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Award-Winning Performance,
Year After Year

Every day we strive for the best performance for our investors. The greatest reward is helping our clients manage money wisely and live generously.

The Awards

Thomson Reuters Lipper awards are one of the most prestigious awards in the investment industry. We are honored, for the third year in a row, to be awarded the Best Overall Small Fund Family out of 30 Small Fund Families reviewed. Read our feature in Investment News, including interviews with David Royal, President of Thrivent Mutual Funds, Mark Simenstad, Vice President and Chief Investment Strategist, and David Francis, Vice President and Head of Equities.

lipper award trophy - overall best small company winner - 2 years in a row

Best Overall Small Fund Family - Third year in a row

The Lipper Awards for Best Overall Small Fund Family are based on a review of 30 fund families for 2018, 32 fund families for 2017 and 27 fund families for 2016 and based on risk-adjusted performance for the three-year period ending 11/30/2017. Award for U.S. Region Only.

In addition, our Thrivent Mid Cap Stock Fund – Class S received two notable awards: the Best Mid-Cap Core Fund Award for 5-year and 10-year periods, surpassing 290 and 196 competitor funds in each category.

lipper award trophy - best mid-cap core fund - 5 and 10 year periods

Best Mid-Cap Core Fund for both 5-Year and 10-Year Periods

Thrivent Mid Cap Stock - Class S was named the best mid cap core fund of 290 funds for the 5-year period and the best mid-cap core fund of 196 for the 10-year period and based on risk-adjusted performance for the periods ending 11/30/2017. Award for U.S. Region Only.

Why Thrivent Mutual Funds?

 

CONSISTENT

  • Three-time Best Overall Small Fund Family Lipper Award Winner
  • Our funds have earned multiple Thomson Reuters Lipper Awards for consistent returns. These awards distinguish funds for consistency in risk-adjusted returns, year-to-year, when compared to similar funds.

 

ETHICAL

  • Brought to you by Thrivent Financial, a not-for-profit membership organization recognized for the seventh year in a row by Ethisphere Institute as one of the “World’s Most Ethical Companies” (2018).1

 

 

EXPERTISE

  • More than 100 investment professionals with management spanning major asset categories
  • 25 actively managed funds 

 

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Overall Group Award Methodology: Overall Group Awards are given to the best large and best small fund families separately. Small fund family groups need to have at least 3 distinct portfolios in each of the equity, bond and mixed-asset class groups to qualify for the Overall Group award. For the 2018 Thomson Reuters Lipper Fund Awards (based on three-year period ending 11/30/2017), a small fund family is defined as having assets of $75.3 billion or less. For the 2017 Thomson Reuters Lipper Fund Awards (based on three-year period ending 11/30/2016), a small fund family was defined as having assets of $63.5 billion or less. For the 2016 Award (based on three-year period ending 11/30/2015) it was defined as assets of $57.7 billion or less. Money Market assets are excluded. The Overall Group award is given to the fund family with the lowest weighted average decile ranking of its respective asset class results based on the Consistent Return (Effective Return) value of the eligible funds per asset class. In cases of identical results, the lower average percentile rank will determine the winner. Sales charges are not taken into consideration. Some Thrivent Mutual Funds may have had fee waivers in effect. If they hadn’t been in effect performance would have been lower. See ThriventFunds.com or the Prospectus for current waiver information.

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. Sales charges are not taken into consideration. Class S shares for this Fund have no sales charges.

From Thomson Reuters Lipper Awards, ©2018 Thomson Reuters. 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.

1Thrivent Financial was named one of the “World’s Most Ethical Companies” by Ethisphere Institute for our leadership in promoting ethical business standards and introducing innovative ideas to benefit the public. “World’s Most Ethical Companies” and “Ethisphere” names and marks are registered trademarks of Ethisphere LLC. For details, visit Ethisphere.com.

All data represents past performance. Past performance does not guarantee future results. The 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. See performance results current to the most recent month-end.