Tax Day is April 15, 2024. Visit the Tax Resource Center to help you prepare.

Three ways to buy 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.

Buy 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 buying Thrivent mutual funds & ETFs.

Buy 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.

Buy 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

Percentage of ordinary mutual fund dividends from U.S. government obligations

For state income tax purposes, several states allow “pass-through” treatment of mutual fund dividends derived from interest on U.S. government obligations. To calculate the number of dividends qualifying for pass-through treatment, multiply the amount in Box 1a of your Form 1099-DIV by the percentages that apply to your state.

The types of government securities that qualify for such treatment vary by state. Please consult with a tax professional to determine which, if any, of the obligations listed in the following table may be exempt from your state income tax.

We recommend for you to 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.

Dividends from U.S. government obligations for 2023
Thrivent Aggressive Allocation Fund
Type of government obligation Percentage
Type of government obligation Percentage
U.S. Treasury Bonds 3.96%
U.S. Government Agencies Total 8.54%
Federal Agricultural Mortgage Corporation 0.15%
Federal Deposit Insurance Corporation 0.00%
Federal Farm Credit Bank 0.58%
Federal Home Loan Bank 5.12%
Federal Home Loan Mortgage Corporation 0.64%
Federal National Mortgage Association 1.73%
Government National Mortgage Association 0.00%
Housing and Urban Development 0.00%
Overseas Private Investment Corporation 0.00%
Resolution Funding Corporation 0.00%
Student Loan Marketing Association 0.00%
Small Business Administration 0.00%
Small Business Investment Companies 0.00%
Tennessee Valley Authority 0.00%
U.S. International Development Finance Corporation 0.32%
Thrivent Balanced Income Plus Fund
Type of government obligation Percentage
Type of government obligation Percentage
U.S. Treasury Bonds 2.91%
U.S. Government Agencies Total 13.23%
Federal Agricultural Mortgage Corporation 0.04%
Federal Deposit Insurance Corporation 0.00%
Federal Farm Credit Bank 0.17%
Federal Home Loan Bank 1.36%
Federal Home Loan Mortgage Corporation 2.65%
Federal National Mortgage Association 8.91%
Government National Mortgage Association 0.00%
Housing and Urban Development 0.00%
Overseas Private Investment Corporation 0.00%
Resolution Funding Corporation 0.00%
Student Loan Marketing Association 0.01%
Small Business Administration 0.00%
Small Business Investment Companies 0.00%
Tennessee Valley Authority 0.00%
U.S. International Development Finance Corporation 0.09%
Thrivent Diversified Income Plus Fund
Type of government obligation Percentage
Type of government obligation Percentage
U.S. Treasury Bonds 3.23%
U.S. Government Agencies Total 17.14%
Federal Agricultural Mortgage Corporation 0.03%
Federal Deposit Insurance Corporation 0.00%
Federal Farm Credit Bank 0.10%
Federal Home Loan Bank 0.84%
Federal Home Loan Mortgage Corporation 3.91%
Federal National Mortgage Association 12.16%
Government National Mortgage Association 0.02%
Housing and Urban Development 0.00%
Overseas Private Investment Corporation 0.00%
Resolution Funding Corporation 0.00%
Student Loan Marketing Association 0.02%
Small Business Administration 0.00%
Small Business Investment Companies 0.00%
Tennessee Valley Authority 0.00%
U.S. International Development Finance Corporation 0.06%
Thrivent Global Stock Fund
Type of government obligation Percentage
Type of government obligation Percentage
U.S. Treasury Bonds 8.62%
U.S. Government Agencies Total 23.55%
Federal Agricultural Mortgage Corporation 0.00%
Federal Deposit Insurance Corporation 0.00%
Federal Farm Credit Bank 0.02%
Federal Home Loan Bank 22.98%
