Three ways to buy Thrivent funds

We’re here to help you invest with confidence.

MUTUAL FUNDS

Thrivent Account

You can purchase mutual funds right on our site with an online account.

Buy with a Thrivent account

  • Set up an account starting with as little as $50 per month.1
  • Access your online account at your convenience.
  • Purchase funds without transaction fees or sales charges.

MUTUAL FUNDS & ETFS

Financial Professional

For guidance when investing, ask a financial professional about buying Thrivent mutual funds & ETFs.

Buy with a financial professional

  • Receive investment help from an experienced professional.
  • Build a relationship through in-person meetings.
  • Get help planning for life’s goals such as saving and retirement.
  • Additional fees may apply.

MUTUAL FUNDS & ETFS

Brokerage Account

If you already have a brokerage account, our mutual funds & ETFs can be purchased through online brokerage platforms by searching for Thrivent Mutual Funds and ETFs.

Buy with a brokerage account

  • Add Thrivent Mutual Funds and ETFs to your investments within your existing portfolio.
  • Take advantage of your account to keep your investments in one place.
  • Additional fees may apply.
Not quite ready?

We want you to invest your money wisely and with confidence.
Here are some other options that may help you.

  • Take our quiz to determine your personal investment style.
  • Talk to your financial advisor about ETFs.
  • Sign up for our monthly investing insights newsletter.

 

Need more help?

If you need assistance, we’re here to help. Reach out to us via the phone, email, and support page information below.

 

This ETF is different from traditional ETFs. Traditional ETFs tell the public what assets they hold each day. This ETF will not. This may create additional risks for your investment. For example:

 - You may have to pay more money to trade the ETF’s shares. This ETF will provide less information to traders, who tend to charge more for trades when they have less information.

 - The price you pay to buy ETF shares on an exchange may not match the value of the ETF’s portfolio. The same is true when you sell shares. These price differences may be greater for this ETF compared to other ETFs because it provides less information to traders.

 - These additional risks may be even greater in bad or uncertain market conditions.

 - The ETF will publish on its website each day a “Proxy Portfolio” designed to help trading in shares of the ETF. While the Proxy Portfolio includes some of the ETF’s holdings, it is not the ETF’s actual portfolio.

The differences between this ETF and other ETFs may also have advantages. By keeping certain information about the ETF secret, this ETF may face less risk that other traders can predict or copy its investment strategy. This may improve the ETF’s performance. If other traders are able to copy or predict the ETF’s investment strategy, however, this may hurt the ETF’s performance. For additional information regarding the unique attributes and risks of the ETF, see the Principal Risks section of the prospectus.

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. Account minimums for other options vary.

Thrivent ETFs may be purchased through your financial professional or brokerage platforms.

Contact your financial professional or brokerage firm to understand minimum investment amounts when purchasing a Thrivent ETF.

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ROLLOVERS

Roth IRA conversion

The only constant in life is change. So you might find that your current retirement account is no longer the best option for you. 

Your options

If you find yourself in that position, consider converting your traditional IRA or employer retirement plan to a Roth IRA. You’ll pay federal income tax in the year of the conversion on any amount that hasn’t already been taxed.1

There are different implications depending on the type of account you wish to convert. It’s important to consider the benefits of each type of retirement plan, the options you have under each, and your own financial situation to make an informed choice. Check out Making sense of rollovers and transfers for more rollover basics. It may also be a good idea to check in with your tax advisor to help decide if a Roth IRA conversion is good for you.


Conversion
  • Assets convert from one type of account to another type of account (like a traditional IRA or employer retirement plan) to a Roth IRA.
  • Part or all of the distribution may be subject to income tax.
  • The 10% early withdrawal penalty does not apply to the amount converted.
  • Must satisfy any required minimum distribution, prior to conversion.

Keep in mind
  • If you use assets from the account you are converting to pay the taxes on the conversion, that amount may be subject to taxes and the early withdrawal penalty if you are under age 59½.
  • If you choose to have the funds distributed directly to you and want to put them into your Roth IRA as a conversion, you must deposit them into the Roth IRA within 60 days of the date of the distribution. This would not count as a rollover for purposes of the one rollover per year rule.
  • Roth IRA conversions are subject to a separate 5-year tracking period for purposes of determining if a distribution of the converted amount is subject to the 10% early withdrawal penalty.

1State income taxes on Roth IRA conversions vary. Check with your tax advisor.