Nasdaq - Delayed Quote USD

Thrivent Moderate Allocation A (THMAX)

15.59
-0.20
(-1.27%)
At close: 8:02:43 PM EDT

Investment Information

Min Initial Investment
2,000
Min Initial Investment, IRA
10
Min Initial Investment, AIP
20
Min Subsequent Investment
2,000
Min Subsequent Investment, IRA
0.5
Min Subsequent Investment, AIP
0.5

Broker Availability

  • Cetera Advisors LLC
  • Mid Atlantic Capital Corp
  • (Junk)CommonWealth PPS
  • LPL SAM Eligible - 10.24.2024
  • Fidelity Retail FundsNetwork
  • Fidelity Institutional FundsNetwork
  • Fidelity Institutional FundsNetwork-NTF
  • Cetera Advisors LLC- PAM, PRIME, Premier
  • Cetera Advisor Networks LLC- PAM, PRIME, Premier
  • RBC Wealth Management-Advisory Eligible
  • Commonwealth Universe
  • RBC Wealth Management-Network Eligible
  • DailyAccess Corporation FRIAG
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • Mid Atlantic Capital Group
  • Securities America Advisors
  • TD Ameritrade Retail NTF
  • TD Ameritrade Institutional NTF
  • Securities America Inc.
  • Cetera Financial Specialists LLC- Premier
  • LPL SWM - 10.24.2024
  • Schwab Existing Shareholders Only
  • Schwab OneSource & NTF (No Load & No Transaction Fee)
  • Lincoln Investment Planning
  • Pershing Retirement Plan Network
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • LPL Brokerage Availability - November 2024
  • Thrivent – Retail Eligible
  • Allowab (non-advisory)
  • Mid Atlantic Clearing and Settlement

Fund Summary

The fund pursues its objective by investing in a combination of other funds managed by the Adviser and directly held financial instruments. It is designed for investors who seek moderate long-term capital growth with reasonable stability of principal and are comfortable with moderate levels of risk and volatility. The fund allocates 45%-85% of its assets in equity securities, and 15%-55% in debt securities.

Fund Overview

Category Allocation--50% to 70% Equity
Fund Family Thrivent Funds
Net Assets 3.71B
YTD Return -2.28%
Yield 2.27%
Morningstar Rating
Inception Date Jun 30, 2005

Performance & Risk

YTD Return 0.30%
5y Average Return 7.84%
Rank in Category (ytd) 72
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.99
Morningstar Risk Rating

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