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Thrivent Income-Focused Managed PortfoliosTM

Income for distribution

These portfolios1, built by Thrivent Asset Management, LLC, are focused on generating income. You can choose to distribute all interest, dividends and capital gains at intervals of your choice, or you can automatically reinvest all income back into the account.

Key points

Strategic & tactical allocations

Thrivent Asset Management, LLC (TAM) conducts extensive quantitative research to build long-term strategic models calibrated for multiple risk levels. Senior leadership meets regularly to discuss and determine tactical allocations based on current and expected market conditions as well as macroeconomic factors, technical indicators and fundamental data.

Style-pure security selections

A sophisticated manager selection process intended to identify style-pure managers with consistent risk-adjusted performance that we feel are most likely to outperform over a full market cycle. This helps to ensure that the portfolios will consistently provide desired market exposures that align with overall market views.

Focus on generating income

TAM seeks to optimize yield in the portfolios while still maintaining the necessary diversification to help mitigate risk.2 The models include a mix of active and passive products, including holdings beyond traditional asset classes in order to maximize income generation.

A long history of expertise

TAM has a 13+ year track record of managing Income-Focused Managed Portfolios (inception date: June 30, 2012).

How are Thrivent Managed Portfolios constructed?

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Thrivent Managed Portfolios team conducts detailed analysis of benchmarks and peers to determine optimal allocation targets.

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Manager selection focuses on competitvely priced, style-pure and consistent performers.

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Ongoing changes to tactical allocations are made based on current market conditions and outlook.

Manager selection process

The manager selection process begins by choosing the most accessible, cost-effective share class for the strategy from more than 10,000 mutual funds and ETFs. The investment team uses a proprietary scoring system to rank which funds match their criteria best before moving into the evaluation stage where they narrow the field to identify only the strongest strategies. Once the evaluation stage is complete, the investment team interviews the finalists and compares them across numerous qualitative and quantitative characteristics. The final step of the process is to select the manager that best aligns with the team's investment approach and they believe has the best potential for long-term success.

The manager selection process begins by choosing the most accessible, cost-effective share class for the strategy from more than 10,000 mutual funds and ETFs. The investment team uses a proprietary scoring system to rank which funds match their criteria best before moving into the evaluation stage where they narrow the field to identify only the strongest strategies. Once the evaluation stage is complete, the investment team interviews the finalists and compares them across numerous qualitative and quantitative characteristics. The final step of the process is to select the manager that best aligns with the team's investment approach and they believe has the best potential for long-term success.
The manager selection process begins by choosing the most accessible, cost-effective share class for the strategy from more than 10,000 mutual funds and ETFs. The investment team uses a proprietary scoring system to rank which funds match their criteria best before moving into the evaluation stage where they narrow the field to identify only the strongest strategies. Once the evaluation stage is complete, the investment team interviews the finalists and compares them across numerous qualitative and quantitative characteristics. The final step of the process is to select the manager that best aligns with the team's investment approach and they believe has the best potential for long-term success.

Two income-oriented models & approximate allocations

These broadly diversified models are focused on income generation and are tactically updated for market conditions. Thrivent Income-Focused Diversified model has  higher income potential with higher volatility, while the Thrivent Income-Focused Opportunistic model has lower income potential with lower volatility.

Two income-oriented models & approximate allocations are represented by two pie charts for Thrivent Income-Focused Diversified and Thrivent Income-Focused Opportunistic models. Allocations are subject to change but include Equity, Corporate bonds, Government bonds, Securitized debt, Emerging market debt, and other.
Two income-oriented models & approximate allocations are represented by two pie charts for Thrivent Income-Focused Diversified and Thrivent Income-Focused Opportunistic models. Allocations are subject to change but include Equity, Corporate bonds, Government bonds, Securitized debt, Emerging market debt, and other.

Allocations are subject to change.

Resources

Investment & market insights

Read, watch, and listen to portfolio managers and investment leaders through curated up-to-date articles, videos, and podcasts.

Gain our insights

Contact us

Are you a financial professional with questions? Contact us.

800-521-5308 | M-F | 8-5 p.m. CT | sales@thriventfunds.com

1 Before June 1, 2019, Thrivent Managed Portfolios were offered through Thrivent Investment Management, Inc, an affiliate of Thrivent Asset Management, LLC. Thrivent Asset Management, LLC personnel comprised a committee that made investment recommendations for these portfolios to Thrivent Investment Management during that time. Since the same investment personnel are involved, Thrivent Asset Management, LLC Model Portfolio performance includes results from the periods the portfolios were offered by Thrivent Investment Management.

2 While diversification can help reduce market risk, it does not eliminate it. Diversification does not assure a profit or protect against loss in a declining market.