2 / 5 Stars
4 4 2 3 3
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
#67 in Aggressive Allocation
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 18.70 percent over the past year, 8.86 percent over the past three years, and 18.43 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.9%|
|3 Years (Annualized)||8.9%|
|5 Years (Annualized)||18.4%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital growth. The fund pursues its objective by investing in a combination of underlying funds and directly held financial instruments. It allocates 55%-90% of its assets in equity securities and 10%-40% in debt securities.
Fees are Average compared to funds in the same category.
Thrivent Moderate Aggressive Allocation Fund has an expense ratio of 0.72 percent.
Risk is Average compared to funds in the same category according to Morningstar.