Back to top
more

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

(NASDAQ Mutual Funds) As of Jun 12, 2026 06:20 PM ET

$14.96 USD

+0.04 (0.27%)

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

3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of May 31, 2026

Total Return %* Percentile Rank Objective
YTD 5.35 61
3 months 2.28 70
6 months 5.75 62
1 Year 15.57 61
3 Year 11.72 74
5 Year 5.47 68
10 Year 6.97 75

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 67.17
Bear Market (10/07 - 2/09) -39.10
Bull Market (2/09 - 3/21) 386.69

Load Adjusted Returns as of May 31, 2026

1 Year 11.17
5 Year 4.97
10 Year 6.54
Since Inception 6.05

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -0.76 NA NA NA
2025 0.43 5.15 4.28 2.15
2024 4.13 0.21 6.23 -2.24
2023 4.00 2.53 -2.45 7.99
2022 -4.45 -10.09 -3.67 4.25
2021 3.13 4.62 0.44 3.44

Annual Return

20262025202420232022202120202019201820172016
% Total Return 5.3512.518.3812.33-13.7312.118.9916.98-4.7911.677.14
% Total Return Rel to Index -2.31-5.70-16.64-13.904.47-16.57-9.40-14.50-0.40-10.11-4.78
% Total Return Rel to Peer -0.62-0.66-3.25-1.620.02-1.07-2.28-1.770.77-1.470.79
% Perf Quintile vs Peer* 4.004.004.004.002.004.004.005.003.004.003.00
% Dividends 0.090.440.420.420.310.260.310.340.370.310.33
% Yield 0.582.802.873.022.391.652.132.472.922.202.56
Capital Gains ($) 0.000.630.250.000.000.790.000.000.780.160.00
Expense Ratio 0.000.740.750.760.740.750.780.770.720.730.70

* 1 = Top 20%, 5 = Bottom 20%