Thrivent Small Cap Stock Fund(TSCSX)
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 February 1, 2016, Class S shares were named Institutional Shares.
Class A
These are front-end load funds, and they are not available for purchase on ThriventFunds.com. You may be eligible to purchase these shares if you work with a financial representative. If you work with a financial representative and already own Class A shares, please contact your financial representative.
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 February 1, 2016, Class S shares were named Institutional Shares.
Class A
These are front-end load funds, and they are not available for purchase on ThriventFunds.com. You may be eligible to purchase these shares if you work with a financial representative. If you work with a financial representative and already own Class A shares, please contact your financial representative.
Growth of $10,000
(as of 05/31/2017)
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.
(as of 05/31/2017)
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.
| Year | Value |
|---|---|
| 2007 | 9,664.19 |
| 2008 | 6,020.42 |
| 2009 | 7,247.44 |
| 2010 | 9,099.44 |
| 2011 | 8,623.54 |
| 2012 | 9,449.2 |
| 2013 | 12,857.66 |
| 2014 | 13,470.89 |
| 2015 | 13,119.89 |
| 2016 | 16,490.02 |
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.
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
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 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.
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 figure represents the total percentage of a mutual fund’s assets used to maintain the fund, including operating expenses and management fees. It’s calculated by dividing the fund’s annual net operating expenses by the average dollar value of its assets, and includes the impact of any fee waivers or expense reimbursements that may have been in effect during the time period.
Sales Charges
The commission paid by an investor upon investment in a fund.
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 figure represents the total percentage of a mutual fund’s assets used to maintain the fund, including operating expenses and management fees. It’s calculated by dividing the fund’s annual net operating expenses by the average dollar value of its assets, and includes the impact of any fee waivers or expense reimbursements that may have been in effect during the time period.
Sales Charges
The commission paid by an investor upon investment in a fund.
( as of )
( as of 05/31/2017 )
Fund Overview
Thrivent Small Cap Stock Fund seeks long-term capital growth.
The fund looks to provide investors with competitive performance through favorable stock selection while monitoring risk. The fund typically invests in a combination of both small-capitalization “growth” stocks 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 average, as measured by valuation ratios that compare the stock’s price to the company’s earnings and growth trends. Small companies may have the opportunity to grow more rapidly than larger companies as they potentially emerge from a small to a medium-sized company. However, they typically do not pay significant dividends to shareholders and instead reinvest earnings back into the company. Smaller companies have greater volatility (or more risk) because they are often less-seasoned, have narrower product lines, less liquidity, smaller revenues and fewer resources than larger companies.
The portfolio management team seeks to add value through stock selection and active management, and monitors risk in an effort to build a well-diversified portfolio. The team uses fundamental, quantitative and technical investment research techniques to identify and purchase small, financially-sound companies that appear to have strong, long-term growth prospects and capable management teams.
The Fund primarily invests in securities of small companies. Smaller, less seasoned companies 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 adviser.
Who Should Consider Investing?
- 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
Fund Management
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.
Check the background of Thrivent Distributors, LLC on