2 / 5 Stars
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Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#150 in Large Value
U.S. News evaluated 325 Large Value 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 20.25 percent over the past year, 12.07 percent over the past three years, 16.88 percent over the past five years, and 6.57 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.2%|
|3 Years (Annualized)||12.1%|
|5 Years (Annualized)||16.9%|
|10 Years (Annualized)||6.6%|
The investment seeks to achieve long-term growth of capital. The fund normally invests at least 80% of its net assets (plus the amount of any borrowing for investment purposes) in securities of large companies. The adviser focuses mainly on the securities of large U.S. companies which have market capitalizations similar to those included in widely known indices such as the S&P 500/Citigroup Value Index, the Russell 1000® Value Index, or the large company market capitalization classifications published by Lipper, Inc.
Fees are High compared to funds in the same category.
Thrivent Large Cap Value Fund has an expense ratio of 0.98 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.