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.

Now leaving ThriventFunds.com

 

You're about to visit a site that is neither owned nor operated by Thrivent Mutual Funds.

In the interest of protecting your information, we recommend you review the privacy policies at your destination site.

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 2022

Fund name
Type of government obligation

Thrivent Aggressive Allocation Fund
U.S. Treasury Bonds: 2.70%
U.S. Government Agencies Total: 2.58%
  • Federal Agricultural Mortgage Corporation 0.00%
  • Federal Deposit Insurance Corporation 0.00%
  • Federal Farm Credit Bank 0.02%
  • Federal Home Loan Bank 1.60%
  • Federal Home Loan Mortgage Corporation 0.18%
  • Federal National Mortgage Association 0.61%
  • Government National Mortgage Association 0.00%
  • Housing and Urban Development 0.00%
  • Overseas Private Investment Corporation 0.01%
  • Resolution Funding Corporation 0.00%
  • Student Loan Marketing Association 0.00%
  • Small Business Administration 0.00%
  • Small Business Investment Companies 0.00%
  • U.S. International Development Finance Corporation 0.16%
  • Tennessee Valley Authority 0.00%

Thrivent Balanced Income Plus Fund
U.S. Treasury Bonds: 1.10%
U.S. Government Agencies Total: 5.14%
  • Federal Agricultural Mortgage Corporation 0.00%
  • Federal Deposit Insurance Corporation 0.00%
  • Federal Farm Credit Bank 0.01%
  • Federal Home Loan Bank 0.49%
  • Federal Home Loan Mortgage Corporation 0.91%
  • Federal National Mortgage Association 3.62%
  • Government National Mortgage Association 0.00%
  • Housing and Urban Development 0.00%
  • Overseas Private Investment Corporation 0.01%
  • 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
U.S. Treasury Bonds: 0.91%
U.S. Government Agencies Total: 6.37%
  • Federal Agricultural Mortgage Corporation 0.00%
  • Federal Deposit Insurance Corporation 0.00%
  • Federal Farm Credit Bank 0.01%
  • Federal Home Loan Bank 0.37%
  • Federal Home Loan Mortgage Corporation 1.22%
  • Federal National Mortgage Association 4.66%
  • Government National Mortgage Association 0.01%
  • Housing and Urban Development 0.00%
  • Overseas Private Investment Corporation 0.01%
  • 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 0.08%

Thrivent Global Stock Fund
U.S. Treasury Bonds: 0.38%
U.S. Government Agencies Total: 8.91%
  • Federal Agricultural Mortgage Corporation 0.02%
  • Federal Deposit Insurance Corporation 0.00%
  • Federal Farm Credit Bank 0.02%
  • Federal Home Loan Bank 8.69%
  • Federal Home Loan Mortgage Corporation 0.16%
  • Federal National Mortgage Association 0.02%
  • 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
U.S. Treasury Bonds: 31.50%
U.S. Government Agencies Total: 25.11%
  • Federal Agricultural Mortgage Corporation 0.82%
  • Federal Deposit Insurance Corporation 0.00%
  • Federal Farm Credit Bank 0.47%
  • Federal Home Loan Bank 0.93%
  • Federal Home Loan Mortgage Corporation 9.63%
  • Federal National Mortgage Association 11.44%
  • Government National Mortgage Association 0.00%
  • Housing and Urban Development 0.00%
  • Overseas Private Investment Corporation 0.75%
  • Resolution Funding Corporation 0.00%
  • Student Loan Marketing Association 0.12%
  • Small Business Administration 0.00%
  • Small Business Investment Companies 0.00%
  • Tennessee Valley Authority 0.81%
  • U.S. International Development Finance Corporation 0.14%

Thrivent Income Fund
U.S. Treasury Bonds: 2.43%
U.S. Government Agencies Total: 0.15%
  • Federal Agricultural Mortgage Corporation 0.00%
  • Federal Deposit Insurance Corporation 0.00%
  • Federal Farm Credit Bank 0.00%
  • Federal Home Loan Bank 0.13%
  • 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 0.02%

