Thornburg New York Intermediate Municipal FundTHNYX

MUTUAL FUNDThornburg
Type
Mutual fund
Peer group
Municipal bond
Net assets
$28.4M
Expense ratio
0.99%
1-year return
+4.0%
3 years, a year
+2.7%
5 years, a year
+0.9%
Holdings
80

What it aims to do.

The primary investment goal of New York Intermediate Municipal Fund is to obtain as high a level of current income exempt from federal, New York State and New York City individual income taxes as is consistent, in the view of the Funds investment advisor, with preservation of capital.

Top 10 holdings.

Holding% of fund
New York City Transitional Finance Authority Future Tax Secured Revenue3.74%
Nassau County Sewer & Storm Water Finance Authority3.52%
City of New York NY2.96%
Long Island Power Authority2.45%
Troy Capital Resource Corp2.42%
New York State Housing Finance Agency2.31%
JOBY Tristate Insured Cash Sweep2.20%
New York City Transitional Finance Authority Future Tax Secured Revenue2.19%
New York State Energy Research & Development Authority1.97%
New York State Dormitory Authority1.90%

More on THNYX.

Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.