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The Thrivent small- and mid-cap lineup

Get answers to your questions

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Explore our small- & mid-cap offerings

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:

TMCGX

Thrivent Mid Cap Growth Fund

The management team focuses on identifying and investing in companies with sustainable growth and competitive advantages that can execute regardless of the market environment.

TMSIX

Thrivent Mid Cap Stock Fund

The Fund earned a 5-Star Overall Morningstar RatingTM among 375 Mid-Cap Blend Funds based on risk-adjusted performance.1

TSCVX

Thrivent Mid Cap Value Fund

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.

TSCGX

Thrivent Small Cap Growth Fund

The Fund earned a 5-Star Overall Morningstar RatingTM among 576 Small Growth Funds based on risk-adjusted performance.2

TSCSX

Thrivent Small Cap Stock Fund

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.

TSME

Thrivent Small-Mid Cap ESG ETF*

As an ETF, this product may offer specific benefits including: a more efficient tax structure, increased liquidity, lower costs, and no investment minimums.

All performance data references are as of 3/31/2023.

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:

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  • You may have to pay more money to trade the ETF’s shares. This ETF will provide less information to traders, who tend to charge more for trades when they have less information.
  • The price you pay to buy ETF shares on an exchange may not match the value of the ETF’s portfolio. The same is true when you sell shares. These price differences may be greater for this ETF compared to other ETFs because it provides less information to traders.
  • These additional risks may be even greater in bad or uncertain market conditions.
  • The ETF will publish on its website each day a “Proxy Portfolio” designed to help trading in shares of the ETF. While the Proxy Portfolio includes some of the ETF’s holdings, it is not the ETF’s actual portfolio.

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.


Let’s talk

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.

Related insights

Fund Commentary [VIDEO]

03/28/2023

Q&A with the manager: Thrivent Mid Cap Value Fund [VIDEO]

Q&A with the manager: Thrivent Mid Cap Value Fund [VIDEO]

Q&A with the manager: Thrivent Mid Cap Value Fund [VIDEO]

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

12/13/2022

Morningstar® features Thrivent Small Cap Stock Fund

Morningstar® features Thrivent Small Cap Stock Fund

Morningstar® features Thrivent Small Cap Stock Fund

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