3 / 5 Stars
4 4 3 2 3
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
#119 in Small Blend
U.S. News evaluated 215 Small 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 33.79 percent over the past year, 16.66 percent over the past three years, 16.26 percent over the past five years, and 10.56 percent over the past decade.
|Trailing Returns||Updated 10.31.2013|
|Year to date||28.5%|
|3 Years (Annualized)||16.7%|
|5 Years (Annualized)||16.3%|
|10 Years (Annualized)||10.6%|
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets (plus the amount of any borrowing for investment purposes) in securities of small companies. Its subadviser focuses mainly on the securities of smaller U.S. companies with market capitalizations at time of purchase that are within or below the range of companies included in the Russell 2000® Index. While most assets will be invested in U.S. common stocks, other securities may also be purchased, including bonds, foreign stocks (up to 20% of total assets), futures and options.
Fees are Above Average compared to funds in the same category.
Thrivent Partner Small Cap Value Fund has an expense ratio of 1.36 percent.
Risk is Average compared to funds in the same category according to Morningstar.