Thrivent small cap stock fund.

Investment Policy. The Fund seeks long-term capital growth by implementing an asset allocation strategy. The Fund is a "fund of funds," meaning that it invests primarily in other Thrivent mutual ...

Thrivent small cap stock fund. Things To Know About Thrivent small cap stock fund.

Thrivent Small Cap Growth Fund outperformed the Russell 2000 Growth Index during the third quarter. The outperformance was driven by stock selection in the Information Technology, Consumer Staples, and Financials sectors. Additionally, the Fund’s underweight to Health Care (primarily to biotech companies) contributed to the positive …Thrivent Small-Mid Cap ESG ETF seeks long-term capital growth. This fund seeks to provide investors with consistent, competitive performance through favorable stock selection while monitoring risk. The Fund typically invests in a combination of small- and mid-sized companies across the growth and value spectrums.Nov 15, 2023 · Thrivent is a company that sells mutual funds with $29,813M in assets... Thrivent is a company that sells mutual funds with $29,813M in assets under management. The average expense ratio from all mutual funds is 0.84%. 60.87% of all the mutual funds are no load funds. The oldest fund launched was in 1972. Thrivent Small-Mid Cap ESG ETF. Exchange Traded Funds (ETFs) are a basket of securities that enable investors to purchase shares in a diversified portfolio of securities, including stocks and/or bonds. ETFs offer intra-day liquidity, are traditionally a lower-cost option, and may have no investment minimums.Nov 11, 2022 · Since he took over Thrivent Small Cap Stock in March 2013, the fund’s S shares gained 11.1% annualized through September 2022, besting all small-blend Morningstar Category peers as well as the ...

Thrivent Small-Mid Cap ESG ETF seeks long-term capital growth. This fund seeks to provide investors with consistent, competitive performance through favorable stock selection while monitoring risk. The Fund typically invests in a combination of small- and mid-sized companies across the growth and value spectrums.And as history shows us, small- and mid-cap stocks have tended to lead the market in performance during recoveries. ... As of March 31, 2023, the top ten holdings of Thrivent Small Cap Growth Fund were Workiva at 2.79%, Everi Holdings at 2.65%, Lattice Semiconductor at 2.65%, e.l.f. Beauty at 2.63%, Sprout Social at 2.55%, Inspire Medical ...Target allocation. 90% Developed. 10% Emerging. Buy now. Compare Thrivent Large Cap Growth Fund. Equity. Pursues long-term growth by investing in large-cap stocks that may be fast-growing. Risk profile. Conservative Aggressive.

Thrivent Small Cap Stock Fund seeks long-term capital growth. This fund looks to provide investors with competitive performance through favorable stock selection while monitoring risk. The Fund typically invests in a combination of small-sized companies across the growth and value spectrums.

Mutual Funds Thrivent Small Cap Stock Fund Investment Objective Thrivent Small Cap Stock Fund seeks long-term capital growth. Minimum Investment Non-retirement: $2,000; IRA or tax-deferred: $1,000; Subsequent: $50 Benchmark(s) Any indexes shown are unmanaged and do not reflect the typical costs of investing. Investors cannot invest directly in ... Aug 9, 2019 · Thrivent Large Cap Stock Fund Class S: IILGX: 885882845: Name change to: Thrivent Global Stock Fund Class S: IILGX: 885882845: 4/30/19: Thrivent Large Cap Stock Fund Class A: AALGX: 885882860: Name change to: Thrivent Global Stock Fund Class A: AALGX: 885882860: 6/28/18: Thrivent Growth and Income Plus Class A: TEIAX: 885882175: Merged to Mutual Funds Thrivent Small Cap Stock Fund Investment Objective Thrivent Small Cap Stock Fund seeks long-term capital growth. Minimum Investment Non-retirement: $2,000; IRA or tax-deferred: $1,000; Subsequent: $50 Benchmark(s) Any indexes shown are unmanaged and do not reflect the typical costs of investing. Investors cannot invest directly in ... Thrivent Small Cap Stock Fund SUMMARY PROSPECTUS. This Summary Prospectus is designed to provide investors with key information about the Fund in a clear and concise format. Before you invest, you may want to review the Fund’s complete prospectus, which contains more information about the Fund and its risks.

