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.

 

1 New accounts with a minimum monthly investment amount of $50 are offered through the Thrivent Mutual Funds “automatic investment 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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Glossary of investment terms

12-month yield

is an estimated dividend yield based on the sum of income distributions paid over the trailing 12 months divided by the product’s price on the period end date.


30-day SEC pre-reimbursement

is a yield calculation that is similar to the 30-day SEC yield but shows what a fund’s yield would be without any fee waivers or expense reimbursements.


30-day SEC yield

is a standardized yield calculation developed by the Securities and Exchange Commission (SEC). It captures the net investment income earned by a fund over a 30-day period, after the deduction of a fund’s expenses. It’s an annualized percentage, based on a fund's share price on the last day of the period. Since share prices and yields are subject to fluctuation, current yields should not be considered an indication of future results.


Alpha

is a measure of an investment’s performance compared to a benchmark. A positive alpha suggests better performance.


Average number of days to maturity

is the average length of time, in days, until the holdings in the portfolio repay the principal.


Beta

is a measure of the volatility or market risk of an investment compared to a broad index. A beta greater than 1.00 suggests price volatility greater than the market.


Capture ratio

is a performance metric used to evaluate how well an investment strategy or fund performs in up and down markets relative to a benchmark over a period of time. An upside ratio greater than 100% indicates higher returns than the benchmark over that period. A downside ratio less than 100% means the investment lost less than the benchmark during down markets over that period.


Coupon rate

is the yield paid by a fixed-income security.


Effective duration

is a measure of a portfolio’s sensitivity to changes in interest rates; the longer the portfolio’s duration, the more sensitive it is.


Information ratio

measures the risk-adjusted returns of a financial asset or portfolio relative to a certain benchmark. It is used to measure the consistency of a fund’s outperformance. A higher information ratio is indicative of better consistency and risk-adjusted performance.


Market capitalization (cap)

is a measure of the size of the companies held in the portfolio, calculated by multiplying a company’s total outstanding shares by the stock price.


Maturity date

is when the principal of the security is due and payable to the investor.


Morningstar Style Box™

reveals a fund’s investment strategy. For equity funds, the vertical axis of the Equity Style Map shows the market capitalization of the stocks owned (large, medium, or small) and the horizontal axis shows investment style (value, blend, or growth).


Price/earnings ratio (P/E)

is a valuation ratio of a company’s current share price compared to its earnings per-share, calculated by dividing the market value per share by its trailing 12-month earnings.


R2

R-Squared (or correlation squared) is used to indicate what percentage, from 0% to 100%, of the variation in a fund’s return can be explained by the benchmark returns. It is used to help measure how similar a fund is to the benchmark and how appropriate the benchmark is for other statistical comparisons. The lower the R2, the less meaningful statistics such as Beta will be.


Return on equity (ROE)

is a measure of corporate profitability that shows how much net income the companies in the portfolio have generated as a percentage of shareholder equity.


Sharpe ratio

is a measure of risk-adjusted return, comparing the returns of an investment to the risk it has taken. A higher Sharpe ratio suggests better returns given the risk.


Standard deviation

measures risk by showing how much a fund fluctuates relative to its average return over a period of time.


Turnover ratio

is a measure of trading activity calculated by dividing the lesser of long-term purchases/sales by average long-term market value.


Weighted average life

is the market-value weighted average of the time remaining until the bonds in the portfolio will repay principal.