2 / 5 Stars
4 4 2 3 3
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#55 in Aggressive Allocation
U.S. News evaluated 123 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 14.58 percent over the past year, 8.47 percent over the past three years, and 15.57 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-1.9%|
|3 Years (Annualized)||8.5%|
|5 Years (Annualized)||15.6%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital growth. The fund invests in a combination of underlying funds and directly held financial instruments. It invests 55-90% of its assets in equity securities, 10-40% of its assets in debt securities and up to 10% of its assets in cash and other short-term instruments. The fund uses a prescribed asset allocation strategy involving a two-step process: the first step is the construction of a model for the allocation of the fund's assets across broad asset categories. The second step involves the determination of sub-classes within the broad asset categories and target weightings for these sub-classes.
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.