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FUND COMMENTARY

Morningstar® features Thrivent Small Cap Stock Fund

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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Related insights

August 2023 Market Update

08/07/2023

Stock rally continues

Stock rally continues

Stock rally continues

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