2 / 5 Stars
2 3 3 4 5
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#70 in Mid-Cap Blend
U.S. News evaluated 140 Mid-Cap Blend 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 24.97 percent over the past year, 11.20 percent over the past three years, 20.89 percent over the past five years, and 8.74 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-2.2%|
|3 Years (Annualized)||11.2%|
|5 Years (Annualized)||20.9%|
|10 Years (Annualized)||8.7%|
The investment seeks long-term capital growth. The fund invests at least 80% of its net assets (plus the amount of any borrowing for investment purposes) in securities of mid-sized companies. The adviser focuses mainly on the securities of mid-sized U.S. companies which have market capitalizations similar to those included in widely known indices such as the Russell Midcap® Index or the S&P MidCap 400 Index. It seeks to achieve its investment objective by investing in common stocks. Investing in convertible securities is not a principal strategy of the fund.
Fees are High compared to funds in the same category.
Thrivent Mid Cap Stock Fund has an expense ratio of 1.15 percent.
Risk is Average compared to funds in the same category according to Morningstar.