Learn how it impacts everything we do. TCFSCV - Thrivent Core Small Cap Value - Review the TCFSCV stock price, growth, performance, sustainability and more to help you make the best investments.

Thrivent Small-Mid Cap ESG ETF. Exchange Traded Funds (ETFs) are a basket of securities that enable investors to purchase shares in a diversified portfolio of securities, including stocks and/or bonds. ETFs offer intra-day liquidity, are traditionally a lower-cost option, and may have no investment minimums.

Thrivent Small Cap Stock S. 901 Marquette Avenue, Suite 2500. Thrivent Mutual Funds. 8005215308. ... Mr. Finn has served as portfolio manager of Thrivent Large Cap Value Fund since 2004. He was ...Thrivent Small Cap Growth Fund seeks long-term capital growth. This fund seeks to provide investors with competitive performance through favorable stock selection while monitoring risk. The Fund typically invests in small-sized companies across the growth spectrum. Growth stocks are companies whose earnings are expected to grow at an above ...Distribution Fee Level Below Average. Share Class Type No Load. Category Mid-Cap Blend. Investment Style Mid Blend. Min. Initial Investment 2,000. Status Open. TTM Yield 0.38%. Turnover 27%. USD ...Thrivent Small Cap Stock Fund SUMMARY PROSPECTUS. This Summary Prospectus is designed to provide investors with key information about the Fund in a clear and concise format. Before you invest, you may want to review the Fund’s complete prospectus, which contains more information about the Fund and its risks.18.4838%. Thrivent Opportunity Income Plus Fund. 2.6199%. Thrivent Small Cap Stock Fund. 54.2986%. Box 1b on Form 1099-DIV reports the amount of dividends that may qualify for lower tax rates. The amount shown in Box 1b assumes that the shareholder has met the 61-day holding period required for the dividends to be qualified.Thrivent Small Cap Stock Fund seeks long-term capital growth. This fund looks to provide investors with competitive performance through favorable stock selection while monitoring risk. The Fund typically invests in a combination of small-sized companies across the growth and value spectrums. Growth stocks are companies whose earnings are ...

The Fund defines small-cap companies as those with market capitalizations at or below the market capitalization of the largest company represented in either the Russell 2000 …1y Perf. MissionSquare Small Cap Discovery Fund Class R3. -1.77. MassMutual Small Cap Val Equity Fund Class R3. -1.76. Calvert VP Russell 2000 Small Cap Index Portfolio Class I. -1.75. Nationwide ...$19.53 NAV Change +0.19 (+0.98%) YTD Returns +1.35% Morningstar® Snapshot* AS OF 10/31/2023 Morningstar Category: Small Blend Overall Rating Overall Rating Out of 595 funds Morningstar has awarded this fund 5 stars based on its risk-adjusted performance compared to the 595 funds within its Morningstar Category. How is it determined?Oct 31, 2023 · TSCGX - Thrivent Small Cap Growth S - Review the TSCGX stock price, growth, performance, sustainability and more to help you make the best investments. Thrivent Mutual Funds that received a 4- or 5-Star Overall Morningstar Rating TM (As of 10/31/2023) The Morningstar star rating is a rating given to mutual funds (and other managed products) by the investment research firm Morningstar. The ratings range from one to five stars, with one being the poorest and five being the best.We've got them all in one place with information and instructions to guide you whether you're updating or making changes to your accounts. View forms. Call us at 800-847-4836. Mutual Fund Prospectus & Literature includes prospectuses and supplements, annual reports, fund facts, and other documents related to Thrivent Mutual Funds.Found in a fund's prospectus, these figures show how much an investor would expect to pay in expenses-sales charges and fees assuming a $10,000 investment that grows by 5 percent per year with ...

1y Perf. THRIVENT SMALL CAP STOCK FUND CLASS A- Performance charts including intraday, historical charts and prices and keydata.Investment Objective. The fund seeks to provide long-term capital growth by investing primarily in stocks of small companies.

