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Equity Funds

Thrivent Mid Cap Stock Fund(TMSIX)

You own shares of this fund

Class
Mutual Funds may offer different "classes" of shares. Classes indicate the type and number of fees or expenses an investor can expect to pay for shares in a fund.

Class S
These are no-load funds, meaning there are no front-end or back-end sales charges to purchase or sell shares.  Prior to Feb 1, 2016, Class S shares were named Institutional Shares.

Class A
These are front-end load funds. These mutual funds are not currently available to new shareholders. Current shareholders who have purchased Class A shares need to work with a Thrivent Financial Representative or service their mutual fund accounts on Thrivent.com. 

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Class
Mutual Funds may offer different "classes" of shares. Classes indicate the type and number of fees or expenses an investor can expect to pay for shares in a fund.

Class S
These are no-load funds, meaning there are no front-end or back-end sales charges to purchase or sell shares.  Prior to Feb 1, 2016, Class S shares were named Institutional Shares.

Class A
These are front-end load funds. These mutual funds are not currently available to new shareholders. Current shareholders who have purchased Class A shares need to work with a Thrivent Financial Representative or service their mutual fund accounts on Thrivent.com. 

Growth of $10,000

(as of 10/31/2016)

A look at this fund’s performance over the past 10 years or since the fund's inception (if less than 10 years), based on how an initial $10,000 investment would have changed over time.  Performance shown assumes the reinvest of all dividends and capital gains.  Performance of other share classes will vary from the results shown based on differences in sales charges and expenses. 

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(as of 10/31/2016)

A look at this fund’s performance over the past 10 years or since the fund's inception (if less than 10 years), based on how an initial $10,000 investment would have changed over time.  Performance shown assumes the reinvest of all dividends and capital gains.  Performance of other share classes will vary from the results shown based on differences in sales charges and expenses. 

Growth of $10,000
Year Value
2006 10,359.25
2007 10,942.41
2008 6,536.89
2009 9,153.65
2010 11,526.22
2011 10,832.65
2012 12,395.13
2013 16,817.98
2014 18,824.54
2015 18,947.89

Risk Potential

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.

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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.

Aggressive

Market Cap and Style

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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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.

Market Cap: Mid Cap
Style: Blend

Fund Highlights

Net Asset Value
The NAV is the fund’s value or price per share. The NAV is calculated by dividing the market value of all the fund’s shares (minus its liabilities) by the number of issued shares.

Daily NAV Change 
The daily NAV change is the difference between the fund’s current price per share and its price at the time of market close on the prior day.

Returns
Returns are calculated on a calendar-year and year-to-date basis. The total return includes both the fund’s increase in value and dividends. 

Net Annual Fund Operating Expenses
This is an annual fee charged to investors based on the percentage of assets used for fund expenses. These expenses may include 12b-1 fees, management costs, administrative fees, and other operating costs.  Please see the Fees & Expenses for more information.

Sales Charges 
The commission paid by an investor upon investment in a fund.

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Net Asset Value
The NAV is the fund’s value or price per share. The NAV is calculated by dividing the market value of all the fund’s shares (minus its liabilities) by the number of issued shares.

Daily NAV Change 
The daily NAV change is the difference between the fund’s current price per share and its price at the time of market close on the prior day.

Returns
Returns are calculated on a calendar-year and year-to-date basis. The total return includes both the fund’s increase in value and dividends. 

Net Annual Fund Operating Expenses
This is an annual fee charged to investors based on the percentage of assets used for fund expenses. These expenses may include 12b-1 fees, management costs, administrative fees, and other operating costs.  Please see the Fees & Expenses for more information.

Sales Charges 
The commission paid by an investor upon investment in a fund.

( as of )

Net Asset Value

Daily NAV Change
N/A

( as of 10/31/2016 )

Year to Date Return
14.56%

1 Year Return
13.36%
Net Annual Fund Operating Expenses
0.71%

Sales Charge
None

Fund Overview

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 portfolio management team seeks to add value through stock selection and active management. The fund invests in a diversified portfolio of growth and value stocks with improving or positive outlooks relative to market expectations. The process begins with idea generation and screening to identify stocks that have certain characteristics. The team uses fundamental, quantitative and technical investment research techniques to seek to identify and purchase mid-sized companies that are in industries with good economic outlooks and that have strong prospects for growth in their sales and earnings. They also seek to identify companies with high-quality management teams and strong financial positions, and monitor risk in an effort to build a well-diversified portfolio.

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.

Who Should Consider Investing?

The Fund may be suitable for investors who:
  • Seek long-term growth
  • Have a long-term investment time horizon and an aggressive risk tolerance
  • Are able to withstand a high level of risk and volatility in pursuit of potentially high long-term returns

Our seasoned team of more than 100 investment professionals brings their deep expertise to managing each fund so you can feel confident in the choices you’re making. More than 85% have at least 10 years of experience, nearly half have more than 20 years of investment experience, and 85% have earned the Chartered Financial Analyst designation, an advanced degree, or both.

Fund Details