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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.65% 1.04% 298.04M 47246.13
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
2.30% -- 264.07M Upgrade

Basic Info

Investment Strategy
The Fund seeks long-term capital appreciation. Under normal conditions, the Fund invests in common stocks, depositary receipts or investments that provide exposure to non-US investments. The Fund may invest in companies of any size but expects to invest primarily in large capitalization range of publicly traded companies.
General
Security Type Exchange-Traded Fund
Broad Asset Class International Equity
Broad Category Equity
Global Peer Group Equity Global ex US
Peer Group International Large-Cap Core
Global Macro Equity Global
US Macro Developed International Markets Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective International Funds
Fund Owner Firm Name Thornburg
Broad Asset Class Benchmark Index
^MSACXUSNTR 100.0%

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Performance Versus Peer Group

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
--
--
--
--
--
Total Return (NAV)
--
--
--
--
--
--
--
--
Peer Group Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Peer Group (NAV)
--
--
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--
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Annual Total Returns Versus Peers

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Name
2018
2019
2020
2021
2022
2023
2024
YTD
--
--
--
--
--
--
--
--
-14.20%
21.51%
10.65%
7.82%
-16.00%
15.62%
5.53%
29.63%
--
--
10.36%
12.70%
-14.75%
16.23%
4.86%
25.33%
-14.77%
23.50%
9.55%
10.51%
-16.70%
18.00%
4.79%
29.49%
-20.33%
14.83%
3.30%
8.43%
-16.53%
19.06%
6.12%
34.30%
As of December 11, 2025.

Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.09%
Stock 96.37%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 3.53%
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Basic Info

Investment Strategy
The Fund seeks long-term capital appreciation. Under normal conditions, the Fund invests in common stocks, depositary receipts or investments that provide exposure to non-US investments. The Fund may invest in companies of any size but expects to invest primarily in large capitalization range of publicly traded companies.
General
Security Type Exchange-Traded Fund
Broad Asset Class International Equity
Broad Category Equity
Global Peer Group Equity Global ex US
Peer Group International Large-Cap Core
Global Macro Equity Global
US Macro Developed International Markets Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective International Funds
Fund Owner Firm Name Thornburg
Broad Asset Class Benchmark Index
^MSACXUSNTR 100.0%

View Basic Info
Start Trial

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