4 / 5 Stars
5 5 5 4 1
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
#5 in Conservative Allocation
U.S. News evaluated 183 Conservative 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 6.79 percent over the past year, 7.90 percent over the past three years, 14.07 percent over the past five years, and 6.14 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-0.7%|
|3 Years (Annualized)||7.9%|
|5 Years (Annualized)||14.1%|
|10 Years (Annualized)||6.1%|
The investment seeks to maximize income while maintaining prospects for capital appreciation. The fund normally invests in a diversified portfolio of income-producing debt and equity securities. The debt securities in which the fund invests may be of any maturity or credit quality, including high yield, high risk bonds, notes, debentures and other debt obligations commonly known as "junk bonds." At the time of purchase, these high-yield securities are rated within or below the "BB" major rating category by S&P or the "Ba" major rating category by Moody's or are unrated but considered to be of comparable quality by the adviser.
Fees are Average compared to funds in the same category.
Thrivent Diversified Income Plus Fund has an expense ratio of 0.99 percent.
Risk is Average compared to funds in the same category according to Morningstar.