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Fund Changes and Mergers

Information on fund changes, including mergers, liquidations, and name changes, across all funds, with supplementary information in the tables below. 

Proposed Fund Changes

No changes currently proposed.


 

Historical Fund Changes

Date Fund Name and Share Class Ticker CUSIP Event New Fund Name and Share Class Ticker CUSIP
6/28/18 Thrivent Growth and Income Plus Class A TEIAX 885882175 Merged to Thrivent Moderately Aggressive Allocation Class A TMAAX 885882324
6/28/18 Thrivent Growth and Income Plus Class S TEIIX 885882167 Merged to Thrivent Moderately Aggressive Allocation Class S TMAFX 885882241
2/1/16 Institutional Share Class (Class I)     Name changed to S-Share Class (Class S)    
8/28/15 Thrivent Mid Cap Growth Class A LBMGX 885882373 Merged to Thrivent Mid Cap Stock Class A AASCX 885882688
8/28/15 Thrivent Mid Cap Growth Class I LBMIX 885882357 Merged to Thrivent Mid Cap Stock Class I (now Class S) TMSIX 885882662
8/28/15 Thrivent Natural Resources Class A TREFX 885882266 Merged to Thrivent Large Cap Stock Class A AALGX 885882860
8/28/15 Thrivent Natural Resources Class I TREIX 885882183 Merged to Thrivent Large Cap Stock Class I (now Class S) IILGX 885882845
8/28/15 Thrivent Partner Mid Cap Value Class A TPMAX 885882274 Merged to Thrivent Mid Cap Stock Class A AASCX 885882688
8/28/15 Thrivent Partner Mid Cap Value Class I TPMIX 885882191 Merged to Thrivent Mid Cap Stock Class I (now Class S) TMSIX 885882662
8/28/15 Thrivent Partner Small Cap Growth Class A TPSAX 885882282 Merged to Thrivent Small Cap Stock Class A AASMX 885882571
8/28/15 Thrivent Partner Small Cap Growth Class I TPGIX 885882217 Merged to Thrivent Small Cap Stock Class I (now Class S) TSCSX 885882555
8/28/15 Thrivent Partner Small Cap Value Class A AALVX 885882548 Merged to Thrivent Small Cap Stock Class A AASMX 885882571
8/28/15 Thrivent Partner Small Cap Value Class I TPSIX 885882522 Merged to Thrivent Small Cap Stock Class I (now Class S) TSCSX 885882555
8/16/13 Thrivent Core Bond Fund Class A AAINX 885882704 Name changed to Thrivent Opportunity Income Plus Class A AAINX 885882704
8/16/13 Thrivent Core Bond Fund Class I IIINX 885882886 Name changed to Thrivent Opportunity Income Plus Class I (now Class S) IIINX 885882886
8/16/13 Thrivent Balanced Fund Class A AABFX 885882407 Name changed to Thrivent Balanced Income Plus Class A AABFX 885882407
8/16/13 Thrivent Balanced Fund Class I IBBFX 885882605 Name changed to Thrivent Balanced Income Plus Class I (now Class S) IBBFX 885882605
8/16/13 Thrivent Equity Income Plus Fund Class A TEIAX 885882175 Name changed to Thrivent Growth and Income Plus Fund Class A TEIAX 885882175
8/16/13 Thrivent Equity Income Plus Fund Class I TEIIX 885882167 Name changed to Thrivent Growth and Income Plus Fund Class I (now Class S) TEIIX 885882167
10/10/11 Thrivent Real Estate Securities Class A TREFX 885882266 Name changed to Thrivent Natural Resources Class A TREFX 885882266
10/10/11 Thrivent Real Estate Securities Class I TREIX 885882183 Name changed to Thrivent Natural Resources Class I TREIX 885882183
9/16/11 Thrivent Partner International Stock Class A AAITX 885882761 Merged to Thrivent Partner Worldwide Allocation Class A TWAAX 885882159
9/16/11 Thrivent Partner International Stock Class I TISFX 885882746 Merged to Thrivent Partner Worldwide Allocation Class I (now Class S) TWAIX 885882142
6/12/09 Thrivent Large Cap Index Class A AALCX 885882720 Liquidated      
6/12/09 Thrivent Mid Cap Index Class A AAMIX 885882696 Liquidated      
6/12/09 Thrivent Small Cap Index Class A AALSX 885882589 Liquidated      
6/12/09 Thrivent Technology Class I THTIX 885882480 Merged to Thrivent Large Cap Growth Class I (now Class S) THLCX 885882308
6/12/09 Thrivent Technology Class A AATSX 885882514 Merged to Thrivent Large Cap Growth Class A AAAGX 885882100
2/11/09 Thrivent Balanced Income Plus Class B BBBFX 885882506 Converted to Thrivent Balanced Income Plus Class A AABFX 885882407
2/11/09 Thrivent Diversified Income Plus Class B BBHYX 885882464 Converted to Thrivent Diversified Income Plus Class A AAHYX 885882472
2/11/09 Thrivent High Yield Class B LUHBX 885882787 Converted to Thrivent High Yield Class A LBHYX 885882795
2/11/09 Thrivent Income Class B LUIBX 885882431 Converted to Thrivent Income Class A LUBIX 885882449
2/11/09 Thrivent Large Cap Growth Class B BBAGX 885882209 Converted to Thrivent Large Cap Growth Class A AAAGX 885882100
2/11/09 Thrivent Large Cap Value Class B BBEIX 885882829 Converted to Thrivent Large Cap Value Class A AAUTX 885882837
2/11/09 Thrivent Limited Maturity Bond Class B TLMBX 885882399 Converted to Thrivent Limited Maturity Bond Class A LBLAX 885882415
2/11/09 Thrivent Mid Cap Growth Class B LUGBX 885882365 Converted to Thrivent Mid Cap Growth Class A LBMGX 885882373
2/11/09 Thrivent Mid Cap Stock Class B BBSCX 885882670 Converted to Thrivent Mid Cap Stock Class A AASCX 885882688
2/11/09 Thrivent Municipal Bond Class B TMBBX 885882613 Converted to Thrivent Municipal Bond Class A AAMBX 885882621
2/11/09 Thrivent Opportunity Income Plus Class B BBFBX 885882803 Converted to Thrivent Opportunity Income Plus Class A AAINX 885882704
2/11/09 Thrivent Partner International Stock Class B BBITX 885882753 Converted to Thrivent Partner International Stock Class A AAITX 885882761
2/11/09 Thrivent Partner Small Cap Value Class B BBSVX 885882530 Converted to Thrivent Partner Small Cap Value Class A AALVX 885882548
2/11/09 Thrivent Small Cap Stock Class B BBSMX 885882563 Converted to Thrivent Small Cap Stock Class A AASMX 885882571
2/11/09 Thrivent Technology Class B BBTSX 885882498 Converted to Thrivent Technology Class A AATSX 885882514
9/22/08 Thrivent Large Cap Index Class I IILCX 885882738 Liquidated      
9/22/08 Thrivent Mid Cap Index Class I AALMX 885882712 Liquidated      

IRS form 8937 reports Thrivent Mutual Fund actions impacting the cost basis for shareholder accounts, To view IRS forms 8937 since 2012 click here.


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