2 / 5 Stars
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Zacks Investment Research
Standard & Poor's
1 / 5 Stars
#148 in Small Growth
U.S. News evaluated 215 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 35.86 percent over the past year, 12.72 percent over the past three years, and 25.81 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||2.4%|
|3 Years (Annualized)||12.7%|
|5 Years (Annualized)||25.8%|
|10 Years (Annualized)||N/A|
The investment seeks to achieve long-term growth of capital. 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 has selected a subadviser to manage the fund. The subadviser uses its own methodology for selecting stocks of small companies, with market capitalizations at the time of purchase in the range of the Russell 2000® Growth Index, have above-average prospects for growth. A portion of the fund will be invested in companies that have market capitalizations that fall within the bottom half of this index.
Fees are Above Average compared to funds in the same category.
Thrivent Partner Small Cap Growth Fund has an expense ratio of 1.40 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.