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Buy These 3 Mutual Funds From the Thrivent Portfolio
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Being part of Thrivent Financial, Thrivent Mutual Funds had $136 billion worth of assets under management as of Dec 31, 2017. It has invested in 23 mutual funds across a wide range of categories including equity, income plus, asset allocation and fixed income funds. Also, it serves more than two million customers and has at least 100 investment professionals. Thrivent Mutual Funds aims to offer simple and smart investing and has a strong competitive record. This lesser-known fund family also won the 2015 Lipper Award in the Best Overall Small Fund Family and Best Mixed-Assets Small Fund Family categories.
Thrivent Aggressive Allocation Fund Class S (TAAIX - Free Report) seeks appreciation of capital for the long run. TAAIX invests at least three-fourth of its assets in equity securities, and up to one-fourth of its assets in debt securities. Thrivent Aggressive Allocation Fund Class S has three-year annualized returns of 8.8%.
Darren Bagwell is one of the fund managers of TAAIX since 2016.
Thrivent Large Cap Value S (TLVIX - Free Report) invests a major portion of its assets in equity securities of large-cap companies. The fund advisor focuses on investing in both U.S. and non-U.S. large-cap companies that have market-cap similar to those included on the MSCI USA Large Cap Index, the S&P 500 Index and market-cap categories put out by Lipper, Inc.Thrivent Large Cap Value S has three-year annualized returns of 8.8%.
As of February 2018, TLVIX held 62 issues, with 5.15% of its assets invested in Bank of America Corporation.
Thrivent Large Cap Value A (AAUTX - Free Report) seeks capital appreciation for the long run. AAUTX invests the lion’s share of its assets in securities of large-cap companies. The fund invests primarily in those companies whose market cap falls within the range of the Russell 1000 Value Index or the S&P 500/Citigroup Value Index. Thrivent Large Cap Value A has one-year returns of 8.4%.
AAUTX has an expense ratio of 0.91% as compared to the category average of 1.02%.
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Buy These 3 Mutual Funds From the Thrivent Portfolio
Being part of Thrivent Financial, Thrivent Mutual Funds had $136 billion worth of assets under management as of Dec 31, 2017. It has invested in 23 mutual funds across a wide range of categories including equity, income plus, asset allocation and fixed income funds. Also, it serves more than two million customers and has at least 100 investment professionals. Thrivent Mutual Funds aims to offer simple and smart investing and has a strong competitive record. This lesser-known fund family also won the 2015 Lipper Award in the Best Overall Small Fund Family and Best Mixed-Assets Small Fund Family categories.
Below we share with you three top-ranked Thrivent mutual funds. Each has earned a Zacks Mutual Fund Rank #1 (Strong Buy) and is expected to outperform its peers in the future. Investors can click here to see the complete list of Thrivent funds.
Thrivent Aggressive Allocation Fund Class S (TAAIX - Free Report) seeks appreciation of capital for the long run. TAAIX invests at least three-fourth of its assets in equity securities, and up to one-fourth of its assets in debt securities. Thrivent Aggressive Allocation Fund Class S has three-year annualized returns of 8.8%.
Darren Bagwell is one of the fund managers of TAAIX since 2016.
Thrivent Large Cap Value S (TLVIX - Free Report) invests a major portion of its assets in equity securities of large-cap companies. The fund advisor focuses on investing in both U.S. and non-U.S. large-cap companies that have market-cap similar to those included on the MSCI USA Large Cap Index, the S&P 500 Index and market-cap categories put out by Lipper, Inc.Thrivent Large Cap Value S has three-year annualized returns of 8.8%.
As of February 2018, TLVIX held 62 issues, with 5.15% of its assets invested in Bank of America Corporation.
Thrivent Large Cap Value A (AAUTX - Free Report) seeks capital appreciation for the long run. AAUTX invests the lion’s share of its assets in securities of large-cap companies. The fund invests primarily in those companies whose market cap falls within the range of the Russell 1000 Value Index or the S&P 500/Citigroup Value Index. Thrivent Large Cap Value A has one-year returns of 8.4%.
AAUTX has an expense ratio of 0.91% as compared to the category average of 1.02%.
To view the Zacks Rank and past performance of all Thrivent mutual funds, investors can click here to see the complete list of Thrivent funds.
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