• Individual Investor
  • Individual Investor

Three ways to invest in Thrivent funds

We’re here to help you invest with confidence.

MUTUAL FUNDS

Thrivent Account

You can purchase mutual funds right on our site with an online account.

Get started

Invest with a Thrivent account

  • Set up an account starting with as little as $50 per month.1
  • Access your online account at your convenience.
  • Purchase funds without transaction fees or sales charges.

MUTUAL FUNDS & ETFS

Financial Professional

For guidance when investing, ask a financial professional about investing in Thrivent mutual funds & ETFs.

Contact a Thrivent advisor

Invest with a financial professional

  • Receive investment help from an experienced professional.
  • Build a relationship through in-person meetings.
  • Get help planning for life’s goals such as saving and retirement.
  • Additional fees may apply.

MUTUAL FUNDS & ETFS

Brokerage Account

If you already have a brokerage account, our mutual funds & ETFs can be purchased through online brokerage platforms by searching for Thrivent Mutual Funds and ETFs.

Invest with a brokerage account

  • Add Thrivent Mutual Funds and ETFs to your investments within your existing portfolio.
  • Take advantage of your account to keep your investments in one place.
  • Additional fees may apply.
Not quite ready?

We want you to invest your money wisely and with confidence.
Here are some other options that may help you.

  • Take our quiz to determine your personal investment style.
  • Talk to your financial advisor about ETFs.
  • Sign up for our monthly investing insights newsletter.

 

Need more help?

If you need assistance, we’re here to help. Reach out to us via the phone, email, and support page information below.

 

This ETF is different from traditional ETFs. Traditional ETFs tell the public what assets they hold each day. This ETF will not. This may create additional risks for your investment. For example:

 - You may have to pay more money to trade the ETF’s shares. This ETF will provide less information to traders, who tend to charge more for trades when they have less information.

 - The price you pay to buy ETF shares on an exchange may not match the value of the ETF’s portfolio. The same is true when you sell shares. These price differences may be greater for this ETF compared to other ETFs because it provides less information to traders.

 - These additional risks may be even greater in bad or uncertain market conditions.

 - The ETF will publish on its website each day a “Proxy Portfolio” designed to help trading in shares of the ETF. While the Proxy Portfolio includes some of the ETF’s holdings, it is not the ETF’s actual portfolio.

The differences between this ETF and other ETFs may also have advantages. By keeping certain information about the ETF secret, this ETF may face less risk that other traders can predict or copy its investment strategy. This may improve the ETF’s performance. If other traders are able to copy or predict the ETF’s investment strategy, however, this may hurt the ETF’s performance. For additional information regarding the unique attributes and risks of the ETF, see the Principal Risks section of the prospectus.

1 New accounts with a minimum investment amount of $50 are offered through the Thrivent Mutual Funds "automatic purchase plan." Otherwise, the minimum initial investment requirement is $2,000 for non-retirement accounts and $1,000 for IRA or tax-deferred accounts, minimum subsequent investment requirement is $50 for all account types. Account minimums for other options vary.

Thrivent ETFs may be purchased through your financial professional or brokerage platforms.

Contact your financial professional or brokerage firm to understand minimum investment amounts when purchasing a Thrivent ETF.

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TAX RESOURCE CENTER

2024 Capital gains

Below are the estimates for capital gains to be paid by Thrivent Mutual Funds in 2024. If a Fund is not listed, there are no capital gains currently estimated for the Fund. Dividends and capital gain distributions earned in qualified retirement accounts are not taxable unless paid directly to you in cash.

Please contact your tax advisor to review the impact of capital gains on your situation and discuss possible tax strategies. Thrivent and its representatives and employees cannot provide tax or accounting advice.

For more general information about taxes, visit our Tax Resource Center and for more information about capital gains, visit our FAQs section. If you have questions about your mutual fund account, please call the Thrivent Funds Interaction Center at 800-847-4836. When prompted, please say “mutual funds.” Our office hours are Monday through Friday, 7 a.m. to 6 p.m. Central time. We look forward to serving you.

Thrivent Mutual Funds 2024 Estimated Capital Gains Distributions
Thrivent Mutual Fund Record Date Payment Date Expected Short-Term Capital Gain
(Per Share)		 Expected Long-Term Capital Gain
(Per Share)		 Total Expected
(Per Share)
Thrivent Mutual Fund Record Date Payment Date Expected Short-Term Capital Gain
(Per Share)		 Expected Long-Term Capital Gain
(Per Share)		 Total Expected
(Per Share)
Aggressive Allocation Fund
 12/11/2024 12/12/2024 $0.57656 $0.61681
 $1.19337
Balanced Income Plus Fund 12/11/2024 12/12/2024 $ - $0.21521 $0.21521
Global Stock Fund
 12/11/2024 12/12/2024 $1.09315 $1.51495 $2.60809
Large Cap Growth Fund
 12/11/2024 12/12/2024 $0.23235 $1.02476 $1.25712
Large Cap Value Fund
 12/11/2024 12/12/2024 $0.16675 $1.97546 $2.14220
Low Volatility Equity Fund* 12/11/2024 12/12/2024 $0.33921 $0.74323 $1.08244
Mid Cap Stock Fund
 12/11/2024 12/12/2024 $ - $1.50957 $1.50957
Mid Cap Value Fund 12/11/2024 12/12/2024 $ - $0.77820 $0.77820
Moderate Allocation Fund 12/11/2024 12/12/2024 $0.35853 $0.34023 $0.69876
Moderately Aggressive Allocation Fund 12/11/2024 12/12/2024 $0.37242 $0.39580 $0.76821
Small Cap Stock 12/11/2024 12/12/2024 $ - $0.03075 $0.03075

If a Fund is not listed, there are no capital gains estimated for the Fund.

* Pending shareholder approval, Thrivent Low Volatility Equity Fund will merge into Thrivent Global Stock Fund. It closed to new shareholder accounts May 3, 2024. The shareholder meeting was adjourned and will reconvene on October 17, 2024. See the proxy statement for additional information about the merger.