Thrivent Limited Maturity Bond Fund
U.S. Treasury Bonds: 4.90%
U.S. Government Agencies Total: 1.99%
  • Federal Agricultural Mortgage Corporation 0.02%
  • Federal Deposit Insurance Corporation 0.00%
  • Federal Farm Credit Bank 0.00%
  • Federal Home Loan Bank 1.69%
  • Federal Home Loan Mortgage Corporation 0.08%
  • Federal National Mortgage Association 0.13%
  • 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 0.07%
  • 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 Moderate Allocation Fund
U.S. Treasury Bonds: 7.07%
U.S. Government Agencies Total: 4.43%
  • Federal Agricultural Mortgage Corporation 0.00%
  • Federal Deposit Insurance Corporation 0.00%
  • Federal Farm Credit Bank 0.01%
  • Federal Home Loan Bank 0.90%
  • Federal Home Loan Mortgage Corporation 0.99%
  • Federal National Mortgage Association 2.40%
  • Government National Mortgage Association 0.00%
  • Housing and Urban Development 0.00%
  • Overseas Private Investment Corporation 0.01%
  • 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 0.11%

Thrivent Moderately Aggressive Allocation Fund
U.S. Treasury Bonds: 5.05%
U.S. Government Agencies Total: 3.41%
  • Federal Agricultural Mortgage Corporation 0.00%
  • Federal Deposit Insurance Corporation 0.00%
  • Federal Farm Credit Bank 0.01%
  • Federal Home Loan Bank 1.23%
  • Federal Home Loan Mortgage Corporation 0.53%
  • Federal National Mortgage Association 1.51%
  • Government National Mortgage Association 0.00%
  • Housing and Urban Development 0.00%
  • Overseas Private Investment Corporation 0.01%
  • 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 0.11%

Thrivent Moderately Conservative Allocation Fund
U.S. Treasury Bonds: 9.51%
U.S. Government Agencies Total: 5.48%
  • Federal Agricultural Mortgage Corporation 0.00%
  • Federal Deposit Insurance Corporation 0.00%
  • Federal Farm Credit Bank 0.01%
  • Federal Home Loan Bank 0.63%
  • Federal Home Loan Mortgage Corporation 1.33%
  • Federal National Mortgage Association 3.40%
  • Government National Mortgage Association 0.00%
  • Housing and Urban Development 0.00%
  • Overseas Private Investment Corporation 0.01%
  • 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 Money Market Fund
U.S. Treasury Bonds: 2.82%
U.S. Government Agencies Total: 76.28%
  • Federal Agricultural Mortgage Corporation 4.88%
  • Federal Deposit Insurance Corporation 0.00%
  • Federal Farm Credit Bank 14.03%
  • Federal Home Loan Bank 41.06%
  • Federal Home Loan Mortgage Corporation 0.45%
  • Federal National Mortgage Association 0.20%
  • 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 15.66%

Thrivent Multidimensional Income Fund
U.S. Treasury Bonds: 3.46%
U.S. Government Agencies Total: 0.08%
  • Federal Agricultural Mortgage Corporation 0.00%
  • Federal Deposit Insurance Corporation 0.00%
  • Federal Farm Credit Bank 0.00%
  • Federal Home Loan Bank 0.05%
  • 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 0.01%
  • Small Business Administration 0.00%
  • Small Business Investment Companies 0.00%
  • Tennessee Valley Authority 0.00%
  • U.S. International Development Finance Corporation 0.02%

Thrivent Opportunity Income Plus Fund
U.S. Treasury Bonds: 0.11%
U.S. Government Agencies Total: 3.09%
  • Federal Agricultural Mortgage Corporation 0.00%
  • Federal Deposit Insurance Corporation 0.00%
  • Federal Farm Credit Bank 0.00%
  • Federal Home Loan Bank 0.14%
  • Federal Home Loan Mortgage Corporation 0.96%
  • Federal National Mortgage Association 1.93%
  • 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 0.04%

Looking for an IRS form or publication?

The IRS's online resources can help.

Visit IRS.gov