Our achievements
A legacy of putting investors first.
Your clients count on you. You count on products and services proven to help meet their goals. For half a century, Thrivent Mutual Funds has provided financial professionals with the funds and thoughtful investment approach needed to help advance their client portfolios. Our industry recognition offers you—and your clients—perspective on our historical performance.
Recognition
Proud to be named one of the 2024 World’s Most Ethical Companies for over a decade
Thrivent has been recognized by Ethisphere for 13 years in a row. In 2024, 136 honorees were recognized, spanning 20 countries and 44 industries. Thrivent was one of only six honorees in the financial services industry.1
Recognition
Barron’s Best Fund Families of 2024
Thrivent Mutual Funds was ranked among Barron’s Best Fund Families of 2024 with a ranking of ninth out of 48 fund families based on one-year returns on an asset-weighted basis. In the five-year ranking list, Thrivent placed 5th out of 46 fund families and in the 10-year ranking list, Thrivent appeared 7th out of 46 fund families. Ratings are based on performance for the 1-, 5- and 10-year periods, ending December 31, 2024.
Read Barron’s Best Fund Families 2024 (PDF) to learn more.
Past performance is not necessarily indicative of future results.
1 Thrivent was named as one of the “World’s Most Ethical Companies” by Ethisphere. “World’s Most Ethical Companies” and “Ethisphere” names and marks are registered trademarks of Ethisphere LLC. For details, visit worldsmostethicalcompanies.com.
In ranking mutual and exchange-traded funds, our aim is to measure manager skill, independent of expenses beyond annual management fees. That is why we calculate returns before any 12b-1 fees are deducted. Similarly, fund loads, or sales charges, aren’t included in our calculation of returns.
Each fund’s performance is measured against all of the other funds in its LSEG 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, and vice versa.
To be included in the ranking, a firm must have at least three funds in the general equity category, one in world equity, one in mixed equity such as a balanced or target-date fund, two taxable bond funds, and one national tax-exempt bond fund.
Single-sector and country equity funds are factored into the rankings as general equity. We exclude all index funds but include actively managed ETFs and so-called smart-beta ETFs, which are passively managed but created from active strategies.
Finally, the score is multiplied by the weighting of its general classification, as determined by the Lipper universe of funds. The category weightings for 2024 were general equity, 39.1%; mixed asset, 21.6%; world equity, 15.3%; taxable bond, 20.1%; and tax-exempt bond, 3.9%. The category weightings for the five-year results were general equity, 39%; mixed asset, 21. 7%; world equity, 15.3%; taxable bond, 19.9%; and tax-exempt bond, 4%. For the 10-year list, they were general equity, 40%; mixed asset, 22.1%; world equity, 14.8%; taxable bond, 19.2%; and tax-exempt bond, 3.9%. The weightings may not total 100 due to rounding.