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Interval Funds for Financial Professionals

Thrivent Church Loan & Income Fund

Investing for impact

The Fund helps your clients make a positive impact with churches and other Christian organizations by providing financing that can be used to improve facilities, expand outreach and solidify the common bond throughout the Christian community.1

Making a difference

Hear about the impact made within the Christian community by Thrivent and its Church Financing Group.2 And, read stories from the past year from individual churches in the Annual Impact Report.

About Thrivent

Thrivent is a membership-owned fraternal organization as well as a holistic financial services organization, providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they’ve been given.

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More stories of impact

Investing for impact

Fred Johnson, Senior Portfolio Manager, Church Loans, Thrivent Asset Management, discusses this mission driven investment and its impact on the Christian community.

The story of Judson Baptist Church

Pastor Dr. Jeff Mims and Todd Howell, Pastor of Administration, of the Judson Baptist Church share how the Thrivent Church Loan & Income Fund aided in fulfilling the vision they had for their church community.

A unique investment

Dan Chouanard, Vice President, Thrivent Distributors, LLC, breaks down the features of the Thrivent Church Loan & Income Fund that make it a truly unique investment.

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Fund management

Our seasoned team of more than 125 investment professionals brings their deep expertise to managing each fund so you can feel confident in the choices you’re making. More than 80% have at least 10 years of experience, more than 50% have more than 20 years of investment experience, and more than 85% have earned the Chartered Financial Analyst designation, an advanced degree, or both.

  • Fred Johnson, CPA (inactive)
    Fred Johnson, CPA (inactive)
    Portfolio Manager
    Managing this fund since 2018

    Fred joined Thrivent Financial in 1987 and has served as a portfolio manager for Thrivent Church Loan and Income Fund since 2018.

  • Meg Spangler
    Meg Spangler
    Associate Portfolio Manager
    Managing this fund since 2018

    Meg joined Thrivent Financial in 1999 and has served as an associate portfolio manager for Thrivent Church Loan and Income Fund since 2018.

  • Gregory R. Anderson, CFA
    Gregory R. Anderson, CFA
    Senior Portfolio Manager
    Managing this fund since 2018

    Mr. Anderson joined Thrivent in 1997. He has served as a portfolio manager since 2000.

Quarterly repurchase offer period open for Q1 2023

The Fund’s quarterly repurchase offer begins on Feb. 17, 2023 and ends on March 15, 2023. If shareholders do not wish to tender any shares to the Fund, they do not need to take any action. The fund is offering 35% of its outstanding shares.

Important dates

  • Redemption request deadline: March 15, 2023 at 4:00 p.m. Eastern Time
  • Redemption pricing date: March 16, 2023
  • Redemption payment deadline: No later than March 17, 2023

Documents

Repurchase requests must be submitted by March 15, 2023 at 4:00 p.m. Eastern time. Shareholders can withdraw or modify their submitted request any time before the deadline. As a reminder, the fund does not provide daily liquidity and the next opportunity for shareholders to redeem shares will be in June 2023. 

Performance

Performance data cited represents past performance and should not be viewed as an indication of future results. 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.

Characteristics

Performance data cited represents past performance and should not be viewed as an indication of future results. 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.

Buying & selling shares

The Fund is a closed-end interval fund that allows investors to purchase shares daily and sell them quarterly on a predetermined date.

  • Subscriptions: Daily
  • Redemption/Repurchase Frequency: Quarterly
  • Redemption/Repurchase Fee: None3
  • Redemption/Repurchases Offered: March, June, September, December

Minimum investment

  • Initial (non-retirement): $2,000
  • Initial (IRA, tax-deferred): $1,000
  • Subsequent: $50

Due to rounding, some values may not total 100%. Effective 2/28/2025, certain cash-designated holdings (e.g., futures) were reallocated to their asset classes due to a data source change.

Thrivent Church Loan and Income Fund portfolio management team works with Thrivent Church Finance group to source and structure the loans in the portfolio.

The Fund does not currently charge a repurchase fee. However, the Fund may introduce a repurchase fee in the future of up to 2% on shares accepted for repurchase, subject to approval of the Fund Board.

The information about the Thrivent Church Financing Group is provided for informational purposes only and may not be illustrative of church loans included in the Fund's portfolio.