difference between them — roughly 1.99pp a year — not a difference in what they own.

Cumulative return· Jul 2023 – Apr 2026

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

Holdings

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

Issuer%NAVValue
Thornburg Capital Management Fund6.36%$346.53M
ING Groep NV3.29%$179.19M
Taiwan Semiconductor Manufacturing Co LtdTSM3.29%$179.01M
BNP Paribas SA3.24%$176.50M
Mitsubishi UFJ Financial Group Inc3.10%$169.03M
TotalEnergies SE2.83%$153.98M
Schneider Electric SE2.75%$149.98M
AstraZeneca PLC2.75%$149.83M
Tencent Holdings Ltd2.73%$148.63M
Samsung Electronics Co Ltd2.72%$148.21M
Showing 10 of 49Sign in to see more

Reported price is the fund's own reported value divided by its own reported shares at 2026-06-30 — not a live quote, and not what the fund paid.

Top 10 positions are 33.07% of net assets, top 25 68.40%, across 49 issuers.

See more of this fund's book

More positions with filed share counts, and the quarter-over-quarter change list rather than the largest few — free with an account, no card required.

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