3 / 5 Stars
3 3 4 3 3
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
#34 in Mid-Cap Value
U.S. News evaluated 113 Mid-Cap 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 20.09 percent over the past year, 11.37 percent over the past three years, and 6.16 percent over the past five years.
|Trailing Returns||Updated 04.30.2013|
|Year to date||13.9%|
|3 Years (Annualized)||11.4%|
|5 Years (Annualized)||6.2%|
|10 Years (Annualized)||N/A|
The investment seeks to achieve long-term capital appreciation. The fund invests at least 80% of its net assets in securities of mid cap issuers. The sub adviser focuses mainly on the securities of mid cap issuers which have market capitalizations similar to companies constituting the Russell Midcap® Value Index at the time of investment. Although the fund will invest primarily in publicly traded U.S. securities, it may invest up to 25% of its assets in foreign securities, including securities of issuers in emerging countries and securities in foreign currencies. The sub adviser's stock selection reflects a mid cap value style.
Fees are Low compared to funds in the same category.
Thrivent Partner Mid Cap Value Fund has an expense ratio of 1.25 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.