3 / 5 Stars
3 3 5 3 3
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#50 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 6.88 percent over the past year, 5.60 percent over the past three years, and 10.69 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-0.3%|
|3 Years (Annualized)||5.6%|
|5 Years (Annualized)||10.7%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital growth while providing reasonable stability of principal. The fund invests in a combination of underlying funds and directly held financial instruments. It generally invests 35-75% of its assets in debt securities, 25-65% of its assets in equity securities and up to 20% of its assets in cash and other short-term instruments. The fund uses a prescribed asset allocation strategy involving a two-step process. Its actual holdings in each broad asset category may be outside the applicable allocation range from time to time due to differing investment performance among asset categories.
Fees are Average compared to funds in the same category.
Thrivent Moderately Conservative Allocation Fund has an expense ratio of 0.71 percent.
Risk is Average compared to funds in the same category according to Morningstar.