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Small- and mid-cap products might provide the right balance of opportunity and risk your clients need. Now, combine that with experience and discipline from a team that has shown the ability to add value through multiple, rapidly-changing market environments.
That expertise shows in the performance of our small- and mid-cap offerings. For example, four of our small- and mid-cap mutual funds (Class S) received a 4- or 5-star Overall Morningstar RatingTM based on a risk-adjusted performance (as of 3/31/2023). Explore options for every portfolio, below:
The management team focuses on identifying and investing in companies with sustainable growth and competitive advantages that can execute regardless of the market environment.
The Fund earned a 5-Star Overall Morningstar RatingTM among 375 Mid-Cap Blend Funds based on risk-adjusted performance.1
The Fund has delivered excess returns compared to its benchmark through various market conditions, such as the 2021 bull market and the 2022 bear market.
The Fund earned a 5-Star Overall Morningstar RatingTM among 576 Small Growth Funds based on risk-adjusted performance.2
The Fund outperformed the Russell 2000® Index over the past quarter and year, driven mostly by security selection. The largest contributors to Q1 2023 and over the previous year were within the Health Care sector.
As an ETF, this product may offer specific benefits including: a more efficient tax structure, increased liquidity, lower costs, and no investment minimums.
1 4-Star Morningstar RatingTM for the 3- and 5-year periods out of 357 and 351 funds, respectively. 5-Star Morningstar RatingTM for the 10-year period out of 224 funds. All ratings are based on risk-adjusted performance.
2 4-Star Morningstar RatingTM for the 3-year period out of 576 funds. 5-Star Morningstar RatingTM for the 5-year period out of 534 funds. All ratings are based on risk-adjusted performance.
* This ETF is different from traditional ETFs. Traditional ETFs tell the public what assets they hold each day. This ETF will not. This may create additional risks for your investment. For example:
The differences between this ETF and other ETFs may also have advantages. By keeping certain information about the ETF secret, this ETF may face less risk that other traders can predict or copy its investment strategy. This may improve the ETF’s performance. If other traders are able to copy or predict the ETF’s investment strategy, however, this may hurt the ETF’s performance. For additional information regarding the unique attributes and risks of the ETF, see the Principal Risks section of the prospectus.
Thrivent Small-Mid Cap ESG ETF is newly formed and does not have any operating history.
Small and medium-sized companies often have greater price volatility, lower trading volume, and less liquidity than larger, more established companies.
Past performance is not necessarily indicative of future results.
We’re here to talk about the specifics of small- and mid-cap investing, as well as how our approach to the category could complement your clients’ portfolios. Our experienced consultants can help with a fund comparison, market insights, and more.
![The 60/40 portfolio strategy [PODCAST]](/content/dam/thrivent/fp/fp-insights/advisors-market360-podcast/compass-insights-card-v1.jpg/_jcr_content/renditions/cq5dam.web.1280.1280.jpeg)
Unpacking the surprisingly disappointing 2022 returns from this widely used portfolio structure.
Unpacking the surprisingly disappointing 2022 returns from this widely used portfolio structure.
04/13/2023
![Q&A with the manager: Thrivent Mid Cap Value Fund [VIDEO]](/content/dam/thrivent/fp/fp-insights/fund-commentary/q-a-with-the-manager-thrivent-mid-cap-value-fund-video/q-a-manager-midcap-value-graham-wong-thumbnail.png/_jcr_content/renditions/cq5dam.web.1280.1280.png)
Graham Wong, CFA, Senior Portfolio Manager, shares how he manages the Fund, his approach to value investing, and his perspective on the markets. Plus, we learn how major events helped shape his career.
Graham Wong, CFA, Senior Portfolio Manager, shares how he manages the Fund, his approach to value investing, and his perspective on the markets. Plus, we learn how major events helped shape his career.
03/28/2023
Thrivent Asset Management has been honored with two Refinitiv Lipper Fund Awards this year for Thrivent Mid Cap Stock Fund and Thrivent Small Cap Stock Fund.
Thrivent Asset Management has been honored with two Refinitiv Lipper Fund Awards this year for Thrivent Mid Cap Stock Fund and Thrivent Small Cap Stock Fund.
03/28/2023
Morningstar Magazine recently profiled Matt Finn and Jim Tinucci, portfolio managers for Thrivent Small Cap Stock Fund (TSCSX). The article covers their investing philosophy for the Fund and how their collaborative approach has led to previous successful returns for clients.
Morningstar Magazine recently profiled Matt Finn and Jim Tinucci, portfolio managers for Thrivent Small Cap Stock Fund (TSCSX). The article covers their investing philosophy for the Fund and how their collaborative approach has led to previous successful returns for clients.
12/13/2022
