2 / 5 Stars
3 4 2 3 3
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
#34 in Aggressive Allocation
U.S. News evaluated 115 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 19.41 percent over the past year, 10.05 percent over the past three years, and 14.24 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||5.3%|
|3 Years (Annualized)||10.1%|
|5 Years (Annualized)||14.2%|
|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 Low 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.