2 / 5 Stars
Zacks Investment Research
Standard & Poor's
1 / 5 Stars
U.S. News evaluated 120 Aggressive Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 14.95 percent over the past year, 8.15 percent over the past three years, and 17.53 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||0.4%|
|3 Years (Annualized)||8.1%|
|5 Years (Annualized)||17.5%|
|10 Years (Annualized)||N/A|
The investment seeks income plus long-term capital growth. The fund invests in a combination of equity securities and debt securities. The Adviser expects to achieve long-term capital growth by purchasing equity securities that appreciate in value. The equity securities in which the fund invests primarily are income-producing and may include common stock, preferred stock, securities convertible into common stock, or securities or other instruments the price of which is linked to the value of common stock. It invests 50%-90% of its assets in equity securities and 10%-50% in debt securities.
Fees are Above Average compared to funds in the same category.
Thrivent Growth and Income Plus Fund has an expense ratio of 1.15 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.