2 / 5 Stars
3 3 2 3 4
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#31 in World Allocation
U.S. News evaluated 121 World Allocation 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 13.77 percent over the past year, 6.24 percent over the past three years, and 15.51 percent over the past five years.
|Trailing Returns||Updated 03.31.2014|
|Year to date||1.8%|
|3 Years (Annualized)||6.2%|
|5 Years (Annualized)||15.5%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital growth. The fund invests primarily in equity and debt securities of issuers throughout the world. It diversifies the portfolio broadly among developed and emerging countries (possibly including the U.S.) and among multiple asset classes. The fund allocates among the broad asset classes as: 0-45% in International large-cap growth; 0-45% in International large-cap value; 0-30% in Emerging-markets equity; 0-30% in Emerging-markets debt; 0-30% in International small- and mid-cap equities; 0-20% in U.S. securities.
Fees are Low compared to funds in the same category.
Thrivent Partner Worldwide Allocation Fund has an expense ratio of 1.37 percent.
Risk is High compared to funds in the same category according to Morningstar.