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Thrivent Mid Cap Stock Fund

Class S - Morningstar 5-Star Fund

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We're Seeing Stars

Thrivent Mid Cap Stock Fund - Class S, is a five-star fund according to Morningstar—an independent investment research firm.  A five-star rating means our fund has been performing in the top 10% of all funds in its category.  So, if a mid-cap stock fund makes sense for your portfolio, you may want to consider the five-star performance of Thrivent Mid Cap Stock Fund.

(as of 6/30/17)

Overall Morningstar RatingTM

Overall Rating: 5 Stars

368 Funds in Mid-Cap Blend

3 Year Rating: 5 Stars

368 Funds in Mid-Cap Blend

5 Year Rating: 5 Stars

328 Funds in Mid-Cap Blend

10 Year Rating: 5 Stars

220 Funds in Mid-Cap Blend

(as of 6/30/17)
A high rating does not imply positive performance results. 
Morningstar ratings show the weighted average of a fund's performance associated with its three, five, and ten year (if applicable) Morningstar Rating metrics.


Thrivent Mid Cap Stock Fund seeks long-term capital growth.

This fund looks to provide investors with consistent, competitive performance through favorable stock selection while monitoring risk. The fund typically invests in a combination of “growth” and “value” stocks. Growth stocks are companies whose earnings are expected to grow at an above-average rate relative to the market. Value stocks are companies that trade at a lower price compared to the market, as measured by valuation ratios that compare the stock’s price to the company’s earnings and growth trends. Mid-sized companies may be more established than small companies but have the opportunity to experience faster growth as they seek to become large-cap companies. However, they typically have greater risk than larger, more-seasoned companies.

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 advisor.

Fund Operating Expenses - Class S

Management and Other Fees


Distribution/12b-1 Fee


Annual Fund Operating Expenses (Gross and Net)


Distribution/12b-1 Fee
This is an annual marketing or distribution fee on a mutual fund. This is an operational expense, so it’s included in a fund's expense ratio.
Annual Fund Operating Expenses
This figure is the total percentage of a mutual fund's assets used in maintaining the fund. It doesn’t include any waiver of fees or expense reimbursements.

Avg. Annualized Returns - Class S

3 month


1 Year


3 Year


5 Year


10 Year


Average Annualized Returns
These returns, also known as trailing returns, illustrate fund performance over a specific time period, including capital appreciation as well as reinvested dividends and capital gains distributions.
All data represents past performance and assumes the reinvestment of dividends and capital gains. 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. Call 800-847-4836 or visit for performance results current to the most recent month end.
Quarter End returns listed - as of 3/31/17

Risk Potential

Mid Cap Stock Fund Risk Potential
The potential for risk within the Thrivent Mutual Funds has been categorized into five levels: Conservative, Moderately Conservative, Moderate, Moderately Aggressive, and Aggressive, ranging from lower risk potential to higher risk potential. Funds on the lower risk portion of the scale (Conservative, Moderately Conservative) are expected to have a lower degree of volatility and price fluctuations while those on the higher risk portion of the scale (Aggressive, Moderately Aggressive) are expected to have a higher degree of volatility and price fluctuations.

Market Cap and Style

Mid Cap Stock Fund Market Cap and Style
Shows a fund’s primary equity style (growth, value, or blend) and primary market capitalization (large, mid, or small). Growth stocks are companies whose earnings are expected to grow at an above-average rate relative to the market. Value stocks are companies that trade at a lower price compared to the market average, as measured by valuation ratios that compare the stock’s price to the company’s earnings and growth trends. Market capitalization is a measure of the size of the companies held in the fund, calculated by multiplying a company’s total outstanding shares by the stock price. Market cap ranges change as stock market valuations shift over time. In general, market cap ranges of approximately $1-5 billion represent small cap stocks, $5-15 billion represents mid cap stocks and greater than $15 billion represents large cap stocks.

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The Morningstar RatingTM for funds, or "star rating", is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods.

© 2017 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.  Past performance is no guarantee of future results.