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Thrivent Balanced Income Plus Fund Class S: (MF: IBBFX)

(NASDAQ Mutual Funds) As of Feb 27, 2026 05:51 PM ET

$14.75 USD

-0.01 (-0.07%)

Zacks MF Rank

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Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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3-Hold of 5     3    

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Latest Performance as of Jan 31, 2026

Total Return %* Percentile Rank Objective
YTD 1.61 53
3 months 2.54 54
6 months 7.56 58
1 Year 12.35 47
3 Year 9.88 70
5 Year 6.23 74
10 Year 7.22 76

* Annual for three years and beyond.

Zacks Premium Research for IBBFX

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Hold 3
MF Report

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Portfolio Statistics

% Unrealized Gain 12.60
% Yield NA
% SEC Yield NA
Net Assets (Mil $) 1/31/2026 210.62
% Turnover 1/31/2026 78.00

Risk

3 Year 5 Year 10 Year
Beta 0.56 0.54 0.59
Alpha -3.47 -3.24 -2.69
R Squared 0.80 0.87 0.89
Std. Dev. 7.28 8.73 9.41
Sharpe 0.72 0.37 5.00

Sector / Country Weightings

As of 1/31/2026 % of Portfolio
Other 56.18
Finance 19.23
Technology 11.75
Industrial Cyclical 3.13
Retail Trade 2.99
Health 1.97
Non-Durable 1.63
Utilities 1.19
Energy 1.04
Services 0.66
Consumer Durables 0.23

Portfolio Holdings

Top Equity Holdings
(As of 10/31/2025)		 % of Portfolio Value (Mil$)
TOTAL*BONDS & NOTES COMBO 46.92 207.35
TOTAL*SHORT TERM INVESTME 11.89 52.56
THRIVENT CORE INTL EQUITY 7.35 32.50
THRIVENT CORE EMER MKT DE 5.16 22.80
NVIDIA CORP 1.84 8.14
MICROSOFT CORP 1.62 7.15
APPLE INC 1.25 5.51
AMAZON.COM INC 1.04 4.59
TOTAL*MONEY MARKET 0.98 4.33

Stock Holding % of Net Assets

As Of 10/31/2025
Total Issues 495
Avg. P/E 30.33
Avg. P/Book 4.02
Avg. EPS Growth 12.13
Avg. Market Value (Mil $) 530,977

Composition

% of Portfolio
Stocks 30.58
Foreign Stocks 1.72
Cash 12.87
Bonds 46.92
Foreign Bonds 0.00
Preferred 0.39
Convertible 0.44
Other 8.80
Foreign Hedged 0.00

Style Analysis

% of Portfolio
Large Growth 15.11
Large Value 10.61
Small Growth 0.00
Small Value 4.20
Foreign Stock 15.79
Emerging Market 3.33
Precious Metal 0.00
Intermediate Bond 35.38
Foreign Bond 10.81
High Yield Bond 0.00