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In The News

Barron’s Ranks Thrivent Mutual Funds a Top 3 Fund Family for 2015

Barron’s/Lipper Top 3 Fund Family for 2015

After strong performance in 2015, Barron’s has ranked Thrivent Mutual Funds a Top 3 mutual fund family in the 2015 Barron’s/Lipper Best Fund Family rankings.

In Barron’s annual Best Mutual Fund Families Survey (based on 2015 performance), Thrivent Mutual Funds was ranked:

  • 3rd in Best Mutual Fund Family category  
  • 4th in the World Equity category 

Barron’s is a respected financial industry publication and presents mutual fund family rankings annually.

“We are honored that our 2015 fund performance has been recognized by Barron’s and we look forward to continuing to help investors prepare for a more secure financial future,” said David Royal, president of Thrivent Mutual Funds. 

Experience & Performance: A Winning Combination

This recognition demonstrates the value of our more than 100 investment professionals who actively manage our mutual funds.

“Our investment teams apply their experience, expertise and dedication every day,” said Mr. Royal. “Our vision is to be a resource that investors turn to as they look for tools to help them be wise with money and live generously.” 

Thrivent Mutual Funds has been offering mutual funds since 1970. Today there are 21 mutual funds with over $14 billion in assets (as of 12/31/2015). Thrivent Asset Management, LLC provides asset management for Thrivent Mutual Funds. 

Read the article announcing Barron's 2015 Top Mutual Fund Families.

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ABOUT US

67 fund families qualified for the 2015 Barron’s/Lipper Fund Family Ranking. Thrivent Mutual Funds was ranked #3 of 67 for 1 year, #36 of 58 for 5 years, and #45 of 52 for 10 years for the periods ending 12/31/15. In the U.S. World Equity categories Thrivent Mutual Funds was ranked #4 of 67 for 1-year, #27 of 58 for 5-years and #51 of 52 for 10-year periods ending 12/31/15.

The performance data shown represents past performance, which is not a guarantee of future results. Investment returns and principal value will fluctuate, so investors' shares, when sold, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data cited. For performance data current to the most recent month-end, visit our website at ThriventFunds.com.

Some Thrivent Mutual Funds had fee waivers in effect for 2015. If these waivers had not been in effect, performance would have been lower for these funds. See ThriventFunds.com or the Prospectus for current waiver information.

Methodology: To qualify for the Barron’s/Lipper Fund Family Rankings, a firm must have at least three funds in Lipper’s general U.S. stock category, one in world equity, which combines global and international funds, one mixed-asset fund, which holds stocks and bonds, two taxable-bond funds and one-tax-exempt offering. These funds must have a minimum track record of one year. Fund’s returns don’t include 12b-1 fees, fund loads, or sales charges. Each fund’s performance is measured against funds in its Lipper category which leads to a percentile ranking (100 is the highest). Then relative to funds within its fund family it is weighted by asset size in its general classification. Single-sector, country and state funds are not factored into the score, nor are the Standard & Poor’s 500 index funds. 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: general equity, 39.4%; world equity, 17.5%; mixed asset, 17.9%; taxable bond, 21.6%; and tax-exempt bond, 3.6%. The category weightings for the five-year results: general equity, 40.1%; world equity, 17.4%; mixed asset, 17.7%; taxable bond, 21%; and tax-exempt bond, 3.8%. The category weightings for the 10-year results: general equity, 45.1%; world equity, 15.9%; mixed asset, 16%; taxable bond, 18.8%; and tax-exempt bond, 4.2%.

Barron’s Best Fund Families publication dated Feb 8, 2016. Barron’s is a trademark of Dow Jones & Co., L.P. All rights reserved. Reprinted with permission.