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TMBThornburg Multi Sector Bond ETF

Grow my moneyGet income1y track recordRanked #808 of 1,650 in this goal

Seeks total return, consisting of income and capital appreciation.

By Thornburg · Launched 2025

Annual Cost

0.55%

#2,921 of 5,861 · average

Fund Size

$224M

#2,268 of 5,861 · mid-size

Return (1Y)Goal

+3.4%

Track Record

1 year

#4,050 of 5,861 · young

Performance

Total-return NAV · USD
Growth of $10,000
$10,346+3.5%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Fixed income

Strategy

Active selection

What it actually holds

By weight

Concentration

Top 10 holdings = 21.5% of fundwell diversified

Thornburg Capital Management Fund
3.5%
United States Treasury
3.5%
United States Treasury
3.1%
United States Treasury
3.0%
United States Treasury
2.2%
Fannie Mae
1.4%
Fannie Mae
1.3%
United States Treasury
1.2%
Government National Mortgage Association
1.2%
Freddie Mac
1.1%

Asset allocation

Bonds
96.0%
Cash
1.7%
Preferred
1.3%
Convertible
0.6%
Other
0.4%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
2.9%Low

Year-on-year price swings

Max drawdown
-2.0%Mild

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Bond profile

Duration

4.7 years

Avg maturity

9.7 years

Credit ratings

US Government
20.1%
AAA
46.3%
AA
4.5%
A
10.6%
BBB
23.7%
BB
10.4%
B
2.2%
Below B
0.1%
Other
2.1%

Listing

Exchange
NASDAQ Global Select Market

Full fund details

Objective
Seeks total return, consisting of income and capital appreciation.
Strategy
Actively allocates among various market sectors in the fixed income markets, investing primarily in debt obligations of domestic and foreign companies. Aims for total return through income and capital appreciation while managing risk.
Inception date
February 4, 2025
Fund family
Thornburg

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Data updated on 2026-08-04