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A bottom up approach to identifying top opportunities.

Thrivent Small Cap Stock Fund looks for potential beyond earnings.

Thrivent Small Cap Stock Fund Class S (TSCSX) typically invests in a combination of growth and value stocks, focused on smaller companies. These companies may be positioned to grow rapidly as they evolve into medium-sized companies. They may have greater risk than larger, more established companies and frequently reinvest earnings back into the company instead of paying out as dividends. Our methodology looks to position the Fund to appeal to investors seeking long-term growth, have an aggressive risk tolerance and the ability to withstand higher volatility in pursuit of potentially higher long-term returns.

Equity style map

Equity style map from Morningstar
Large
Mid
Small
Value
Blend
Growth
Weighted average of holdings
75% of fund's stock holdings

Thrivent Small Cap Stock Fund attributes its success to a sound investment process focus on controlling risk and taking a long-term approach. According to Matt Finn, Senior Portfolio Manager, "an important focus of our process is controlling risk, which means that fewer things can go wrong. For instance, we don't try to time the market and hold too much cash, and we try to stay fairly well diversified across all sectors - although there may be times when we are overweight or underweight in a sector, depending on the opportunities we see in those sectors." 

Matthew D. Finn, CFA
Senior Portfolio Manager
James M. Tinucci, CFA
Senior Portfolio Manager

Financial markets are rarely predictable. The track record of performance within Thrivent Asset Management products goes beyond numbers: It's how we help you position client portfolios for long-term. Our investment approach combines dedicated in-house research with tenured, accomplished investment managers. Through half a century of experience, we create opportunities for individual contributors, following a distinct process and employ rigorous risk management. The end result? We help add clarity and confidence to understanding and capitalizing on the opportunities that lie ahead.

Fund highlights

Inception date

12/29/1997

Net asset value

N/A

Daily NAV change

N/A

(as of N/A)

Year to date return

19.50%

1 year return

84.86%

(as of 04/30/2021)

Net annual fund operating expenses

0.84%

Sales charge

none

Related Content

01/26/2021

The big-time potential of the small cap stock market

The big-time potential of the small cap stock market

The big-time potential of the small cap stock market

The small cap stock universe is loaded with promising companies that seem to hold the potential to prosper and grow into mainstream market leaders. The challenge for investors is to ferret out the small cap stocks with the best chance of overcoming the inevitable economic downturns and growing pains that young companies face in order to realize that long-term potential.

The small cap stock universe is loaded with promising companies that seem to hold the potential to prosper and grow into mainstream market leaders. The challenge for investors is to ferret out the small cap stocks with the best chance of overcoming the inevitable economic downturns and growing pains that young companies face in order to realize that long-term potential.

01/26/2021

FUND COMMENTARY [VIDEO]

04/13/2021

Innovation and Opportunity: Thrivent Small Cap Growth Fund [VIDEO]

Innovation and Opportunity: Thrivent Small Cap Growth Fund [VIDEO]

Innovation and Opportunity: Thrivent Small Cap Growth Fund [VIDEO]

David Lettenberger, CFA, shares how innovation continued to drive opportunity in the small cap growth space, even during volatility across 2020 and into 2021. He provides insights into his approach as senior portfolio manager of Thrivent Small Cap Growth Fund.

David Lettenberger, CFA, shares how innovation continued to drive opportunity in the small cap growth space, even during volatility across 2020 and into 2021. He provides insights into his approach as senior portfolio manager of Thrivent Small Cap Growth Fund.

04/13/2021

03/12/2021

Mining the middle ground: What’s driving growth in the mid-cap market?

Mining the middle ground: What’s driving growth in the mid-cap market?

Mining the middle ground: What’s driving growth in the mid-cap market?

For investors, the mid-cap sector can get lost in the shuffle between the alluring promise of small cap stocks and the familiar market leaders of the large cap sector. But the mid-cap market – which encompasses stocks in the range of about $7 billion to $35 billion in market cap – offers a world of opportunity for investors looking for long-term growth potential with a bit more stability than many of the stocks of the small cap universe.

For investors, the mid-cap sector can get lost in the shuffle between the alluring promise of small cap stocks and the familiar market leaders of the large cap sector. But the mid-cap market – which encompasses stocks in the range of about $7 billion to $35 billion in market cap – offers a world of opportunity for investors looking for long-term growth potential with a bit more stability than many of the stocks of the small cap universe.

03/12/2021

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All data represents past performance. Past performance does not guarantee future results. The 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. Current performance may be lower or higher than the performance data quoted. Call 800-847-4836 or visit thriventfunds.com for performance results current to the most recent month-end.

The Morningstar Style Box™ reveals a fund’s investment strategy. For equity funds, the vertical axis of the Equity Style Map shows the market capitalization of the stocks owned (large, medium, or small) and the horizontal axis shows investment style (value, blend, or growth).

© 2021 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.  Past performance is no guarantee of future results.