Thornburg Short Duration Municipal FundTLMAX

MUTUAL FUNDThornburg
Type
Mutual fund
Peer group
Municipal bond
Net assets
$94.0M
Expense ratio
0.70%
1-year return
+3.0%
3 years, a year
+2.9%
5 years, a year
+1.4%
Holdings
107

What it aims to do.

The Fund seeks current income exempt from federal income tax, consistent with preservation of capital.

Top 10 holdings.

Holding% of fund
PEFA Inc3.21%
Kentucky Public Energy Authority2.57%
Tennergy Corp/TN2.28%
City of Los Angeles Department of Airports2.28%
Travis County Housing Finance Corp2.26%
Harris County Cultural Education Facilities Finance Corp2.18%
California Community Choice Financing Authority1.97%
Halifax County Industrial Development Authority1.75%
Metropolitan Transportation Authority1.68%
Main Street Natural Gas Inc1.67%

More on TLMAX.

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