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.

 

Start application
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.
800-847-4836
M-F, 8 a.m. – 6 p.m. CT
Say “mutual funds" for faster service.
contactus@thriventfunds.com or,
Visit our support page

 

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.

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Tax Resource Center

Qualified Dividend Income

Mutual fund dividends may qualify for lower income tax rates to the extent that the fund has received qualified dividend income from domestic corporations and certain foreign corporations. The following Thrivent Mutual Funds had ordinary income distributions that qualify for these lower tax rates as long as the shareholder met the holding period requirements. 

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.

Qualified Dividend Income percentages for 2021

Fund name QDI %
Thrivent Aggressive Allocation Fund 26.8585%
Thrivent Balanced Income Plus Fund 20.4999%
Thrivent Diversified Income Plus Fund 12.1079%  
Thrivent Global Stock Fund 25.5191%
Thrivent High Yield Fund 0.8670%
Thrivent Income Fund 0.2521%
Thrivent International Allocation Fund 51.6761%
Thrivent Large Cap Growth Fund 74.4880%
Thrivent Large Cap Value Fund 60.1588%
Thrivent Low Volatility Equity Fund 100.00%
Thrivent Mid Cap Growth Fund 57.0794%
Thrivent Mid Cap Stock Fund 34.8227%
Thrivent Mid Cap Value Fund 33.0601%
Thrivent Moderate Allocation Fund 21.5387%
Thrivent Moderately Aggressive Allocation Fund 29.3152%
Thrivent Moderately Conservative Allocation Fund 20.6605%
Thrivent Multidimensional Income Fund 18.2626%  
Thrivent Opportunity Income Plus Fund 2.2366%
Thrivent Small Cap Growth Fund 32.5672%
Thrivent Small Cap Stock Fund 18.2554%

Box 1b on Form 1099-DIV reports the amount of dividends that may qualify for lower tax rates. The amount shown in Box 1b assumes that the shareholder has met the 61-day holding period required for the dividends to be qualified. Each shareholder is responsible for determining whether the holding period was met and adjusting the amount accordingly. The Dec. 31 statement can be used to determine if the holding period requirement has been met. See the IRS Form 1040 Instructions for more information.

Looking for an IRS form or publication

The IRS's online resources can help.

VISIT IRS.GOV