Federal Home Loan Mortgage Corporation 0.18%
Federal National Mortgage Association 0.37%
Government National Mortgage Association 0.00%
Housing and Urban Development 0.00%
Overseas Private Investment Corporation 0.00%
Resolution Funding Corporation 0.00%
Student Loan Marketing Association 0.00%
Small Business Administration 0.00%
Small Business Investment Companies 0.00%
Tennessee Valley Authority 0.00%
U.S. International Development Finance Corporation 0.00%
Thrivent Government Bond Fund
Type of government obligation Percentage
Type of government obligation Percentage
U.S. Treasury Bonds 28.42%
U.S. Government Agencies Total 43.91%
Federal Agricultural Mortgage Corporation 1.22%
Federal Deposit Insurance Corporation 0.00%
Federal Farm Credit Bank 1.69%
Federal Home Loan Bank 2.63%
Federal Home Loan Mortgage Corporation 13.96%
Federal National Mortgage Association 23.48%
Government National Mortgage Association 0.00%
Housing and Urban Development 0.00%
Overseas Private Investment Corporation 0.00%
Resolution Funding Corporation 0.00%
Student Loan Marketing Association 0.18%
Small Business Administration 0.00%
Small Business Investment Companies 0.02%
Tennessee Valley Authority 0.58%
U.S. International Development Finance Corporation 0.15%
Thrivent Income Fund
Type of government obligation Percentage
Type of government obligation Percentage
U.S. Treasury Bonds 3.76%
U.S. Government Agencies Total 1.33%
Federal Agricultural Mortgage Corporation 0.02%
Federal Deposit Insurance Corporation 0.00%
Federal Farm Credit Bank 0.06%
Federal Home Loan Bank 0.39%
Federal Home Loan Mortgage Corporation 0.83%
Federal National Mortgage Association 0.00%
Government National Mortgage Association 0.00%
Housing and Urban Development 0.00%
Overseas Private Investment Corporation 0.00%
Resolution Funding Corporation 0.00%
Student Loan Marketing Association 0.00%
Small Business Administration 0.00%
Small Business Investment Companies 0.00%
Tennessee Valley Authority 0.00%
U.S. International Development Finance Corporation 0.03%
Thrivent International Allocation Fund
Type of government obligation Percentage
Type of government obligation Percentage
U.S. Treasury Bonds 0.16%
U.S. Government Agencies Total 1.10%
Federal Agricultural Mortgage Corporation 0.03%
Federal Deposit Insurance Corporation 0.00%
Federal Farm Credit Bank 0.11%
Federal Home Loan Bank 0.87%
Federal Home Loan Mortgage Corporation 0.00%
Federal National Mortgage Association 0.03%
Government National Mortgage Association 0.00%
Housing and Urban Development 0.00%
Overseas Private Investment Corporation 0.00%
Resolution Funding Corporation 0.00%
Student Loan Marketing Association 0.00%
Small Business Administration 0.00%
Small Business Investment Companies 0.00%
Tennessee Valley Authority 0.00%
U.S. International Development Finance Corporation 0.06%
Thrivent Large Cap Growth Fund
Type of government obligation Percentage
Type of government obligation Percentage
U.S. Treasury Bonds 0.29%
U.S. Government Agencies Total 1.12%
Federal Agricultural Mortgage Corporation 0.05%
Federal Deposit Insurance Corporation 0.00%
Federal Farm Credit Bank 0.20%
Federal Home Loan Bank 0.76%
Federal Home Loan Mortgage Corporation 0.00%
Federal National Mortgage Association 0.00%
Government National Mortgage Association 0.00%
Housing and Urban Development 0.00%
Overseas Private Investment Corporation 0.00%
Resolution Funding Corporation 0.00%
Student Loan Marketing Association 0.00%
Small Business Administration 0.00%
Small Business Investment Companies 0.00%
Tennessee Valley Authority 0.00%
U.S. International Development Finance Corporation 0.11%
Thrivent Limited Maturity Bond Fund
Type of government obligation Percentage
Type of government obligation Percentage
U.S. Treasury Bonds 8.87%
U.S. Government Agencies Total 2.34%
Federal Agricultural Mortgage Corporation 0.02%
Federal Deposit Insurance Corporation 0.00%
