Thornburg Summit Fund — new fund registration

THORNBURG INVESTMENT TRUST registered 1 new fund series on Form 485APOS, filed 2018-12-14. Featured series: Thornburg Summit Fund.

Registration

• Registrant / trust: THORNBURG INVESTMENT TRUST
• CIK: 0000816153
• Form: 485APOS
• Filed: 2018-12-14
• State of incorporation: MA
• Accession: 0001387131-18-006761
• Reported net assets: $105.7M

Series & classes (2)

Fees (from the effective prospectus)

• 12b-1 fee: 0.25%
• Gross expense ratio: 1.81%
• Management fee: 0.75%
• Net expense ratio: 0.96%
• Other expenses: 0.96%

Investment objective

The Fund seeks to grow real wealth over time.

Advisers

• Thornburg Investment Management, Inc. (Advisor)

Other filings by this registrant (15)

• 485APOS — 2026-07-06
• 485APOS — 2026-01-21
• 485APOS — 2025-12-02
• 485APOS — 2025-01-10 (2 new series)
• 485APOS — 2024-11-29
• 485APOS — 2023-11-29
• 485APOS — 2023-07-19 (7 new series)
• 485APOS — 2023-01-13 (2 new series)
• 485APOS — 2022-11-29
• 485APOS — 2021-11-29
• 485APOS — 2020-11-27
• 485APOS — 2020-10-19

More

• Registrant profile: THORNBURG INVESTMENT TRUST
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