IS WORTH INVESTING IN
Make today's goals tomorrow's achievements.
We're in It for the Long Haul
After providing more than 100 years of service, we've been around long enough to know that a little planning ahead can set you in the right direction. After all, wise investing is about withstanding the test of time.
No matter your life stage or financial goal, has a fund that fits. The best part? Your investments are managed by seasoned investment professionals and you don't need a lot of money to get started. We offer low minimum investment options and market expertise to support your journey toward a more confident and content life.
Whether you're an experienced investor or just starting out, you'll get the resources you need to invest your way. You can research, choose and manage your own funds online – or work directly with an expert Thrivent Financial professional to navigate the best moves for your portfolio.
Thrivent Mutual Funds is named a Barron's 2018 Best Fund Family and receives 7 Lipper Fund Awards in 2019.
— LIPPER FUND AWARDS FROM REFINITIV, 2019; BARRON'S MAGAZINE, MARCH 20192
No two financial strategies are the same. That's why we offer multiple investment options to meet your goals and needs.
Thrivent retail brokerage accounts can help expand and diversify your investment portfolio by allowing you to invest directly in mutual funds, stocks, bonds and more. You can explore available options with help from your Thrivent Financial professional, who can also recommend potential solutions. You'll choose whether to purchase or sell investments in the account, and you'll pay a commission or sales charge for each transaction.
Our managed account programs provide ongoing investment advice – along with personalized service – to help keep you on track with your investment goals. When you work with a Thrivent Financial professional, you can choose how involved you want to be with investment decisions. Annual fees are determined based on a percentage of your assets and the level of service that is right for you.1
MORE TO EXPLORE
You can't necessarily call unexpected expenses "unexpected." They arise for all of us. If you're not prepared for such pitfalls, they can quickly derail your financial life. Having an emergency fund in place can provide valuable protection.
Your insurance strategy can help provide protection and flexibility for you and your family. In particular, cash value life insurance can provide a range of options. And getting cash out of your life insurance may be easier than you think.
It's easy to put off saving for retirement. But as you age, time seems to accelerate. There's a wealth of tools that can help you kickstart a saving plan. And it's better to start now than never to start at all.
1 Except for Thrivent Advisor Guided Portfolios, your Thrivent registered representative does not have discretionary trading authority over your account.
2 Barron’s Ranking Methodology: 57 fund families qualified for the 2018 Barron’s Fund Family Ranking. Thrivent Mutual Funds was ranked #4 of 57 for one year, #3 of 55 for five years and #16 of 49 for 10 years for the periods ending 12/31/2018.
Barron’s Methodology: To qualify for the Barron’s Fund Family Rankings, a firm must have at least three funds in Lipper's general U.S. equity category (includes single sector and country equity funds), one in world equity (which combines global and international funds), one mixed-asset fund (such as a balanced or target-date fund), two taxable bond funds and one national tax-exempt bond fund. These funds must have a minimum track record of one year. Annual management fees of the funds are included in the returns calculations, but 12b-1, fund loads or sales charges are not included. Passive index funds are excluded from the rankings. Each fund’s performance is measured against all of the other funds in its Lipper category, with a percentile ranking of 100 being the highest and one the lowest. This result is then weighted by asset size, relative to the fund family’s other assets in its general classification. If a family’s biggest funds do well, that boosts its overall ranking; poor performance in its biggest funds hurts a firm’s ranking. Finally, the score is multiplied by the weighting of its general classification, as determined by the entire Lipper universe of funds. The category weightings for the one-year results in 2018 were general equity, 34.8%; mixed asset, 21.3%; world equity, 17.1%; taxable bond, 22.4%; and tax-exempt bond, 4.4%. The category weightings for the five-year results were general equity, 35.9%; mixed asset, 19.7%; world equity, 17.3%; taxable bond, 22.5%; and tax-exempt bond, 4.5%. For the 10-year list, they were general equity, 37.1%; mixed asset, 20%; world equity, 16.7%; taxable bond, 21.2%; and tax-exempt bond, 4.9%. Source: Barron’s Best Mutual Fund Families publication dated March 8, 2019.
