Why winning is just the beginning
Performance goes beyond rankings and awards: It's about how we can help you with your investment goals. Being named one of Barron's 2018 Best Fund Families and earning seven 2019 Lipper Fund Awards validates our approach to active fund management with a purposeful view to long-term performance. After all, our greatest reward is helping you manage money wisely so you can live generously.
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Thrivent Mutual Funds
Barron’s 2018 Best Fund Families
- 2018 Best Fund Families – 4th out of 57 fund families
- 5-year Ranking – 3rd out of 55 fund families
- 10-year Ranking – 16th out of 49 fund families
Thrivent Mid Cap Stock Fund - Class S (TMSIX)
Best Mid-Cap Core Fund (3-, 5-, 10-Year Periods)
- 3-year period out of 333 funds
- 5-year period out of 283 funds
- 10-year period out of 189 funds
Thrivent Small Cap Stock Fund - Class S (TSCSX)
Best Small-Cap Core Fund (3-, 5-Year Periods)
- 3-year period out of 785 funds
- 5-year period out of 654 funds
Thrivent Aggressive Allocation Fund - Class S (TAAIX)
Best Mixed-Asset Target Allocation Aggressive Growth Fund (5-Year Period)
- 5-year period out of 135 funds
Thrivent Mutual Funds Mixed-Asset Group
Best Small Fund Family - Mixed-Assets Category
- 3-year period out of 48 fund families
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Barron’s Ranking Methodology: 57 fund families qualified for the 2018 Barron’s/Lipper Fund Family Ranking. Thrivent Mutual Funds was ranked #4 of 57 for one year, #3 of 55 for five years and #16 of 49 for 10 years for the periods ending 12/31/2018.
Barron’s Methodology: To qualify for the Barron’s Fund Family Rankings, a firm must have at least three funds in Lipper's general U.S. equity category (includes single sector and country equity funds), one in world equity (which combines global and international funds), one mixed-asset fund (such as a balanced or target-date fund), two taxable bond funds and one national tax-exempt bond fund. These funds must have a minimum track record of one year. Annual management fees of the funds are included in the returns calculations, but 12b-1, fund loads or sales charges are not included. Passive index funds are excluded from the rankings. Each fund’s performance is measured against all of the other funds in its Lipper category, with a percentile ranking of 100 being the highest and one the lowest. This result is then weighted by asset size, relative to the fund family’s other assets in its general classification. If a family’s biggest funds do well, that boosts its overall ranking; poor performance in its biggest funds hurts a firm’s ranking. Finally, the score is multiplied by the weighting of its general classification, as determined by the entire Lipper universe of funds. The category weightings for the one-year results in 2018 were general equity, 34.8%; mixed asset, 21.3%; world equity, 17.1%; taxable bond, 22.4%; and tax-exempt bond, 4.4%. The category weightings for the five-year results were general equity, 35.9%; mixed asset, 19.7%; world equity, 17.3%; taxable bond, 22.5%; and tax-exempt bond, 4.5%. For the 10-year list, they were general equity, 37.1%; mixed asset, 20%; world equity, 16.7%; taxable bond, 21.2%; and tax-exempt bond, 4.9%. Source: Barron’s Best Mutual Fund Families publication dated March 8, 2019.
Lipper assigns each fund to a Lipper Classification after analyzing each fund’s holdings and prospectus objectives. Once total return data has been calculated, Lipper ranks the relative performance of all funds in each classification against their respective peer groups. All rankings are based on total return and do not reflect sales charges. Performance of other share classes may differ due to differences in fund expenses. A high ranking does not imply that a fund had positive returns for the period. The performance of some Thrivent Mutual Funds benefited in the past from expense subsidy arrangements, which have the effect of lowering fund expenses and improving performance.
Total return percentile rankings within Lipper categories, based on annualized performance as of December 31, 2018:
Mid-Cap Core Funds Category: Thrivent Mid Cap Stock Fund - Class A: 30 for the 1-year period (126 of 420); 3 for the 5-year period (8 of 299); 4 for the 10-year period (7 of 198).
Thrivent Mid Cap Stock Fund - Class S: 28 for the 1-year period (116 of 420); 3 for the 5-year period (7 of 299); 2 for the 10-year period (3 of 198).
Small-Cap Core Funds Category: Thrivent Small Cap Stock Fund – Class A: 30 for the 1-year period (284 of 967); 4 for the 5-year period (24 of 680); 70 for the 10-year period (345 of 498).
Thrivent Small Cap Stock Fund – Class S: 28 for the 1-year period (266 of 967); 2 for the 5-year period (10 of 680); 55 for the 10-year period (270 of 498).
Mixed-Asset Target Allocation Aggressive Growth Funds Category: Thrivent Aggressive Allocation Fund – Class A: 6 for the 1-year period (10 of 171); 3 for the 5-year period (3 of 139); 12 for the 10-year period (14 of 116).
Thrivent Aggressive Allocation Fund – Class S: 3 for the 1-year period (4 of 171); 1 for the 5-year period (1 of 139); 8 for the 10-year period (9 of 116).
Lipper Award Methodology:
Lipper Award Mixed-Asset Class Award Methodology: Asset Class Awards are given to the best large and best small fund families separately. Small fund family groups need to have at least three distinct portfolios in the mixed-asset class group to qualify for the award. For the 2019 Lipper Fund Awards From Refinitv (based on three-year period ending 11/30/2018), a small fund family is defined as having assets of $76.8 billion or less, excluding Money Market assets. The Mixed-Asset Class Award is given to the fund family with the lowest average decile rank of the three years' Consistent Return (Effective Return) measure of the eligible funds in the asset class. In cases of identical results, the lower average percentile rank will determine the winner.
Lipper Award Fund award methodology: The highest Lipper Leader for Consistent Return (Effective Return) value within each eligible classification determines the fund classification winner over three, five, or 10 years. Based on three-year period ending 11/30/2018.
From Refinitiv Lipper Awards, ©2019 Refinitiv. All rights reserved. Used by permission and protected by the Copyright Laws of the United States. The printing, copying, redistribution, or retransmission of this Content without express written permission is prohibited.
Sales charges are not taken into consideration for Lipper Awards. Class S shares of Thrivent Mutual Funds have no sales charges. Some Thrivent Mutual Funds may have had fee waivers in effect and if they hadn’t been in effect performance would have been lower. See the Prospectus for current waiver information.