Tax Day is April 18, 2023. Visit the Tax Resource Center to help you prepare.

How to buy mutual funds & ETFs from Thrivent

We’re delighted you’re considering our funds. No matter how you buy, we’re here to help you invest with confidence.

Buy mutual funds online through Thrivent Funds

To buy mutual 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 funds through your financial professional

Need more guidance? Interested in an ETF? Ask your financial professional about Thrivent Mutual Funds and ETFs.

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 your brokerage account

Our mutual funds & ETFs can be purchased through online brokerage platforms. Search for Thrivent Mutual Funds and ETFs when making your selections.

Why buy through 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.

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

 

Need more help?
  • For mutual funds help, call us at 800-847-4836, or email contactus@thriventfunds.com.
  • For ETFs, contact your financial professional or brokerage firm.
  • For additional help visit our support page.

 

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. Expand for more info.
  • 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.

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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1099-DIV dividends & distributions

Form 1099-DIV is a record of all taxable capital gains and dividends paid to you during a given tax year. It will not be sent for accounts with dividends under $10, but keep in mind that you may need to report them.


Who will receive it

Shareholders who earned taxable dividends and/or capital gain distributions; and shareholders who earned federal tax-exempt dividends in the Thrivent Municipal Bond Fund or Thrivent High Income Municipal Bond Fund.

The 1099-DIV will be mailed if you:

  • had dividends and capital gain distributions paid to a taxable account
  • earned tax-exempt dividends in the Thrivent Municipal Bond Fund or Thrivent High Income Municipal Bond Fund
  • had federal income tax backup withholding
  • had return of capital distributions in a mutual fund

When it will be mailed

Thrivent Mutual Funds will mail no later than 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
  • Taxable dividends and capital gains. For state income tax purposes, several states allow "pass-through" treatment of mutual fund dividends derived from U.S. government obligations. Visit the Percentage of Ordinary Dividends from Government Obligations page for more information.
  • Qualified dividends that may qualify for a lower tax rate. The qualified dividend amount reported on the form assumes the shareholder has met the 61-day holding period required for dividends to be qualified. The shareholder is responsible for determining if the holding period was met and adjusting the amount accordingly. Use your December 31 statement to Determine if your holding period has been met. Visit the IRS Form 1040 Instructions for more information. See the Qualified Dividend Income Page for more information.
  • Federal income tax withheld.
  • Federal tax-exempt dividends may be taxable at the state level. Visit our State Tax Information for Federal Tax-Exempt Dividends for more information.
  • Amount of the federal tax-exempt dividends that are subject to the Alternative Minimum Tax (AMT). The portion of tax-exempt dividends subject to the AMT calculation comes from a fund's investment in private activity municipal bonds. Earnings from these bonds are a preference item for the AMT calculation. Visit Federal Tax-Exempt Dividends for more information.
  • Return of capital distributions (Unrecaptured Section 1250 gain)
  • Foreign tax paid (historically, Thrivent Mutual Funds have not passed through foreign tax credits to shareholders.

How to use it
Complete your IRS Form 1040 and Schedules B and D, depending on your situation. Consult with your tax advisor.

1099-DIV Tax Form Information

Refer to IRS Form 1040 Instructions, Schedule B and D and IRS Publication 550 for more information.


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.