2 / 5 Stars
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Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#61 in Mid-Cap Value
U.S. News evaluated 109 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 21.16 percent over the past year, 11.37 percent over the past three years, and 19.97 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-2.4%|
|3 Years (Annualized)||11.4%|
|5 Years (Annualized)||20.0%|
|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 subadviser 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 subadviser's stock selection reflects a mid cap value style.
Fees are High 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.