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Lipper Award Winner

Overall Fund Awards

Thomson Reuters Lipper awards are often considered one of the most prestigious awards in the investment industry. That is why we are honored, for the second year in a row, to be awarded the Best Overall Small Fund Family and for the third year in a row to be awarded Best Overall Mixed Assets Small Fund Family. To learn more, see our feature in Investment News, including interviews with David Francis, Vice President and Head of Equities, Mark Simenstad, Vice President and Head of Fixed-Income Funds, as well as David Royal, President of Thrivent Mutual Funds.

Every day we strive for the best performance for our investors. We are thankful for this recognition, but the greatest reward is helping our clients manage money wisely and live generously.

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

Best Overall Small Fund Family - Second year in a row

The Lipper Awards for Best Overall Small Fund Family are based on a review of 32 fund families for 2017 and 27 for 2016. Award for US Region Only.
lipper award trophy - best mixed assets small fund family - 3 years in a row

Best Overall Mixed Assets Small Fund Family - Third year in a row

The Lipper Awards for Best Overall Mixed Assets Small Fund Family are based on a review of 50 fund families for 2017, 43 for 2016, and 38 for 2015. Award for US Region Only.

Individual Fund Awards

In addition to the two Best Overall Small Fund Family awards, two of our individual funds were recognized. The Thrivent Mid Cap Stock Fund (S-shares) and Thrivent Large Cap Stock Fund (S-shares) won awards in both the best 3- and 5-year categories for their risk-adjusted performance.

Consider investing with an award-winning fund family! Learn more about our mutual funds or open an account for as little as $50 a month.1

lipper award trophy - best mid-cap core fund - 3 and 5 year periods

Thrivent Mid-Cap Stock Fund - Class S:

Winner of the Best Mid-Cap Core Funds 3-year and 5-year time periods

Share class count out of 346 (3-year) and 295 (5-year). Award for US region only.
lipper award trophy - best mid-cap core fund - 3 and 5 year periods

Thrivent Large-Cap Stock Fund - Class S:

Winner of the Best Global Large-Cap Core Funds 3-year and 5-year time periods

Share class count out of 54 (3-year) and 46 (5-year). Award for US region only.

Learn about our award-winning fund family

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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.

Overall Group Awards 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 2017 Thomson Reuters Lipper Fund Awards (based on three-year period ending 11/30/2016), a small fund family is defined as having assets of $63.5 billion or less. For the 2016 Award (based on three-year period ending 11/30/2015) it is 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.

Mixed Assets Class Group Awards methodology: Mixed-Asset Class 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 the mixed-asset class group to qualify for the award. For the 2017 Thomson Reuters Lipper Fund Awards (based on three-year period ending 11/30/2016), a small fund family is defined as having assets of $63.5 billion or less. For the 2016 Award (based on three-year period ending 11/30/2015) it is defined as assets of $57.7 billion or less and for the 2015 Award (based on the threeyear period ending 11/30/2014) it is assets of $52.6 billion or less. Money Market assets are excluded. The lowest average decile rank of the Consistent Return (Effective Return) value of the eligible funds per asset class will determine the Asset Class group award 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: Fund awards are based 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.

Mid Cap Risks: The Fund primarily invests in securities of mid-sized companies, which often have greater price volatility, lower trading volume, and less liquidity than larger, more established companies. 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 adviser.

Large Cap Risks: The Fund primarily invests in securities of large companies, which may be unable to respond quickly to new competitive challenges and may not be able to attain a high growth rate. 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 adviser. Foreign investments involve additional risks, including currency fluctuations, liquidity, political, economic and market instability, and different legal and accounting standards.

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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.