Lipper assigns each fund to a Lipper Classification after analyzing each fund’s holdings and prospectus objectives. Once total return data has been calculated, Lipper ranks the relative performance of all funds in each classification against their respective peer groups. All rankings are based on total return and do not reflect sales charges. Performance of other share classes may differ due to differences in fund expenses. A high ranking does not imply that a fund had positive returns for the period. The performance of some Thrivent Mutual Funds benefited in the past from expense subsidy arrangements, which have the effect of lowering fund expenses and improving performance.
Total return percentile rankings within Lipper categories, based on annualized performance as of December 31, 2018:
Mid-Cap Core Funds Category: Thrivent Mid Cap Stock Fund - Class A: 30 for the 1-year period (126 of 420); 3 for the 5-year period (8 of 299); 4 for the 10-year period (7 of 198).
Thrivent Mid Cap Stock Fund - Class S: 28 for the 1-year period (116 of 420); 3 for the 5-year period (7 of 299); 2 for the 10-year period (3 of 198).
Small-Cap Core Funds Category: Thrivent Small Cap Stock Fund – Class A: 30 for the 1-year period (284 of 967); 4 for the 5-year period (24 of 680); 70 for the 10-year period (345 of 498).
Thrivent Small Cap Stock Fund – Class S: 28 for the 1-year period (266 of 967); 2 for the 5-year period (10 of 680); 55 for the 10-year period (270 of 498).
Mixed-Asset Target Allocation Aggressive Growth Funds Category: Thrivent Aggressive Allocation Fund – Class A: 6 for the 1-year period (10 of 171); 3 for the 5-year period (3 of 139); 12 for the 10-year period (14 of 116).
Thrivent Aggressive Allocation Fund – Class S: 3 for the 1-year period (4 of 171); 1 for the 5-year period (1 of 139); 8 for the 10-year period (9 of 116).
Lipper Award Methodology:
Lipper Award Mixed-Asset Class Award Methodology: Asset Class Awards are given to the best large and best small fund families separately. Small fund family groups need to have at least three distinct portfolios in the mixed-asset class group to qualify for the award. For the 2019 Lipper Fund Awards From Refinitv (based on three-year period ending 11/30/2018), a small fund family is defined as having assets of $76.8 billion or less, excluding Money Market assets. The Mixed-Asset Class Award is given to the fund family with the lowest average decile rank of the three years' Consistent Return (Effective Return) measure of the eligible funds in the asset class. In cases of identical results, the lower average percentile rank will determine the winner.
Lipper Award Fund award methodology: The highest Lipper Leader for Consistent Return (Effective Return) value within each eligible classification determines the fund classification winner over three, five, or 10 years. Based on three-year period ending 11/30/2018.
Lipper Fund Awards from Refinitiv, ©2019 Refinitiv. All rights reserved. Used under license.
Sales charges are not taken into consideration for Lipper Awards. Class S shares of Thrivent Mutual Funds have no sales charges. Some Thrivent Mutual Funds may have had fee waivers in effect and if they hadn’t been in effect performance would have been lower. See the Prospectus for current waiver information.
Shares may be worth more or less than their original value when redeemed.
The principal underwriter for Thrivent Mutual Funds is Thrivent Distributors, LLC. Member FINRA. Asset management services provided by Thrivent Asset Management, LLC. Both subsidiaries of Thrivent Financial for Lutherans.
All investing involves risks, including the possible loss of principal. The mutual fund prospectus and managed account program brochure contain more complete information on the investment objectives, risks, charges and expenses of the investment, which investors should read and consider carefully before investing. Prospectuses and managed account program brochures are available from a Thrivent Financial professional.
Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent Financial for Lutherans. Registered representative of Thrivent Investment Management Inc. Advisory services available through investment adviser representatives only. Thrivent Investment Management Inc. is the sponsoring investment adviser of the Managed Account Programs offered through National Financial's Managed Account Solutions service, provided by Envestnet Asset Management Inc., a third-party provider of investment management services. Security transactions are handled by National Financial Services LLC, a Fidelity Investments® Company, a registered broker/dealer and a member New York Stock Exchange and SIPC. National Financial Services, Envestnet Asset Management and Thrivent Investment Management Inc. are not affiliated. Except for Thrivent Advisor Guided Portfolios, your Thrivent registered representative does not have discretionary trading authority over your account.