TSRSX — Thornburg Strategic Income Fund

Data updated: 2026-05-26

TSRSX — Thornburg Strategic Income Fund data: holdings, portfolio allocation, expenses, performance, cashflows, risk and SEC filings. Long Total / Aggregate Bond · $10.16B AUM · 0.53% expense ratio · 5.2% 1-yr return. From SEC regulatory filings.

TSRSX Fund Overview

TSRSX — Thornburg Strategic Income Fund is a US mutual fund managed by Thornburg Investment Trust, categorised as Long Total / Aggregate Bond. ABC INVEST provides holdings, performance, costs, cashflows, risk data, prospectus documents and SEC filings, sourced from SEC filings.

  • Type: US mutual fund
  • Manager: Thornburg Investment Trust
  • Category: Long Total / Aggregate Bond
  • Assets under management: $10.16B
  • 1-year return: 5.2%
  • Ticker: TSRSX
  • SEC CIK: 0000816153
  • SEC series ID: S000020097
  • Share class ID: C000177481

TSRSX Holdings

Top 10 holdings of Thornburg Strategic Income Fund by percentage of net assets, from the fund's latest SEC N-PORT filing.

Holding% of net assets
Thornburg Capital Management Fund2.05%
United States Treasury1.97%
United States Treasury1.85%
Government National Mortgage Association1.38%
United States Treasury1.31%
United States Treasury1.14%
United States Treasury1.01%
Freddie Mac0.88%
Government National Mortgage Association0.78%
United States Treasury0.62%

View all TSRSX holdings

TSRSX Portfolio Allocation

Asset-class allocation of Thornburg Strategic Income Fund by percentage of net assets, from the latest SEC N-PORT filing.

Asset classAllocation
Fixed Income57.9%
Securitized37.2%
Equity2.6%
Loans2.1%
Cash & Equivalents0.5%

TSRSX Performance

Total returns for TSRSX (as of 2026-08-01), from SEC filings.

PeriodTotal return
YTD0.1%
1 year5.2%
3 years (annualised)5.8%
5 years (annualised)3.2%

TSRSX Risk Information

Risk metrics for TSRSX, derived from monthly returns in SEC filings.

  • 1-year volatility (annualised): 2.3%

TSRSX Costs and Fees

TSRSX costs about $53 per $10,000 invested per year in fund expenses.

  • Net expense ratio: 0.53%
  • Gross expense ratio: 0.69%
  • Portfolio turnover: 30%
  • Brokerage commissions: 0.01 bps of average net assets (SEC N-CEN)

TSRSX Cashflows

Over the 12 months to 2026-03, Thornburg Strategic Income Fund had net inflows of $595.97M, from monthly SEC N-PORT filings.

MonthNet flow
2026-03−$106.40M
2026-02$48.52M
2026-01−$24.09M
2025-12$85.53M
2025-11$42.10M
2025-10$93.81M

TSRSX Debt Constituents

Largest debt holdings of Thornburg Strategic Income Fund by percentage of net assets, from the latest SEC N-PORT filing.

Debt holding% of net assets
United States Treasury1.97%
United States Treasury1.85%
United States Treasury1.31%
United States Treasury1.14%
United States Treasury1.01%
United States Treasury0.62%
United States Treasury0.39%
Salesforce, Inc.0.37%
Emera, Inc.0.34%
Cobank Acb0.34%

TSRSX Prospectus and SEC Filings

Official Thornburg Strategic Income Fund filings on SEC EDGAR — prospectus, portfolio holdings and annual reports.

Related Funds

Other Long Total / Aggregate Bond funds tracked on ABC INVEST:

Data Sources

ABC INVEST compiles this page from public filings made to the U.S. Securities and Exchange Commission (SEC) through EDGAR: portfolio holdings and monthly cashflows from Form N-PORT, expenses and returns from fund prospectuses (Form 485BPOS) and the SEC DERA Risk/Return Summary data sets, annual data from Form N-CEN, and shareholder reports from Form N-CSR.