Federal Farm Credit Bank 0.00%
Federal Home Loan Bank 1.92%
Federal Home Loan Mortgage Corporation 0.05%
Federal National Mortgage Association 0.35%
Government National Mortgage Association 0.00%
Housing and Urban Development 0.00%
Overseas Private Investment Corporation 0.00%
Resolution Funding Corporation 0.00%
Student Loan Marketing Association 0.00%
Small Business Administration 0.00%
Small Business Investment Companies 0.00%
Tennessee Valley Authority 0.00%
U.S. International Development Finance Corporation 0.00%
Thrivent Mid Cap Growth Fund
Type of government obligation Percentage
Type of government obligation Percentage
U.S. Treasury Bonds 0.33%
U.S. Government Agencies Total 1.29%
Federal Agricultural Mortgage Corporation 0.06%
Federal Deposit Insurance Corporation 0.00%
Federal Farm Credit Bank 0.23%
Federal Home Loan Bank 0.87%
Federal Home Loan Mortgage Corporation 0.00%
Federal National Mortgage Association 0.00%
Government National Mortgage Association 0.00%
Housing and Urban Development 0.00%
Overseas Private Investment Corporation 0.00%
Resolution Funding Corporation 0.00%
Student Loan Marketing Association 0.00%
Small Business Administration 0.00%
Small Business Investment Companies 0.00%
Tennessee Valley Authority 0.00%
U.S. International Development Finance Corporation 0.13%
Thrivent Mid Cap Stock Fund
Type of government obligation Percentage
Type of government obligation Percentage
U.S. Treasury Bonds 0.39%
U.S. Government Agencies Total 1.55%
Federal Agricultural Mortgage Corporation 0.07%
Federal Deposit Insurance Corporation 0.00%
Federal Farm Credit Bank 0.28%
Federal Home Loan Bank 1.05%
Federal Home Loan Mortgage Corporation 0.00%
Federal National Mortgage Association 0.00%
Government National Mortgage Association 0.00%
Housing and Urban Development 0.00%
Overseas Private Investment Corporation 0.00%
Resolution Funding Corporation 0.00%
Student Loan Marketing Association 0.00%
Small Business Administration 0.00%
Small Business Investment Companies 0.00%
Tennessee Valley Authority 0.00%
U.S. International Development Finance Corporation 0.15%
Thrivent Moderate Allocation Fund
Type of government obligation Percentage
Type of government obligation Percentage
U.S. Treasury Bonds 7.94%
U.S. Government Agencies Total 10.74%
Federal Agricultural Mortgage Corporation 0.10%
Federal Deposit Insurance Corporation 0.00%
Federal Farm Credit Bank 0.38%
Federal Home Loan Bank 3.06%
Federal Home Loan Mortgage Corporation 2.29%
Federal National Mortgage Association 4.70%
Government National Mortgage Association 0.00%
Housing and Urban Development 0.00%
Overseas Private Investment Corporation 0.00%
Resolution Funding Corporation 0.00%
Student Loan Marketing Association 0.00%
Small Business Administration 0.00%
Small Business Investment Companies 0.00%
Tennessee Valley Authority 0.00%
U.S. International Development Finance Corporation 0.21%
Thrivent Moderately Aggressive Allocation Fund
Type of government obligation Percentage
Type of government obligation Percentage
U.S. Treasury Bonds 5.30%
U.S. Government Agencies Total 9.12%
Federal Agricultural Mortgage Corporation 0.11%
Federal Deposit Insurance Corporation 0.00%
Federal Farm Credit Bank 0.44%
Federal Home Loan Bank 4.06%
Federal Home Loan Mortgage Corporation 1.16%
Federal National Mortgage Association 3.11%
Government National Mortgage Association 0.00%
Housing and Urban Development 0.00%
Overseas Private Investment Corporation 0.00%
Resolution Funding Corporation 0.00%
Student Loan Marketing Association 0.00%
Small Business Administration 0.00%
Small Business Investment Companies 0.00%
Tennessee Valley Authority 0.00%
U.S. International Development Finance Corporation 0.24%
Thrivent Moderately Conservative Allocation Fund
Type of government obligation Percentage
Type of government obligation Percentage
U.S. Treasury Bonds 10.54%