Holder Shares Date Reported % Out Value; Thrivent Small Cap Stock Fund: 2,102,105: Jul 30, 2023: 5.46%: 15,219,239: Vanguard Total Stock Market Index Fund: 907,059Investment Policy. The Fund seeks long-term capital growth. The Fund invests at least 80% of its assets mainly in equity securities of smaller US companies that have market capitalization ...Mar 28, 2023 · Thrivent Small Cap Stock Fund, Class S ( TSCSX ), was awarded for the category of Best Small-Cap Core Fund over 10-Years (out of 529 funds) also for the period ended Nov. 30, 2022. “We are honored that Thrivent Small Cap Stock Fund and Thrivent Mid Cap Stock Fund were recognized as Refinitiv Lipper Fund Awards Winners in 2023 for the 10-year ... The Fund defines small-cap companies as those with market capitalizations at or below the market capitalization of the largest company represented in either the Russell 2000 Index (approximately $7.9 billion as of December 31, 2022) or the S&P SmallCap 600 Index (approximately $6.3 billion as of December 31, 2022).Mutual Funds Thrivent Small Cap Stock Fund Investment Objective Thrivent Small Cap Stock Fund seeks long-term capital growth. Minimum Investment Non-retirement: $2,000; IRA or tax-deferred: $1,000; Subsequent: $50 Benchmark(s) Any indexes shown are unmanaged and do not reflect the typical costs of investing. Investors cannot invest directly in ...497K 1 d157277d497k.htm THRIVENT SMALL CAP STOCK FUND This Summary Prospectus is designed to provide investors with key fund information in a clear and concise format. Before you invest, you may want to review the Fund’s complete prospectus, which contains more information about the Fund and its risks. You can find the Fund’s …Find the latest Thrivent Small Cap Stock Fund (AASMX) stock quote, history, news and other vital information to help you with your stock trading and investing.0.51 2.59%. Previous Close. $19.67. Thrivent Small Cap Stock Fund;A advanced mutual fund charts by MarketWatch. View AASMX mutual fund data and compare to other funds, stocks and exchanges.The funds were respectively named best Small-Cap Core Fund and Mid-Cap Core Fund over the 10-year performance period. Thrivent Asset Management, LLC is the investment adviser to the funds.S&P MidCap 400® ESG Index is a market-cap-weighted index designed to measure the performance of securities meeting sustainability criteria, while maintaining similar weights as the S&P MidCap 400 Index. Russell 2500TM Index is a market-cap-weighted stock market index featuring US small-and mid-cap stocks. Fund Management & Experience

the broad U.S. large-cap stock market. Fund Lower S&P 500 1.0 Higher Fund 1.05 3 Year 20.88 17.85 5 Year 22.75 18.97 10 Year 17.97 14.96 Equity Characteristics Fund Market Capitalization is a measure of the size of the companies held in the portfolio, calculated by multiplying a company's total outstanding shares by the stock price. S&P 500®§§

Thrivent is a company that sells mutual funds with $29,813M in assets under management. The average expense ratio from all mutual funds is 0.84%. 60.87% of all the mutual funds are no load funds. The oldest fund launched was in 1972. The average manager tenure for all managers at Thrivent is 8.19 years. The company offers investors …

