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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Gene Walden
Senior Finance Editor

INVESTING ESSENTIALS

Donor-advised funds combine charitable giving and investing

07/26/2022
By Gene Walden, Senior Finance Editor | 07/26/2022

Are you driven to put some of your assets to work to help others or support a charitable cause?

Through a vehicle known as a donor-advised fund, you can use your assets to do good. Allocate your charitable contributions to a donor-advised fund where they are invested to grow, and then direct them to charities of your choosing and a time of your choosing. You may receive a tax benefit for your donations, based on when and how you give.

Flexibility is one of the key benefits of donor-advised funds. You don’t have to decide immediately which charities you want to support. You can donate your money this year—and potentially receive a tax benefit for your donation—then decide later which IRS-qualified charity or charities should receive your donations.

In the meantime, the assets in your donor-advised fund are invested in managed investment portfolios options offered by the sponsoring organization.

For example, Thrivent Charitable Impact & Investing® (Thrivent Charitable) offers four fund choices: Income Portfolio, which is 100% invested in fixed income investments, the Core Growth Portfolio or Mission Growth Portfolio, which are both invested in approximately 85% equities and 15% fixed income investments, and the WomenInvest Portfolio, that is approximately 75% equities and 25% fixed income. In most cases, you can choose to allocate your assets among one or all four portfolios.

Here are some of the other key options that are typically available through donor-advised funds:

Give now. You can invest your donations in a donor-advised fund anytime with cash, stock or real estate, and decide later the charities you want to support. For gifts of long-term appreciated securities or real estate, you may be able to bypass capital gains taxes on the appreciated value.

Give later. You can arrange to donate life insurance, bequests or beneficiary proceeds upon your death into a donor-advised fund, and then an organization like Thrivent Charitable, distributes those funds according to your wishes. This streamlines your donations, making it easier for your heirs.

Choose your charities. You can support any IRS-qualified charity and even request a specific grant purpose. You can also create a scholarship or simply name an area of charitable interest you want to support.

Build your legacy. You have the opportunity to name successor advisors, such as family or friends, to get involved in giving decisions and continue your legacy. 

Stay informed. Monitor your donor-advised fund activity through statements and online access.

Thrivent Mutual Funds is proud to collaborate with Thrivent Charitable to help people take action on their faith, values, and life experiences by giving.* Through Thrivent Charitable, thousands of donors have given more than $1.5 billion in gifts to over 12,000 charities. Individuals who create a donor-advised fund through Thrivent Charitable may choose from a broad range of giving options. Certain portfolios include investment in Thrivent Mutual Funds.

Learn more about Donor-Advised Funds at Thrivent Charitable.


*Disclaimer: Thrivent Charitable Impact & Investing® is a public charity that serves individuals, organizations and the community through charitable planning, donor-advised funds and endowments. Thrivent Charitable Impact & Investing works collaboratively with Thrivent and its financial advisors. It is a separate legal entity from Thrivent, the marketing name for Thrivent Financial for Lutherans.

Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about Thrivent’s financial advisors.

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