By: Gene Walden, Senior Finance Editor December 01, 2016
Although index funds have developed a reputation for outperforming actively-managed funds during sustained bull markets, the Thrivent Mutual Funds Active vs. Passive Management Study determined that when U.S. equity markets have turned turbulent, actively-managed, no-load mutual funds—both domestic large cap core and small cap core stock funds—have significantly outperformed their corresponding indexes.
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. See performance results current to the most recent month-end.
All information and representations herein are as of 12/01/2016, unless otherwise noted.
The views expressed are as of the date given, may change as market or other conditions change, and may differ from views expressed by other Thrivent Asset Management associates. Actual investment decisions made by Thrivent Asset Management will not necessarily reflect the views expressed. This information should not be considered investment advice or a recommendation of any particular security, strategy or product. Investment decisions should always be made based on an investor's specific financial needs, objectives, goals, time horizon, and risk tolerance.
This article refers to specific securities which Thrivent Mutual Funds may own. A complete listing of the holdings for each of the Thrivent Mutual Funds is available on ThriventFunds.com.