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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. 

At Thrivent Mutual Funds, we recommend you consult your tax advisor to make sure you’re getting the most out of your investments. Thrivent Mutual Funds and their representatives cannot provide legal or tax advice.

Qualified Dividend Income Percentages for 2018

Fund Name QDI %
Thrivent High Yield Fund 0.6660%
Thrivent Income Fund 0.7948%
Thrivent Limited Maturity Bond Fund 0.0041%
Thrivent Large Cap Growth Fund 46.6215%
Thrivent Balanced Income Plus Fund 24.8587%
Thrivent Opportunity Income Plus Fund 1.1601%
Thrivent Large Cap Stock Fund 100.00%
Thrivent Large Cap Value Fund 100.00%
Thrivent Diversified Income Plus Fund  *
Thrivent Mid Cap Stock Fund *
Thrivent Small Cap Stock Fund 69.5014%
Thrivent Moderately Conservative Allocation Fund 23.386%
Thrivent Moderate Allocation Fund 38.606%
Thrivent Moderately Aggressive Allocation Fund 55.4158%
Thrivent Aggressive Allocation Fund 64.5204%
Thrivent Partner Worldwide Allocation Fund 100.00%
Thrivent Growth and Income Plus Fund  *
Thrivent Partner Emerging Markets Equity Fund 100.00%
Thrivent Low Volatility Equity Fund 100.00%
Thrivent Multidimensional Income Fund *
Thrivent Small Cap Growth Fund 20.8163%

* These percentages will be updated with the extended Forms 1099 in February.

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
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Investing in a mutual fund involves risks, including the possible loss of principal. The prospectus and summary prospectus contain more complete information on the investment objectives, risks, charges and expenses of the fund, and other information, which investors should read and consider carefully before investing. Prospectuses are available at ThriventFunds.com or by calling 1-800-847-4836.

This website is not intended as a source for legal, accounting or tax advice or services. Work with your attorney and/or tax professional for additional information.

The principal underwriter for the Thrivent Mutual Funds is Thrivent Distributors, LLC. No communication or content, including investment analysis tools and information about the Thrivent Mutual Funds, on this website is intended to provide investment advice or recommendations of any kind and may not be relied upon as such. The communication and content found on this website, including investment analysis tools and information about the Thrivent Mutual Funds, are not intended as a solicitation to buy or an offer to sell any security. Thrivent Distributors, LLC has undertaken no review of the individual circumstances of any investor and makes no representations with respect to the suitability of any investment for a particular investor. Any purchase, sale or redemption of the Thrivent Mutual Funds will be executed through Thrivent Financial Investor Services Inc., the transfer agent for the Thrivent Mutual Funds, and an affiliate of Thrivent Distributors, LLC. Asset management services provided by Thrivent Asset Management, LLC. Thrivent Distributors, LLC. and Thrivent Asset Management, LLC. are wholly owned subsidiaries of Thrivent Financial for Lutherans, Appleton, WI.

Thrivent Distributors, LLC is a registered broker-dealer and member of FINRA and SIPC with its principal place of business at 625 Fourth Avenue South, Minneapolis, MN 55415.

Thrivent Financial Services, Inc. (TFSI) is the transfer agent for Thrivent Mutual Funds and the Thrivent Church Loan and Income Fund and maintains and services shareholder accounts. Pages on this website that include information about shareholder accounts are supported by the transfer agent.

No communication or content on this website is intended to provide investment advice or recommendations of any kind and may not be relied upon as such. This website is not intended as a source for legal, accounting or tax advice. Work with your attorney and/or tax professional for additional information.

Marketing and general information about Thrivent Mutual Funds and the Thrivent Church Loan and Income Fund on this website is provided by Thrivent Distributors, LLC, principal underwriter for the Funds. Thrivent Distributors, LLC is a registered broker-dealer and member of FINRA and SIPC with its principal place of business at 625 Fourth Avenue South, Minneapolis, MN 55415.