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Thrivent Mutual Funds Has Star Power

Thrivent Mutual Funds that received a 4- or 5-Star Overall Morningstar RatingTM (As of 08/31/2018)

The Morningstar star rating is a rating given to mutual funds (and other managed products) by the investment research firm Morningstar. The ratings range from one to five stars, with one being the poorest and five being the best. The ratings are a snap shot of risk-adjusted performance at a point in time and should not be the only thing considered when making a fund selection.

A high rating does not imply positive performance.

Thrivent Mutual Fund Name(Morningstar Category) Overall Morningstar Rating™ 3-Year 5-Year 10-Year
Thrivent Mid Cap Stock Fund (Mid-Cap Blend)

# Peer Funds:
366
366
333
229
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Overall Morningstar Rating™

# Peer Funds:

366
3-Year

# Peer Funds:

366
5-Year

# Peer Funds:

333
10-Year

# Peer Funds:

229
Thrivent Aggressive Allocation Fund1 (Allocation--85%+ Equity)

# Peer Funds:
173
173
147
107
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Overall Morningstar Rating™

# Peer Funds:

173
3-Year

# Peer Funds:

173
5-Year

# Peer Funds:

147
10-Year

# Peer Funds:

107
Thrivent Balanced Income Plus Fund (Allocation--30% to 50% Equity)

# Peer Funds:
435
435
355
256
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Overall Morningstar Rating™

# Peer Funds:

435
3-Year

# Peer Funds:

435
5-Year

# Peer Funds:

355
10-Year

# Peer Funds:

256
Thrivent Limited Maturity Bond Fund (Short-Term Bond)

# Peer Funds:
467
467
390
260
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Overall Morningstar Rating™

# Peer Funds:

467
3-Year

# Peer Funds:

467
5-Year

# Peer Funds:

390
10-Year

# Peer Funds:

260
Thrivent Moderately Aggressive Allocation Fund1 (Allocation--70% to 85% Equity)

# Peer Funds:
323
323
279
201
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Overall Morningstar Rating™

# Peer Funds:

323
3-Year

# Peer Funds:

323
5-Year

# Peer Funds:

279
10-Year

# Peer Funds:

201
Thrivent Diversified Income Plus Fund (Allocation--30% to 50% Equity)

# Peer Funds:
435
435
355
256
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Overall Morningstar Rating™

# Peer Funds:

435
3-Year

# Peer Funds:

435
5-Year

# Peer Funds:

355
10-Year

# Peer Funds:

256
Thrivent Large Cap Stock Fund (World Large Stock)

# Peer Funds:
727
727
603
344
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Overall Morningstar Rating™

# Peer Funds:

727
3-Year

# Peer Funds:

727
5-Year

# Peer Funds:

603
10-Year

# Peer Funds:

344
Thrivent High Yield Fund (High Yield Bond)

# Peer Funds:
590
590
494
331
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Overall Morningstar Rating™

# Peer Funds:

590
3-Year

# Peer Funds:

590
5-Year

# Peer Funds:

494
10-Year

# Peer Funds:

331
Thrivent Partner Worldwide Allocation Fund2 (Foreign Large Blend)

# Peer Funds:
638
638
534
373
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Overall Morningstar Rating™

# Peer Funds:

638
3-Year

# Peer Funds:

638
5-Year

# Peer Funds:

534
10-Year

# Peer Funds:

373

About Morningstar RatingsTM

Using objective mathematical tools, Morningstar evaluates funds for up to three time periods: three, five and 10 years. It combines the ratings for each of these time periods to create an overall rating for the fund. 

• The top 10% of products in each product category receive five stars.

• The next 22.5% receive four stars.

• The next 35% receive three stars.

• The next 22.5% receive two stars.

• And the bottom 10% receive one star.

Each share class is counted as a fraction of one fund within this scale and rated separately, which may cause slight variations in the distribution percentages.

Ratings may differ among share classes of a mutual fund as a result of different expense structures, however, the ratings do not consider sales loads. See prospectus for more details.

All data represents past performance. Past performance does not guarantee future results. The 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. Call 800-847-4836 or click here to see most recent month-end performance or here to see most recent quarter end performance.
The Morningstar RatingTM for funds, or "star rating", is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. 
© 2017 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.
The Thrivent Balanced Income Plus Fund had investment strategy changes effective August 16, 2013. As a result, peer group comparisons are less relevant for these products.
1 The Adviser has contractually agreed, for as long as the current fee structure is in place, to waive certain investment advisory fees associated with the Fund. Refer to the expense table in the Fund's prospectus.
2 The Adviser has contractually agreed through at least Feb. 28, 2018 to reimburse certain expenses associated with the Fund. If they had not, performance data shown would be lower. Refer to the Expense Table in the Fund's prospectus for details.
Privacy & Security Thrivent Mutual Funds © 2018. All Rights Reserved.
Call us. We're here to help. 1-800-847-4836 Monday through Friday: 8 a.m. to 6 p.m. Central time. When calling, say "ThriventFunds.com" for faster service.
 Check the background of Thrivent Distributors, LLC on FINRA's BrokerCheck.
Investing in a mutual fund involves risks, including the possible loss of principal. The prospectus and summary prospectus contain more complete information on the investment objectives, risks, charges and expenses of the fund, and other information, which investors should read and consider carefully before investing. Prospectuses are available at ThriventFunds.com or by calling 1-800-847-4836.

This website is not intended as a source for legal, accounting or tax advice or services. Work with your attorney and/or tax professional for additional information.

The principal underwriter for the Thrivent Mutual Funds is Thrivent Distributors, LLC. No communication or content, including investment analysis tools and information about the Thrivent Mutual Funds, on this website is intended to provide investment advice or recommendations of any kind and may not be relied upon as such. The communication and content found on this website, including investment analysis tools and information about the Thrivent Mutual Funds, are not intended as a solicitation to buy or an offer to sell any security. Thrivent Distributors, LLC has undertaken no review of the individual circumstances of any investor and makes no representations with respect to the suitability of any investment for a particular investor. Any purchase, sale or redemption of the Thrivent Mutual Funds will be executed through Thrivent Financial Investor Services Inc., the transfer agent for the Thrivent Mutual Funds, and an affiliate of Thrivent Distributors, LLC. Asset management services provided by Thrivent Asset Management, LLC. Thrivent Distributors, LLC. and Thrivent Asset Management, LLC. are wholly owned subsidiaries of Thrivent Financial for Lutherans, Appleton, WI.

Thrivent Distributors, LLC is a registered broker-dealer and member of FINRA with its principal place of business at 625 Fourth Avenue South, Minneapolis, MN 55415

Thrivent Financial Investor Services, Inc. (TFISI) is the transfer agent for Thrivent Mutual Funds and maintains and services shareholder accounts.  Pages on this website that include information about shareholder accounts are supported by the transfer agent.  

No communication or content on this website is intended to provide investment advice or recommendations of any kind and may not be relied upon as such. This website is not intended as a source for legal, accounting or tax advice. Work with your attorney and/or tax professional for additional information.

Marketing and general information about Thrivent Mutual Funds on this website is provided by Thrivent Distributors, LLC, principal underwriter for the Funds.  Thrivent Distributors, LLC is a registered broker-dealer and member of FINRA with its principal place of business at 625 Fourth Avenue South, Minneapolis, MN 55415