• Individual Investor
  • Individual Investor

Three ways to invest in 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.

Invest 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 investing in Thrivent mutual funds & ETFs.

Invest 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.

Invest 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

State information for federal tax-exempt dividends

Most distributions you receive from Thrivent Municipal Bond Fund or Thrivent High Income Municipal Bond Fund are taxable at the state level. However, some states do not tax their own residents on interest attributed to municipal securities issued by that state. You may be able to exclude the appropriate percentage—as shown in the chart below—of the tax-exempt income you received from the Fund when calculating your state income tax.

We recommend for you to consult with a legal and/or tax professional or state tax agency for specific information regarding your individual situation or specific state requirements. Thrivent Funds and their representatives cannot provide legal or tax advice.

Thrivent Municipal Bond Fund information by state for 2023
State % of dividends & state-specific information
State % of dividends & state-specific information
ALABAMA 0.95%
ALASKA 0.02%
ARIZONA 2.44%
ARKANSAS 0.16%
CALIFORNIA 8.47%
COLORADO 4.26%
CONNECTICUT 0.99%
DELAWARE 0.31%
DISTRICT OF COLUMBIA 1.11%
FLORIDA 4.96%
GEORGIA 1.62%
GUAM 0.08%
HAWAII 0.81%
IDAHO 0.47%
ILLINOIS 6.51%
INDIANA 0.89%
For Indiana residents, 11% of the dividends from the Thrivent Municipal Bond Fund are attributable to other U.S. states’ municipal bonds acquired before 1/1/2012.
IOWA 1.42%
KANSAS 0.52%
KENTUCKY 0.75%
LOUISIANA 0.78%
MAINE 0.05%
MARYLAND 0.53%
MASSACHUSETTS 3.71%
MICHIGAN 2.71%
MINNESOTA 4.21%
Minnesota Residents: 100% of your federal tax-exempt dividends for this fund are subject to Minnesota Income Tax.
MISSISSIPPI 0.23%
MISSOURI 0.90%
MONTANA 0.57%   
NEBRASKA 1.46%
NEVADA 0.39%
NEW HAMPSHIRE 0.44%
NEW JERSEY 3.04%
NEW YORK 10.27%
NORTH CAROLINA 0.99%
NORTH DAKOTA 0.43%
OHIO 4.50%
OKLAHOMA 0.89%
OREGON 1.58%
PENNSYLVANIA 2.98%
PUERTO RICO
0.54%
SOUTH CAROLINA 1.01%
SOUTH DAKOTA 0.11%
TENNESSEE 0.16%
TEXAS 10.84%
UTAH
1.76%
For Utah residents, 19% of the dividends from the Thrivent Municipal Bond Fund are considered tax-exempt for state tax purposes (using the piggyback method). Additionally, 1% of the dividends are attributable to other U.S. states’ municipal bonds acquired prior to 1/1/2003.
VERMONT 0.26%
VIRGINIA 2.08%
WASHINGTON 1.85%
WEST VIRGINIA 1.23%
WISCONSIN 2.75%
WYOMING 0.01%
Thrivent High Income Municipal Bond Fund information by state for 2023
State % of dividends & state-specific information
State % of dividends & state-specific information
ALABAMA 0.96%
ALASKA 0.31%
ARIZONA 4.49%
ARKANSAS 0.57%
CALIFORNIA 6.92%
COLORADO 5.30%
CONNECTICUT 0.87%
DELAWARE 1.38%
DISTRICT OF COLUMBIA 0.36%
FLORIDA 7.13%
GEORGIA 3.01%
GUAM 0.84%
IDAHO 0.65%
ILLINOIS 4.60%
INDIANA
1.72%
For Indiana residents, 0% of the dividends from Thrivent High Income Municipal Bond Fund are attributable to other U.S. states’ municipal bonds acquired before 1/1/2012.
IOWA 2.05%
KANSAS 0.64%
KENTUCKY 0.07%
LOUISIANA 0.56%
MARYLAND 1.83%
MASSACHUSETTS 1.02%
MICHIGAN 1.70%
MINNESOTA
4.83%
Minnesota Residents: 100% of your federal tax-exempt dividends for this fund are subject to Minnesota Income Tax.
MISSOURI 2.14%
MONTANA 0.60%
NEBRASKA 0.60%
NEVADA 1.02%
NEW HAMPSHIRE 0.65%
NEW JERSEY 2.18%
NEW YORK 9.71%
NORTH CAROLINA 1.47%
NORTH DAKOTA 0.99%
OHIO 2.39%
OKLAHOMA 0.29%
OREGON 1.49%
PENNSYLVANIA 2.74%
PUERTO RICO
0.88%
SOUTH CAROLINA 0.45%
SOUTH DAKOTA 0.49%
TENNESSEE 0.72%
TEXAS 8.18%
UTAH
1.73%
For Utah residents, 19% of the dividends from Thrivent High Income Municipal Bond Fund are considered tax-exempt for state tax purposes (using the piggyback method). Additionally, 0% of the dividends are attributable to other U.S. states’ municipal bonds acquired before 1/1/2003.
VIRGINIA 2.17%
WASHINGTON 0.43%
WEST VIRGINIA 1.45%
WISCONSIN 5.39%
WYOMING 0.03%

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