Thrivent Moderately Conservative Allocation Fund

Scorecard
3 / 5 Stars
Lipper
3 3 5 3 3
Zacks Investment Research
4 (Sell)
Standard & Poor's
3 / 5 Stars
TheStreet.com
D+ (Sell)

#72 in Conservative Allocation

U.S. News evaluated 190 Conservative Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 8.97 percent over the past year, 5.77 percent over the past three years, and 12.29 percent over the past five years.

Trailing Returns Updated 02.28.2014
Year to date 1.9%
1 Year 9.0%
3 Years (Annualized) 5.8%
5 Years (Annualized) 12.3%
10 Years (Annualized) N/A

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Summary

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.

Fees

Fees are Average compared to funds in the same category.
Thrivent Moderately Conservative Allocation Fund has an expense ratio of 0.71 percent.

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Risk

Risk is Average compared to funds in the same category according to Morningstar.

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Conservative Allocations

Highest Returns (10-year)

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