U.S. Government Agencies Total 13.25%
Federal Agricultural Mortgage Corporation 0.07%
Federal Deposit Insurance Corporation 0.00%
Federal Farm Credit Bank 0.26%
Federal Home Loan Bank 2.11%
Federal Home Loan Mortgage Corporation 3.35%
Federal National Mortgage Association 7.31%
Government National Mortgage Association 0.00%
Housing and Urban Development 0.00%
Overseas Private Investment Corporation 0.00%
Resolution Funding Corporation 0.00%
Student Loan Marketing Association 0.01%
Small Business Administration 0.00%
Small Business Investment Companies 0.00%
Tennessee Valley Authority 0.00%
U.S. International Development Finance Corporation 0.14%
Thrivent Money Market Fund
Type of government obligation Percentage
Type of government obligation Percentage
U.S. Treasury Bonds 18.14%
U.S. Government Agencies Total 72.65%
Federal Agricultural Mortgage Corporation 2.87%
Federal Deposit Insurance Corporation 0.00%
Federal Farm Credit Bank 8.91%
Federal Home Loan Bank 52.33%
Federal Home Loan Mortgage Corporation 0.22%
Federal National Mortgage Association 0.01%
Government National Mortgage Association 0.00%
Housing and Urban Development 0.00%
Overseas Private Investment Corporation 0.00%
Resolution Funding Corporation 0.00%
Student Loan Marketing Association 0.00%
Small Business Administration 0.00%
Small Business Investment Companies 0.00%
Tennessee Valley Authority 0.00%
U.S. International Development Finance Corporation 8.31%
Thrivent Multidimensional Income Fund
Type of government obligation Percentage
Type of government obligation Percentage
U.S. Treasury Bonds 6.38%
U.S. Government Agencies Total 5.18%
Federal Agricultural Mortgage Corporation 0.03%
Federal Deposit Insurance Corporation 0.00%
Federal Farm Credit Bank 0.12%
Federal Home Loan Bank 0.64%
Federal Home Loan Mortgage Corporation 0.47%
Federal National Mortgage Association 3.84%
Government National Mortgage Association 0.00%
Housing and Urban Development 0.00%
Overseas Private Investment Corporation 0.00%
Resolution Funding Corporation 0.00%
Student Loan Marketing Association 0.02%
Small Business Administration 0.00%
Small Business Investment Companies 0.00%
Tennessee Valley Authority 0.00%
U.S. International Development Finance Corporation 0.06%
Thrivent Opportunity Income Plus Fund
Type of government obligation Percentage
Type of government obligation Percentage
U.S. Treasury Bonds 2.20%
U.S. Government Agencies Total 7.31%
Federal Agricultural Mortgage Corporation 0.03%
Federal Deposit Insurance Corporation 0.00%
Federal Farm Credit Bank 0.10%
Federal Home Loan Bank 0.51%
Federal Home Loan Mortgage Corporation 2.11%
Federal National Mortgage Association 4.47%
Government National Mortgage Association 0.00%
Housing and Urban Development 0.00%
Overseas Private Investment Corporation 0.00%
Resolution Funding Corporation 0.00%
Student Loan Marketing Association 0.03%
Small Business Administration 0.00%
Small Business Investment Companies 0.00%
Tennessee Valley Authority 0.00%
U.S. International Development Finance Corporation 0.06%
Thrivent Small Cap Growth Fund
Type of government obligation Percentage
Type of government obligation Percentage
U.S. Treasury Bonds 0.36%
U.S. Government Agencies Total 1.40%
Federal Agricultural Mortgage Corporation 0.06%
Federal Deposit Insurance Corporation 0.00%
Federal Farm Credit Bank 0.25%
Federal Home Loan Bank 0.95%
Federal Home Loan Mortgage Corporation 0.00%
Federal National Mortgage Association 0.00%
Government National Mortgage Association 0.00%
Housing and Urban Development 0.00%
Overseas Private Investment Corporation 0.00%
Resolution Funding Corporation 0.00%
Student Loan Marketing Association 0.00%
Small Business Administration 0.00%
Small Business Investment Companies 0.00%
Tennessee Valley Authority 0.00%
U.S. International Development Finance Corporation 0.14%

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