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FUND COMMENTARY

Thrivent wins LSEG Lipper Fund Awards United States 2024

03/14/2024

03/14/2024

Thrivent Asset Management has been honored as a LSEG Lipper Fund Awards United States 2024 winner for Thrivent Small Cap Stock Fund. The Lipper Awards recognize the performance of funds and fund management firms over three-, five- and 10-year periods annually around the globe.

Thrivent Small Cap Stock Fund, Class S (TSCSX), was awarded for a second year in a row for the category of Best Small-Cap Core Fund over 10 Years (out of 612 funds) for the period ended Nov. 30, 2023.

“Our investment team maintains a rigorous investment process, which adds value through bottom-up stock selection using proprietary research and by controlling risk,” said Jim Tinucci, senior portfolio manager of Thrivent Small Cap Stock Fund. “We’re grateful for this recognition because it validates our approach and how we’ve delivered consistent, repeatable performance on behalf of our clients.” Thrivent Mutual Funds began offering its funds online with no sales load (Class S) in February 2016. The funds are also offered through Thrivent financial professionals and other investment professionals around the country.

The Thrivent mutual funds are supported by a team of more than 140 investment professionals who take a long-term, disciplined approach in all phases of investment management including stock selection, portfolio construction and risk management.

For more than three decades, these awards have recognized funds and fund management firms for their consistently strong risk-adjusted three-, five- and 10-year performance relative to their peers. Based on Lipper’s quantitative, proprietary methodology, the awards reflect an independent assessment of fund performance.


Past performance is not necessarily indicative of future results.

The LSEG Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The LSEG Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the LSEG Lipper Fund Award. For more information, see lipperfundawards.com. Although LSEG makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by LSEG Lipper.

Thrivent financial professionals are registered representatives of Thrivent Investment Management Inc. Thrivent Investment Management Inc. is an SEC-registered investment adviser and broker/dealer, and a member of FINRA and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.

Recognized for performance



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