Thrivent Small Cap Growth Fund S 356 & 823 82-3668346 TSCGX 88588R501 Thrivent Small Cap Stock Fund A 24 39-1849355 AASMX 885882571 Thrivent Small Cap Stock Fund S 94 & 809 39-1849355 TSCSX 885882555; Thrivent Funds at a Glance continued; Title: Thrivent Mutual Funds fund tax IDs, ticker symbols, and CUSIPssearch Compare to. Thrivent Small Cap Stock Fund Class S. $26.77. TSCSX0.30%. Thrivent Large Cap Growth Fund Class S. $17.19. THLCX0.00%. Thrivent Large Cap Value Fund Class S. $26.66.Thrivent Small Cap Stock Fund SUMMARY PROSPECTUS. This Summary Prospectus is designed to provide investors with key information about the Fund in a clear and concise format. Before you invest, you may want to review the Fund’s complete prospectus, which contains more information about the Fund and its risks.Thrivent Small Cap Stock A is a U.S. small-blend fund with a Morningstar Medalist rating of Silver. The fund invests in mid-cap companies across various sectors and has a low expense ratio of 1.050%. See the fund's performance, holdings, portfolio, and more.Thrivent Small-Mid Cap ESG ETF strives to invest in companies that generate positive value to stakeholders. ESG investing aims to provide competitive performance. This ETF …Thrivent Small Cap Stock Fund SUMMARY PROSPECTUS. This Summary Prospectus is designed to provide investors with key information about the Fund in a clear and concise format. Before you invest, you may want to review the Fund’s complete prospectus, which contains more information about the Fund and its risks.Found in a fund's prospectus, these figures show how much an investor would expect to pay in expenses-sales charges and fees assuming a $10,000 investment that grows by 5 percent per year with ...Thrivent Small Cap Stock Fund SUMMARY PROSPECTUS. This Summary Prospectus is designed to provide investors with key information about the Fund in a clear and concise format. Before you invest, you may want to review the Fund’s complete prospectus, which contains more information about the Fund and its risks.31 Mar 2022 ... Thrivent Core Small Cap Value (TCFSCV) is an actively managed U.S. Equity Small Value fund. Thrivent Funds launched the fund in 2022. The ...Thrivent Small Cap Stock Fund seeks long-term capital growth. This fund looks to provide investors with competitive performance through favorable stock selection while monitoring risk. The Fund typically invests in a combination of small-sized companies across the growth and value spectrums.Thrivent Small Cap Stock Fund Mutual Funds TSCSX (Class S) • September 29, 2023 Q3 2023 Commentary Management Matthew Finn, CFA VP, Head of Equity Funds Industry: Firm: Fund: 1985 2004 2013 James Tinucci, CFA Senior Portfolio Manager Industry: Firm: Fund: 2008 2014 2015 Katelyn Young, CPA Senior Portfolio Manager Industry: Firm: Fund: 2010 ...

1 New accounts with a minimum investment amount of $50 are offered through the Thrivent Mutual Funds "automatic purchase plan." Otherwise, the minimum initial investment requirement is $2,000 for non-retirement accounts and $1,000 for IRA or tax-deferred accounts, minimum subsequent investment requirement is $50 for all account types. Analyze the Fund Thrivent Small Cap Stock Fund Class S having Symbol TSCSX for type mutual-funds and perform research on other mutual funds. Learn more about mutual funds at fidelity.com.Analyze the Fund Thrivent Small Cap Stock Fund Class A having Symbol AASMX for type mutual-funds and perform research on other mutual funds. Learn more about mutual funds at fidelity.com.Instagram:https://instagram. standard deduction 2024forex trading booksquarter dollar coin 1776 to 1976 valuelincoln continental coach door edition for sale Target allocation. 90% Developed. 10% Emerging. Buy now. Compare Thrivent Large Cap Growth Fund. Equity. Pursues long-term growth by investing in large-cap stocks that may be fast-growing. Risk profile. Conservative Aggressive. ssc securityoptionstrat review Thrivent Small Cap Stock S. 901 Marquette Avenue, Suite 2500. Thrivent Mutual Funds. 8005215308. ... Mr. Finn has served as portfolio manager of Thrivent Large Cap Value Fund since 2004. He was ... flot stock Overview Interactive Chart Performance Holdings Costs & Fees Risk SEE FULL INTERACTIVE CHART About TSCSX The investment seeks long-term capital growth. …1 New accounts with a minimum investment amount of $50 are offered through the Thrivent Mutual Funds "automatic purchase plan." Otherwise, the minimum initial investment requirement is $2,000 for non-retirement accounts and $1,000 for IRA or tax-deferred accounts, minimum subsequent investment requirement is $50 for all account types. Thrivent Small Cap Stock Fund Mutual Funds TSCSX (Class S) • September 29, 2023 Q3 2023 Commentary Management Matthew Finn, CFA VP, Head of Equity Funds Industry: Firm: Fund: 1985 2004 2013 James Tinucci, CFA Senior Portfolio Manager Industry: Firm: Fund: 2008 2014 2015 Katelyn Young, CPA Senior Portfolio Manager Industry: Firm: Fund: 2010 ...