For half a century, Thrivent Mutual Funds has helped investors reach their long-term goals. Along the way, our diligence and thoughtful investment approach have been recognized by leading third-party experts and benchmarks. We’re proud of what our funds and our company have accomplished and continue to strive to win your respect through the pursuit of consistent, positive performance.
Thrivent has been recognized by Ethisphere for 13 years in a row. In 2024, 136 honorees were recognized, spanning 20 countries and 44 industries. Thrivent was one of only six honorees in the financial services industry.1
Thrivent Mutual Funds was ranked among Barron’s Best Fund Families of 2023 with a ranking of ninth out of 49 fund families based on one-year returns on an asset-weighted basis. In the five-year ranking list, Thrivent placed 18th out of 47 fund families and in the 10-year ranking list, Thrivent appeared 15th out of 46 fund families. Ratings are based on performance for the 1-, 5- and 10-year periods, ending December 31, 2023.
Read Barron’s Best Fund Families 2023 (PDF) to learn more.
Thrivent strives to deliver best-in-class service to our clients, which is why we’re thrilled to announce our recent recognition as a winner of the DALBAR 2023 Mutual Fund Service Award. Thrivent was one of seven firms awarded for delivering quality telephone service to mutual fund shareholders.
Past performance is not necessarily indicative of future results.
1 Thrivent was named as one of the “World’s Most Ethical Companies” by Ethisphere. “World’s Most Ethical Companies” and “Ethisphere” names and marks are registered trademarks of Ethisphere LLC. For details, visit worldsmostethicalcompanies.com.
Barron’s rankings are based on asset-weighted returns in five categories - general equity funds; world equity funds; mixed asset funds; taxable bond funds; and tax-exempt bond funds as calculated by LSEG Lipper. Barron’s methodology did not include sales charges in calculating returns. Each fund’s performance is measured against all of the other funds in its LSEG 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.
To be included in the ranking, a firm must have at least three funds in the general equity category, one world equity, one mixed equity (such as a balanced or target-date fund), two taxable bond funds, and one national tax-exempt bond fund.
Single-sector and country equity funds are factored into the rankings as general equity. We exclude all passive index funds, including pure index, enhanced index, and index-based, but include actively managed ETFs and smart-beta ETFs, which are passively managed but created from active strategies.
Finally, the score is multiplied by the weighting of its general classification, as determined by the entire LSEG Lipper universe of funds.