• Individual Investor
  • Individual Investor

Three ways to invest in Thrivent funds

We’re here to help you invest with confidence.

MUTUAL FUNDS

Thrivent Account

You can purchase mutual funds right on our site with an online account.

Get started

Invest with a Thrivent account

  • Set up an account starting with as little as $50 per month.1
  • Access your online account at your convenience.
  • Purchase funds without transaction fees or sales charges.

MUTUAL FUNDS & ETFS

Financial Professional

For guidance when investing, ask a financial professional about investing in Thrivent mutual funds & ETFs.

Contact a Thrivent advisor

Invest 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.

MUTUAL FUNDS & ETFS

Brokerage Account

If you already have a brokerage account, our mutual funds & ETFs can be purchased through online brokerage platforms by searching for Thrivent Mutual Funds and ETFs.

Invest with a brokerage account

  • Add Thrivent Mutual Funds and ETFs to your 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.

  • Take our quiz to determine your personal investment style.
  • Talk to your financial advisor about ETFs.
  • Sign up for our monthly investing insights newsletter.

 

Need more help?

If you need assistance, we’re here to help. Reach out to us via the phone, email, and support page information below.

 

This ETF is different from traditional ETFs. Traditional ETFs tell the public what assets they hold each day. This ETF will not. This may create additional risks for your investment. For example:

 - You may have to pay more money to trade the ETF’s shares. This ETF will provide less information to traders, who tend to charge more for trades when they have less information.

 - The price you pay to buy ETF shares on an exchange may not match the value of the ETF’s portfolio. The same is true when you sell shares. These price differences may be greater for this ETF compared to other ETFs because it provides less information to traders.

 - These additional risks may be even greater in bad or uncertain market conditions.

 - The ETF will publish on its website each day a “Proxy Portfolio” designed to help trading in shares of the ETF. While the Proxy Portfolio includes some of the ETF’s holdings, it is not the ETF’s actual portfolio.

The differences between this ETF and other ETFs may also have advantages. By keeping certain information about the ETF secret, this ETF may face less risk that other traders can predict or copy its investment strategy. This may improve the ETF’s performance. If other traders are able to copy or predict the ETF’s investment strategy, however, this may hurt the ETF’s performance. For additional information regarding the unique attributes and risks of the ETF, see the Principal Risks section of the prospectus.

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. Account minimums for other options vary.

Thrivent ETFs may be purchased through your financial professional or brokerage platforms.

Contact your financial professional or brokerage firm to understand minimum investment amounts when purchasing a Thrivent ETF.

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TAX RESOURCE CENTER

1099-B nonqualified distributions

Form 1099-B reports the sale of mutual fund shares and related cost basis information. In most cases, you are required to use the information on this form to determine your gain or loss on the sale of your mutual fund shares. Please note that Thrivent Mutual Funds does not report average cost basis information for non-covered shares to the IRS.

Who will receive it

Shareholders who sold, exchanged or redeemed shares in a nonretirement account.

When it will be mailed

Thrivent Mutual Funds target mail date is January 31 and mid-to-late February for Thrivent mutual funds that invest in REITs (real estate investment trusts): Thrivent Diversified Income Plus Fund and Thrivent Multidimensional Income Fund.

What information is included

Redemption transaction information including systematic withdrawals and exchanges; redemption trade date and redemption amount; federal income tax withheld and cost basis information.

Cost Basis Method and Gain/(Loss)

The Cost Basis Method and Gain/(Loss) columns on Form 1099-B are not reported to the IRS and are included for your information only. The Cost Basis Method column indicates the method used to calculate cost basis. The Gain/(Loss) column contains the gain or loss amount for the any wash sales or sales load basis deferral adjustments occurring within the same account. There may be other adjustments that you will need to make to the cost basis for activity between different accounts. See your tax advisor for more information.

How to use it

Calculate capital gains or losses on IRS Form 8949 and Schedule D.

1099-B Tax form information

Refer to IRS Form 8949 Instructions, IRS Publication 551 and IRS Publication 550 for more information.

Visit this page for more information on the tax impacts of the fund liquidation of the Thrivent Church Loan and Income Fund.

The information provided is not intended as a source for tax, legal or accounting advice. Please consult with a legal and/or tax professional for specific information regarding your individual situation.