Thrivent View on Current Market Decline

Financial Advisor Resources

We've made it easy for financial advisors to access all the information they need about Thrivent Mutual Funds. Our proprietary research, active management, and belief in doing the right thing for our investors sets us apart from other investment firms. And, because we are sponsored by Thrivent Financial, a Fortune 500 not-for-profit, membership organization of Christians, we support a common mission of helping clients manage their money wisely and live generously.

Performance Recognized Year After Year

Thrivent Mutual Funds’ back to back to back fund family awards demonstrate the quality approach practiced by our team of more than 100 expert investment professionals. What’s more, our Thrivent Mid Cap Stock Fund – Class S has been recognized for its track record. And when we win, so do your clients.

Thomson Reuters Lipper awards are often considered one of the most prestigious awards in the investment industry. That is why we are honored, for the third year in a row, to be awarded the Best Overall Small Fund Family and to be awarded the Best Mid-Cap Core Fund for both 5-year and 10-year periods. Read our feature in Investment News, including interviews with David Royal, President of Thrivent Mutual Funds, Mark Simenstad, Vice President and Chief Investment Strategist, and David Francis, Vice President and Head of Equities.

Learn More About Our Mutual Funds >

2018 Thomson Reuters Lipper Fund Awards - United States

 

Best Overall Small Fund Family - Third year in a row

The Lipper Awards for Best Overall Small Fund Family are based on a review of 30 fund families for 2018, 32 fund families for 2017 and 27 fund families for 2016. Award for U.S. Region Only. Based on risk-adjusted performance for the three-year period ending 11/30/2017.
2018 Thomson Reuters Lipper Fund Awards - United States

 

 

Best Mid-Cap Core Fund for both 5-Year and 10-Year Periods.

Thrivent Mid Cap Stock - Class S was named the best mid-cap core fund of 290 funds for the 5-year period and the best mid-cap core fund of 196 for the 10-year period. Award for U.S. Region Only. Based on risk-adjusted performance for the periods ending 11/30/2017.

Hear What Our Leadership has to Say About our Lipper Award Wins

Chief Investment Officer, David Royal and Chief Investment Strategist, Mark Simenstad, discuss how our approach, team and research worked together to help us earn our recent Lipper Wins.

Watch the Video

Overall Group Award Methodology: Overall Group Awards are given to the best large and best small fund families separately. Small fund family groups need to have at least 3 distinct portfolios in each of the equity, bond and mixed-asset class groups to qualify for the Overall Group award. For the 2018 Thomson Reuters Lipper Fund Awards (based on three-year period ending 11/30/2017), a small fund family is defined as having assets of $75.3 billion or less. For the 2017 Thomson Reuters Lipper Fund Awards (based on three-year period ending 11/30/2016), a small fund family was defined as having assets of $63.5 billion or less. For the 2016 Award (based on three-year period ending 11/30/2015) it was defined as assets of $57.7 billion or less. Money Market assets are excluded. The Overall Group award is given to the fund family with the lowest weighted average decile ranking of its respective asset class results based on the Consistent Return (Effective Return) value of the eligible funds per asset class. In cases of identical results, the lower average percentile rank will determine the winner. Sales charges are not taken into consideration. Some Thrivent Mutual Funds may have had fee waivers in effect. If they hadn’t been in effect performance would have been lower. See ThriventFunds.com or the Prospectus for current waiver information.

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. Sales charges are not taken into consideration. Class S shares for this Fund have no sales charges.

From Thomson Reuters Lipper Awards, ©2018 Thomson Reuters. All rights reserved. Used by permission and protected by the Copyright Laws of the United States. The printing, copying, redistribution, or retransmission of this Content without express written permission is prohibited.

Performance data cited represents past performance and should not be viewed as an indication of future results. Investment return and principal value of the investment will fluctuate so that an investor's shares, when redeemed may be worth more or less than the original cost.



 

Our Funds

We offer 23 actively managed mutual funds including individual strategies designed to meet a specific objective in an investor's portfolio, as well as multi-asset funds that are well diversified. Our mutual funds are now available on NFS, Schwab, Pershing, and TD Ameritrade platforms.


 

Good Morning, Market

A Thrivent Mutual Funds video series covering the market with insights from our Investment Team.

 

20:27
Fixed Income Deep Dive Video
August 31, 2018

Head of Fixed Income, Steve Lowe, and Paul Ocenasek, Portfolio Manager, discuss Thrivent Asset Management's current fixed income perspective.

15:46
Equity Deep Dive Video
August 31, 2018

Chief Equity Strategist Darren Bagwell, CFA, discusses Thrivent Asset Management's current equity perspective.

15:42
July 2018 Perspective
July 24, 2018

Chief Investment Strategist, Mark Simenstad, Steve Lowe, Head of Fixed Income, David Francis, Head of Equity, and Dan Chouanard discusses Thrivent Asset Management's current market perspective.