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FUND COMMENTARY

Thrivent wins two Refinitiv Lipper Fund Awards in 2023

03/28/2023

03/28/2023

Thrivent Asset Management has been honored with two Refinitiv Lipper Fund Awards this year for Thrivent Mid Cap Stock Fund and 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 Mid Cap Stock Fund, Class S (TMSIX), was awarded for the category of Best Mid-Cap Core Fund over 10-Years (out of 206 funds) for the period ended Nov. 30, 2022.

Thrivent Small Cap Stock Fund, Class S (TSCSX), was awarded for the category of Best Small-Cap Core Fund over 10-Years (out of 529 funds) also for the period ended Nov. 30, 2022.

“We are honored that Thrivent Small Cap Stock Fund and Thrivent Mid Cap Stock Fund were recognized as Refinitiv Lipper Fund Awards Winners in 2023 for the 10-year performance period,” said David Royal, chief financial and investment officer at Thrivent. “This recognition is a testament to our talented asset management team’s unwavering commitment to deliver long-term investment returns on behalf of our clients so they can achieve financial clarity and live lives full of meaning and gratitude”

“Receiving recognitions like the Refinitiv Lipper Fund Awards requires an investment team focused on consistent, competitive performance,” added Brian Flanagan, senior portfolio manager of Thrivent Mid Cap Stock Fund. “Our rigorous investment process, which is grounded in bottom-up stock selection, research, portfolio construction and risk management, allows our team to achieve competitive performance on behalf of our clients so they can use their finances to fulfill their goals in life.”

“Our investment team’s extensive experience gives us the ability to navigate market volatility with confidence,” said Jim Tinucci, senior portfolio manager of Thrivent Small Cap Stock Fund. “Thrivent’s disciplined investment process focuses on delivering competitive performance over the long-term, so our clients can achieve their investment goals.”

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 125 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 a truly independent and uncompromised assessment of fund performance.


Past performance is not necessarily indicative of future results.

The Refinitiv 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 Refinitiv Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is an objective, quantitative, 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 Refinitiv Lipper Fund Award. For more information, see lipperfundawards.com. Although Refinitiv Lipper makes reasonable efforts to ensure the accuracy and reliability of the data used to calculate the awards, their accuracy is not guaranteed.

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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