FUND COMMENTARY
12/13/2022
12/13/2022
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.
The article highlights that since Finn took over the Fund in March 2013, the S shares have gained 11.1% annualized through September 2022, outperforming all small-blend Morningstar® Category peers as well as the Morningstar US Small Cap Extended Index’s 7.5%. Read the full article here.
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All data represents past performance. Past performance does not guarantee future results.
Click here for performance results current to the most recent quarter and month-end.
![Is it time to rebalance because of mega caps? [PODCAST]](/content/dam/thrivent/fp/fp-insights/advisors-market360-podcast/compass-insights-card-v1.jpg/_jcr_content/renditions/cq5dam.web.1280.1280.jpeg)
Mega cap tech stocks continue to outperform, but could this be causing client portfolios to become unbalanced?
Mega cap tech stocks continue to outperform, but could this be causing client portfolios to become unbalanced?
09/12/2023
The U.S. economy has remained resilient, fueled by strength in the labor market and solid consumer spending. However, debate continues about the likelihood and severity of a U.S. recession.
The U.S. economy has remained resilient, fueled by strength in the labor market and solid consumer spending. However, debate continues about the likelihood and severity of a U.S. recession.
09/11/2023
U.S. stocks rallied again in July, with both the S&P 500 Index and the NASDAQ Composite Index generating the strongest performance in the first seven months of a year since 1997. July’s performance was notable for seeing a rise in all 11 sectors of the S&P 500 Index, led by Energy, which was supported by a surge in oil prices over the month.
U.S. stocks rallied again in July, with both the S&P 500 Index and the NASDAQ Composite Index generating the strongest performance in the first seven months of a year since 1997. July’s performance was notable for seeing a rise in all 11 sectors of the S&P 500 Index, led by Energy, which was supported by a surge in oil prices over the month.
08/07/2023
Thrivent Asset Management’s Steve Lowe, Chief Investment Strategist, and Jeff Branstad, Model Portfolio Manager, discuss how equities fared better than expected in the last quarter.
Thrivent Asset Management’s Steve Lowe, Chief Investment Strategist, and Jeff Branstad, Model Portfolio Manager, discuss how equities fared better than expected in the last quarter.
08/01/2023