Thornburg Income Builder Opportunities Trust (TBLD)

• Market cap: $525M
• 1 day: 0.86%
• 5 days: -0.12%
• 1 month: -1.62%
• 3 months: -6.51%
• 6 months: 2.70%
• Year to date: 6.23%
• 1 year: 4.73%
• 5 years: -18.15%
• 10 years: -18.15%

About: Thornburg Income Builder Opportunities Trust is a diversified, closed-end management investment company. The Trust's investment objective is to provide current income. The Trust will seek to achieve its investment objective by investing, directly or indirectly, at least 80% of its Managed Assets.

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

0% less capital invested

Capital invested by funds: $119M [Q2] → $119M (-$109K) [Q3]

6% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 18

2.15% less ownership

Funds ownership: 22.97% [Q2] → 20.81% (-2.15%) [Q3]

16% less funds holding

Funds holding: 50 [Q2] → 42 (-8) [Q3]

73% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 11