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Thrivent Balanced Income Plus Fund Class S: (MF: IBBFX)
(NASDAQ Mutual Funds) As of Jan 16, 2026 05:49 PM ET
$14.49 USD
-0.02 (-0.14%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Dec 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 12.51 | 60 |
| 3 months | 2.15 | 46 |
| 6 months | 6.53 | 57 |
| 1 Year | 12.51 | 60 |
| 3 Year | 11.06 | 72 |
| 5 Year | 5.79 | 72 |
| 10 Year | 6.76 | 74 |
* Annual for three years and beyond.
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Portfolio Statistics
| % Unrealized Gain | 10.19 |
| % Yield | 2.97 |
| % SEC Yield | NA |
| Net Assets (Mil $) 12/31/2025 | 207.39 |
| % Turnover 12/31/2025 | 62.00 |
Risk
| 3 Year | 5 Year | 10 Year | |
|---|---|---|---|
| Beta | 0.58 | 0.54 | 0.59 |
| Alpha | -3.58 | -3.35 | -2.70 |
| R Squared | 0.81 | 0.87 | 0.89 |
| Std. Dev. | 7.65 | 8.72 | 9.45 |
| Sharpe | 0.83 | 0.33 | 5.00 |
Sector / Country Weightings
| As of 12/31/2025 | % of Portfolio |
|---|---|
| Other | 57.05 |
| Finance | 19.62 |
| Technology | 10.83 |
| Industrial Cyclical | 2.96 |
| Retail Trade | 2.72 |
| Health | 1.82 |
| Non-Durable | 1.72 |
| Utilities | 1.20 |
| Energy | 1.13 |
| Services | 0.68 |
| Consumer Durables | 0.27 |
Portfolio Holdings
| Top Equity Holdings (As of 7/31/2025) |
% of Portfolio | Value (Mil$) |
|---|---|---|
| TOTAL*BONDS & NOTES COMBO | 47.51 | 201.04 |
| TOTAL*SHORT TERM INVESTME | 12.15 | 51.42 |
| THRIVENT CORE INTL EQUITY | 7.18 | 30.40 |
| THRIVENT CORE EMER MKT DE | 5.09 | 21.52 |
| MICROSOFT CORP | 1.82 | 7.68 |
| NVIDIA CORP | 1.66 | 7.04 |
| AMAZON.COM INC | 1.08 | 4.58 |
| META PLATFORMS INC | 1.06 | 4.49 |
| APPLE INC | 0.98 | 4.14 |
Stock Holding % of Net Assets
| As Of | 7/31/2025 |
| Total Issues | 472 |
| Avg. P/E | 29.34 |
| Avg. P/Book | 4.07 |
| Avg. EPS Growth | 12.55 |
| Avg. Market Value (Mil $) | 530,814 |
Composition
| % of Portfolio | |
| Stocks | 29.91 |
| Foreign Stocks | 1.76 |
| Cash | 13.00 |
| Bonds | 47.51 |
| Foreign Bonds | 0.00 |
| Preferred | 0.47 |
| Convertible | 0.40 |
| Other | 8.71 |
| Foreign Hedged | 0.00 |
Style Analysis
| % of Portfolio | |
| Large Growth | 15.48 |
| Large Value | 13.44 |
| Small Growth | 0.00 |
| Small Value | 2.94 |
| Foreign Stock | 13.84 |
| Emerging Market | 3.60 |
| Precious Metal | 0.00 |
| Intermediate Bond | 33.42 |
| Foreign Bond | 12.51 |
| High Yield Bond | 0.00 |