How to buy mutual funds from Thrivent

We’re delighted you’re considering Thrivent Mutual Funds. No matter how you buy, we’re here to help you invest with confidence.

Buy online through Thrivent Funds

You can open an account and purchase funds right on our site.

Why buy online?

  • Set up an account starting with as little as $50 per month1
  • Access your online account at your convenience.
  • Purchase funds without transaction fees or sales charges.

 

Buy through a financial professional

Need more guidance? Ask your financial professional about Thrivent Mutual Funds.

Why work 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, when working with a financial professional.

 

Buy through an investment account

Our funds can be purchased through other online brokerage platforms. Search for Thrivent Mutual Funds when making your selections.

Why buy through a brokerage account?

  • Add Thrivent Mutual Funds to 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.

 

Need more help?

Call or email us.
1-800-847-4836

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Contactus@Thriventfunds.com or,
Visit our support page

 

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. $50 a month automatic investment does not apply to the Thrivent Money Market Fund or Thrivent Limited Maturity Bond Fund, which have a minimum monthly investment of $100.

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Income Plus Funds

Thrivent Opportunity Income Plus Fund (IIINX)

Growth of $10,000

(as of 07/31/2020)

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 07/31/2020)

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
2010 10,253.79
2011 10,849.54
2012 11,725.12
2013 11,608.26
2014 12,015.69
2015 11,951.96
2016 12,833.82
2017 13,490.18
2018 13,353.88
2019 14,490.01

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.

LOWERRISK HIGHERRISK
Moderately Conservative

Morningstar Fixed Income Style Box

Thrivent Opportunity Income Plus Fund appeared as a low credit quality, limited interest rate sensitivity fund on the Morningstar Style Box™ as of 4/30/2020.

The Morningstar Style Box™ reveals a fund’s investment strategy. For fixed-income funds, the vertical axis of the Fixed Income Style Boxes shows the credit quality of the bonds owned (high, medium, or low) and the horizontal axis shows interest rate sensitivity (limited, moderate, or extensive) as measured by a bond’s effective duration.

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Thrivent Opportunity Income Plus Fund appeared as a low credit quality, limited interest rate sensitivity fund on the Morningstar Style Box™ as of 4/30/2020.

The Morningstar Style Box™ reveals a fund’s investment strategy. For fixed-income funds, the vertical axis of the Fixed Income Style Boxes shows the credit quality of the bonds owned (high, medium, or low) and the horizontal axis shows interest rate sensitivity (limited, moderate, or extensive) as measured by a bond’s effective duration.

Sensitivity Quality
Interest Rate Sensitivity: Limited
Credit Quality: Low

Fund Highlights

Net Asset Value (NAV)
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. 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. 

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.

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Net Asset Value (NAV)
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. 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. 

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.

Inception Date
12/29/1997

Net Asset Value
Daily NAV Change
N/A


Year to Date Return
0.49%
1 Year Return
2.11%

(as of 07/31/2020)


Net Annual Fund Operating Expenses
0.65%
Sales Charge
None

Fund Overview

Thrivent Opportunity Income Plus Fund seeks a high level of current income, consistent with capital preservation.

This fund generates income by investing predominantly in a diversified mix of high-yielding fixed income securities. It invests primarily in higher-yielding, higher-risk, fixed-income securities to generate income, while the equity holdings are generally opportunistic investments. Investments are diversified across sectors in order to manage risk and potentially provide more stability when interest rates rise. The Fund is actively managed and invests in a combination of direct investments in stocks, bonds, and derivatives and other funds managed by the Adviser or an affiliate.

The Fund primarily invests in a broad range of debt securities. The portfolio management team actively manages the Fund with overweight and underweight positions in the various sectors based on their views of the market and economy. Fixed income securities and equity holdings are analyzed and selected on an ongoing basis. The Fund is regularly rebalanced to ensure that the holdings are within appropriate ranges. Prior to August 16, 2013, the Fund was named Thrivent Core Bond Fund. It invested primarily in investment-grade corporate bonds, government bonds, asset-backed securities, and mortgage-backed securities. On August 16, 2013, the Fund adopted its current name and investment strategy, which includes the ability to invest in a diversified mix of higher-yielding fixed-income securities.

The Fund’s value is influenced by a number of factors, including the performance of the broader market, the effectiveness of the Adviser’s allocation strategy, and risks specific to the Fund’s asset classes, investment styles, and issuers. Debt securities are subject to risks such as declining prices during periods of rising interest rates and credit risk, or the risk that an issuer not pay its debt. When interest rates fall, certain obligations will be paid off more quickly and proceeds may have to be invested in securities with lower yields. Leveraged loans, sovereign debt, and mortgage-related and other asset-backed securities are subject to additional risks. Foreign investments involve additional risks, such as currency fluctuations and political, economic and market instability, which may be magnified for investments in emerging markets. The use of derivatives such as futures involves additional risks. An ETF is subject to additional fees and expenses, tracking error, and the risks of the underlying investments that it holds. When bond inventories are low in relation to the market size, there is the potential for decreased liquidity and increased price volatility. The Fund invests in in directly-held equity and debt instruments and in other funds managed by the Adviser or an affiliate . The Fund is dependent upon the performance of the other funds and is subject to the risks and additional fees and expenses of the other funds. The Adviser's assessment of investments may prove incorrect, resulting in losses or poor performance. The Adviser is also subject to actual or potential conflicts of interest. The Fund may engage in active and frequent trading of portfolio securities, which may result in higher transaction costs and higher taxes. These and other risks are described in the prospectus.

Who Should Consider Investing?

The Fund may be suitable for investors who:

  • Seek a high level of income and are able to withstand the volatility of high yielding bonds in pursuit of high current income
  • Have a medium to long-term time horizon and a moderately conservative risk tolerance

Our seasoned team of more than 110 investment professionals brings their deep expertise to managing each fund so you can feel confident in the choices you’re making. More than 80% have at least 10 years of experience, over 50% have more than 20 years of investment experience, and over 83% have earned the Chartered Financial Analyst designation, an advanced degree, or both.

Fund Details

Performance data cited represents past performance and should not be viewed as an indication of future results. 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.