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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 07/31/2017)

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

# Peer Funds:

153
153
129
101
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Overall Morningstar Rating

# Peer Funds:

153
3-Year

# Peer Funds:

153
5-Year

# Peer Funds:

129
10-Year

# Peer Funds:

101
Thrivent Diversified Income Plus Fund (Allocation--30% to 50% Equity)

# Peer Funds:

398
398
348
242
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Overall Morningstar Rating

# Peer Funds:

398
3-Year

# Peer Funds:

398
5-Year

# Peer Funds:

348
10-Year

# Peer Funds:

242
Thrivent Mid Cap Stock Fund (Mid-Cap Blend)

# Peer Funds:

368
368
333
222
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Overall Morningstar Rating

# Peer Funds:

368
3-Year

# Peer Funds:

368
5-Year

# Peer Funds:

333
10-Year

# Peer Funds:

222
Thrivent High Yield Fund (High Yield Bond)

# Peer Funds:

598
598
474
317
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Overall Morningstar Rating

# Peer Funds:

598
3-Year

# Peer Funds:

598
5-Year

# Peer Funds:

474
10-Year

# Peer Funds:

317
Thrivent Large Cap Stock Fund (World Large Stock)

# Peer Funds:

712
712
588
324
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Overall Morningstar Rating

# Peer Funds:

712
3-Year

# Peer Funds:

712
5-Year

# Peer Funds:

588
10-Year

# Peer Funds:

324
Thrivent Limited Maturity Bond Fund (Short-Term Bond)

# Peer Funds:

462
462
376
261
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Overall Morningstar Rating

# Peer Funds:

462
3-Year

# Peer Funds:

462
5-Year

# Peer Funds:

376
10-Year

# Peer Funds:

261
Thrivent Moderately Aggressive Allocation Fund1 (Allocation--70% to 85% Equity)

# Peer Funds:

331
331
290
208
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Overall Morningstar Rating

# Peer Funds:

331
3-Year

# Peer Funds:

331
5-Year

# Peer Funds:

290
10-Year

# Peer Funds:

208
Thrivent Moderately Conservative Allocation Fund1 (Allocation--30% to 50% Equity)

# Peer Funds:

398
398
348
242
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Overall Morningstar Rating

# Peer Funds:

398
3-Year

# Peer Funds:

398
5-Year

# Peer Funds:

348
10-Year

# Peer Funds:

242
Thrivent Municipal Bond Fund (Muni National Long)

# Peer Funds:

142
142
132
106
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Overall Morningstar Rating

# Peer Funds:

142
3-Year

# Peer Funds:

142
5-Year

# Peer Funds:

132
10-Year

# Peer Funds:

106
Thrivent Partner Worldwide Allocation Fund2 (World Allocation)

# Peer Funds:

400
400
341
N/A
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Overall Morningstar Rating

# Peer Funds:

400
3-Year

# Peer Funds:

400
5-Year

# Peer Funds:

341
10-Year

# Peer Funds:

N/A
Thrivent Small Cap Stock Fund (Small Growth)

# Peer Funds:

603
603
529
397
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Overall Morningstar Rating

# Peer Funds:

603
3-Year

# Peer Funds:

603
5-Year

# Peer Funds:

529
10-Year

# Peer Funds:

397

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, with the longer time periods receiving heavier weighting. 

• 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 sales loads and/or expense structure. 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. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods.
© 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 Growth and Income Plus, Balanced Income Plus, and Opportunity Income Plus Funds 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.