THGRX – Thornburg Focus Growth R5 Investment Strategy | Morningstar

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Strategy

The investment seeks long-term growth of capital by investing in equity securities selected for their growth potential. Under normal conditions, the fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in growth companies.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
TFGZ	Thornburg Focus Growth Fund ETF Class	ETF	Open	—		Mar 31, 2026	$8.08M	0.790%	—	—	—
THIGX	Thornburg Focus Growth Fund Class I	Institutional	Open	—		Nov 3, 2003	$80.01M	0.870%	High	$3M	−$6.79M
THCGX	Thornburg Focus Growth Fund Class A	Front Load	Open	—		Dec 27, 2000	$121.47M	1.360%	High	$1,000	−$18.73M
TCGCX	Thornburg Focus Growth Fund Class C	Level Load	Open	—		Dec 27, 2000	$1.45M	1.870%	Above Average	$1,000	−$622,703.10
THGRX	Thornburg Focus Growth Fund Class R5	Retirement, Large	Open	—		Oct 3, 2005	$7.73M	0.870%	High	$0	−$881,872.17
THCRX	Thornburg Focus Growth Fund Class R3	Retirement, Medium	Open	—		Jul 1, 2003	$11.42M	1.370%	High	$0	−$2.49M
TCGRX	Thornburg Focus Growth Fund Class R4	Retirement, Medium	Open	—		Feb 1, 2007	$586,324.00	1.120%	Average	$0	−$137,674.70

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