Tax day is April 15, 2021. Visit the Tax Resource Center to help you prepare.

How to buy mutual funds from Thrivent

We’re delighted you’re considering Thrivent Mutual Funds. No matter how you buy, we’re here to help you invest with confidence.

Buy online through Thrivent 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.

 

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Buy through a financial professional

Need more guidance? Ask your financial professional about Thrivent Mutual Funds.

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 an investment account

Our funds can be purchased through other online brokerage platforms. Search for Thrivent Mutual Funds when making your selections.

Why buy through a brokerage account?

  • Add Thrivent Mutual Funds to 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.

 

Need more help?

Call or email us.
1-800-847-4836
M-F, 8 a.m. – 6 p.m. CT
Say “ThriventFunds.com” for faster service.
Contactus@Thriventfunds.com or,
Visit our support page

 

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. $50 a month automatic investment does not apply to the Thrivent Money Market Fund or Thrivent Limited Maturity Bond Fund, which have a minimum monthly investment of $100.

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Tax Resource Center

Income received by corporate shareholders

Corporate shareholders may receive a deduction from gross income for ordinary income received from a mutual fund. Of the amount shown in Box 1a on Form 1099-DIV, the percentages shown for the following Funds are eligible for the corporate “dividend-received” deduction. 

At Thrivent Mutual Funds, we recommend you consult with a legal and/or tax professional for specific information regarding your individual situation. Thrivent Mutual Funds and their representatives cannot provide legal or tax advice.

Percentage of dividends eligible for corporate shareholders for 2020

Fund name Dividend Received Deduction %
Thrivent Aggressive Allocation Fund 100.00%
Thrivent Balanced Income Plus Fund 23.2077%
Thrivent Diversified Income Plus Fund 12.1445%
Thrivent Global Stock Fund 77.5702%
Thrivent High Yield Fund 0.5357%
Thrivent Income Fund 0.4625%
Thrivent International Allocation Fund 0.0238%
Thrivent Large Cap Value Fund 100.00%
Thrivent Low Volatility Equity Fund 68.4775%
Thrivent Mid Cap Growth Fund
 6.5974%
Thrivent Mid Cap Stock Fund 100.00%
Thrivent Mid Cap Value Fund
 100.00%
Thrivent Moderate Allocation Fund 21.1205%
Thrivent Moderately Aggressive Allocation Fund 38.6810%
Thrivent Moderately Conservative Allocation Fund 11.3135%
Thrivent Multidimensional Income Fund 22.1331%
Thrivent Opportunity Income Plus Fund 1.6699%
Thrivent Small Cap Growth Fund 100.00%
Thrivent Small Cap Stock Fund 100.00%

 

 

Looking for an IRS form or publication

The IRS's online resources can help.

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