2 / 5 Stars
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Zacks Investment Research
Standard & Poor's
2 / 5 Stars
U.S. News evaluated 219 Small Growth 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 22.10 percent over the past year, 10.85 percent over the past three years, and 18.62 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||-1.0%|
|3 Years (Annualized)||10.8%|
|5 Years (Annualized)||18.6%|
|10 Years (Annualized)||N/A|
The investment seeks to achieve long-term growth of capital. Under normal circumstances, the fund invests at least 80% of its net assets (plus the amount of any borrowing for investment purposes) in securities of small companies. The Adviser focuses mainly in the securities of smaller U.S. companies which have market capitalizations similar to those companies included in widely known indices such as the S&P SmallCap 600 Growth Index, the Russell 2000® Growth Index, or the small company market capitalization classifications published by Lipper, Inc.
Fees are Above Average compared to funds in the same category.
Thrivent Partner Small Cap Growth Fund has an expense ratio of 1.04 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.