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Tax Resource Center

2017 Capital Gains Estimates

Below are the estimated capital gains expected to be paid by Thrivent Mutual Funds in 2017. If a Fund is not listed, there are currently no expected capital gains for the Fund. Dividends and capital gain distributions earned in qualified retirement accounts are not taxable unless paid directly to you in cash.

Please contact your tax advisor to review the impact of potential capital gains on your situation and discuss possible tax strategies. Thrivent Financial and its representatives and employees cannot provide tax or accounting advice.

For more general information about taxes, visit our Tax Resource Center and for more information about capital gains, visit our FAQs section. If you have questions about your mutual fund account, please contact our Customer Support at 800‑847‑4836.

 

2017 Capital Gain Estimates as of November 30, 2017

Thrivent Mutual Fund* Record Date Payment Date Preliminary Short-Term Capital Gain (per share) Preliminary Long-Term Capital Gain (per share) Preliminary Total (per share)

Aggressive Allocation

12/13/2017

12/14/2017

0.28

0.61

0.89

Moderately Aggressive Allocation

12/13/2017

12/14/2017

0.18

0.44

0.62

Moderate Allocation

12/13/2017

12/14/2017

0.10

0.28

0.38

Moderately Conservative Allocation

12/13/2017

12/14/2017

0.03

0.18

0.21

Growth and Income Plus*

12/13/2017

12/14/2017

-

0.07

0.07

Balanced Income Plus

12/13/2017

12/14/2017

0.02

0.14

0.16

Small Cap Stock

12/13/2017

12/14/2017

0.09

1.65

1.74

Mid Cap Stock

12/13/2017

12/14/2017

0.01

2.22

2.23

Partner Worldwide Allocation

12/13/2017

12/14/2017

0.08

0.07

0.15

Large Cap Stock**

12/13/2017

12/14/2017

0.59

1.85

2.44

Large Cap Growth

12/13/2017

12/14/2017

0.09

0.18

0.27

Large Cap Value

12/13/2017

12/14/2017

0.06

0.87

0.93

Low Volatility Equity

12/13/2017

12/14/2017

0.08

0.03

0.11

Multidimensional Income*

12/13/2017

12/14/2017

0.01

-

0.01

Income

12/13/2017

12/14/2017

-

0.03

0.03

Government Bond

12/13/2017

12/14/2017

0.04

0.03

0.07

Capital gains rounded to nearest penny.
*Growth and Income Plus, Diversified Income Plus and Multidimensional Income FYE Undistributed Capital Gains are measured as of 12/31/2017
**The use of Capital Loss Carryovers is limited to (320,623) due to limitations that were part of the merger with Natural Resources Fund.