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 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 2020 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.
1Thrivent was named one of the "World’s Most Ethical Companies" by Ethisphere Institute. "World’s Most Ethical Companies” and “Ethisphere” names and marks are registered trademarks of Ethisphere LLC. For details, visit Ethisphere.com
Barron's Methodology: Barron’s rankings are based on asset-weighted returns in five categories — US equity funds; world equity funds (including international and global portfolios); mixed equity funds (which invest in stocks, bonds and other securities); taxable bond funds; and tax-exempt funds — as calculated by Refinitiv Lipper. Barron’s Methodology did not include sales charges in calculating returns. Each fund’s return was measured against those of all funds in its Refinitiv Lipper category, resulting in a percentile ranking which was 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 must have had at least three funds in Refinitiv Lipper’s general equity category, one world equity category, one mixed-asset (such as balanced or target-date fund), at least two taxable-bond funds and one national tax-exempt bond fund. Beginning in 2017, previously excluded single-sector and country equity funds are factored into the rankings as general equity. The rankings exclude all passive index funds, including pure index, enhanced index and index-based, but include actively managed ETFs and so-called 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 Refinitiv Lipper universe of funds.
Source: Barron’s, “Best Fund Families for 2020,” February 19, 2021; “Best Fund Families for 2019,” February 17, 2020; “Best Fund Families for 2018,” March 8, 2019; “Best Fund Families for 2017,” March 10, 2018; “Best Fund Families for 2016,” February 13, 2017; and “Best Fund Families for 2015,” February 8, 2016.
Refinitiv Lipper Fund Awards Methodology: The Refinitiv Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers.
The Refinitiv Lipper Fund Awards are based on the Refinitiv Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Refinitiv Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the Refinitiv Lipper Fund Award. For more information, see lipperfundawards.com. Although Refinitiv Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Refinitiv Lipper.
Lipper Total Return Percentile Rankings: Based on annualized performance as of December 31, 2020 (same review period as the 2020 Barron's Best Fund Family Ranking): Thrivent Mid Cap Stock Fund-Class S: 6 for the 1-year period (18 of 340); 1 for the 5-year period (2 of 257); 2 for the 10-year period (2 of 179).