Skip to main content

Looking to Learn More? Sign up for our Investing Insights newsletter. Subscribe

Thanks for Signing Up!

Be sure to check your inbox for the Investing Insights newsletter to get the latest news and insights from Thrivent Mutual Funds.

Well that's unexpected - your subscription request was not submitted. Please try again.

Great news - you're on the list!

Looks like you're already on our mailing list. Be sure to check your inbox for the Investing Insights newsletter to get the latest news and insights from Thrivent Mutual Funds.

In The News

2016 Thomson Reuters Lipper Fund Award Winner

2016 Thomson Reuters Lipper Fund Award Winner

Thrivent Mutual Funds has received the prestigious 2016 Thomson Reuters Lipper Fund Awards for Best Overall – Small Fund Family and Best Mixed-Assets – Small Fund Family.

Best Overall – Small Fund Family

Thrivent Mutual Funds was selected the Best Overall – Small Fund Family for its strong three-year risk-adjusted performance (period ending Nov. 30, 2015) out of 27 Fund Families included in the Overall Small Fund Family group ($57.7 billion or less in assets). Learn more about the 21 funds offered by Thrivent Mutual Funds.

Best Mixed-Assets – Small Fund Family

Thrivent Mutual Funds is honored to also be selected the Best Mixed-Assets – Small Fund Family based on its strong three-year risk-adjusted performance (period ending Nov. 30, 2015) out of 43 Fund Families included in the Mixed-Assets Small Fund Family asset class group. This is the 2nd year in a row Thrivent Mutual Funds has received this award.

The Thrivent Asset Allocation and Income Plus Funds offer a range of flexible investing solutions to help investors meet their long-term financial goals, whether they seek to grow their assets, generate income, or a combination of both strategies. Learn more about the funds included in this award category:

Active Management & Flexible Investing Options  

Thrivent mutual funds are actively managed by more than 100 investment professionals. “We’re honored to receive these awards. We believe it highlights the value of active management, by our experienced investment professionals, in providing competitive returns, particularly in a market that had delivered mixed results,” said David Royal, president of Thrivent Mutual Funds. 

Thrivent Mutual Funds helps investors prepare for a more secure financial future. We do this in a variety of ways, from the experience of our fund managers to providing convenient, flexible options to make investing easier. 

Thrivent Mutual Funds has been offering mutual funds since 1970. Today there are 21 solution-based mutual funds with over $14 billion in assets (as of 12/31/2015). The investment advisor for the Funds is Thrivent Asset Management, LLC, comprised of over 100 seasoned investment professionals focused on a broad range of investment strategies designed for all risk tolerances.

Lipper is widely recognized as an industry leader in mutual fund benchmarking and analysis. Lipper awards have been presented to funds and fund management companies for more than three decades, in 20 countries worldwide.

Well that's unexpected - your subscription request was not submitted. Please try again.

Gain From Our Perspective

Get Our Investing Insights Newsletter in Your Inbox.

SUBSCRIBE NOW

Gain From Our Perspective

Get Our Investing Insights Newsletter in Your Inbox.

SUBSCRIBE

Thanks for Signing Up!

Be sure to check your inbox for the Investing Insights newsletter to get the latest news and insights from Thrivent Mutual Funds.

Great news - you're on the list!

Looks like you're already on our mailing list. Be sure to check your inbox for the Investing Insights newsletter to get the latest news and insights from Thrivent Mutual Funds.

Learn more about our investment approach.

ABOUT US

Past performance is not indicative of future results. Investing in a mutual fund involves risks, including the possible loss of principal. The prospectus contains more complete information on the investment objectives, risks, charges and expenses of the fund, which investors should read and consider carefully before investing. Updated performance information and prospectuses are available 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.

*Award for US region only.

For the 2016 Thomson Reuters Lipper Fund Awards (based on period ended 11/30/2015), a small fund family is defined as having assets of $57.7 billion or less. The 2015 definition (based on period ending 11/30/2014) was $52.6 billion or less. Money Market assets are excluded. For 2016, 27 Fund Families were included in the Overall Small Fund Family group and 43 Fund Families were included in the Mixed-Assets Small Fund Family asset class group. For 2015, 38 Fund Families were included in the Mixed-Assets Small Fund Family asset class group. This recognition only indicates performance for the three-year time period.

Thomson Reuters Lipper methodology: Asset Class Group Awards and 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 1 of the asset classes (equity, bond, or mixed-asset) to qualify for an Asset Class Group award; they must have at least 3 equity, 3 bond and 3 mixed-asset funds to qualify for an Overall Group award.

The lowest average decile rank of the 3 years’ Consistent Return measure of the eligible funds per asset class and group will determine the Asset Class Group award winner over the 3-year period. An Overall Group award will be given to the group with the lowest weighted average decile ranking of its respective asset class results based on the methodology described above. In cases of identical results the lower average percentile rank will determine the winner. Front-end sales charges are not taken into consideration. 

The Consistent Return measure takes into account both short- and long-term risk-adjusted performance relative to fund classification. The measure is based on the Effective Return computation. Effective Return is a risk-adjusted return measure that looks back over a variety of holding periods (measured in days, weeks, months, and/or years). Lipper ratings for Consistent Return reflect funds’ historical risk-adjusted returns, relative to peers.

© 2016 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.

Asset Allocation Fund Risks: The Fund invests in other Thrivent Mutual Funds and in directly-held equity and debt instruments. The Fund is subject to its own fees and expenses and the expenses of the other funds in which it invests, and is subject to all of the risks of the other funds in which it invests. The value of the Fund is influenced by factors impacting the overall market, certain asset classes, certain investment styles, and specific issuers. The Fund may incur losses due to incorrect assessments of investments by its investment advisor. Foreign investments involve additional risks, including currency fluctuations, liquidity, political, economic and market instability, and different legal and accounting standards. Bond prices generally fall as interest rates rise. Credit risk is the risk that an issuer of a debt security may not pay its debt, and high yield securities are subject to increased credit risk as well as liquidity risk. The use of derivatives (such as futures and swaps) involves additional risks and transaction costs, which could leave the Fund in a worse position than if it had not used these instruments.

Income Plus Fund Risks: The value of the Fund is influenced by factors impacting the overall market, certain asset classes, certain investment styles, and specific issuers. The Fund may incur losses due to incorrect assessments of investments by its investment advisor. Bond prices generally fall as interest rates rise. Credit risk is the risk that an issuer of a debt security may not pay its debt, and high yield securities are subject to increased credit risk as well as liquidity risk. Leveraged loans, REITS, preferred securities, sovereign debt, and mortgage-related and other asset-backed securities are subject to additional risks. Foreign investments involve additional risks, including currency fluctuations, liquidity, political, economic and market instability, and different legal and accounting standards; these risks are magnified for investments in emerging markets. An ETF is subject to additional fees and expenses, tracking error, and the risks of the underlying investments that it holds. The use of derivatives (such as futures and swaps) involves additional risks and transaction costs, which could leave the Fund in a worse position than if it had not used these instruments.