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Thrivent Moderate Allocation A (THMAX)

16.38 0.00 (0.00%)
At close: 8:00 PM EDT
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DELL
  • Previous Close 16.38
  • YTD Return 13.13%
  • Expense Ratio 1.03%
  • Category Allocation--50% to 70% Equity
  • Last Cap Gain 7.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 3.84B
  • Beta (5Y Monthly) 1.01
  • Yield 1.95%
  • 5y Average Return --
  • Holdings Turnover 41.00%
  • Last Dividend 0.18
  • Inception Date Jun 30, 2005

The fund pursues its objective by investing in a combination of other funds managed by the Adviser and directly held financial instruments. It is designed for investors who seek moderate long-term capital growth with reasonable stability of principal and are comfortable with moderate levels of risk and volatility. The fund allocates 45%-85% of its assets in equity securities, and 15%-55% in debt securities.

Thrivent Funds

Fund Family

Allocation--50% to 70% Equity

Fund Category

3.84B

Net Assets

2005-06-30

Inception Date

Performance Overview: THMAX

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Trailing returns as of 10/31/2024. Category is Allocation--50% to 70% Equity.

YTD Return

THMAX
13.13%
Category
9.69%
?

1-Year Return

THMAX
23.54%
Category
27.06%
?

3-Year Return

THMAX
4.48%
Category
11.00%
?

5-Year Return

THMAX
7.73%
Category
10.26%
?

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Holdings: THMAX

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Top 7 Holdings (38.10% of Total Assets)

SymbolCompany% Assets
THLCX
Thrivent Large Cap Growth S 10.74%
TLVIX
Thrivent Large Cap Value S 9.75%
TMSIX
Thrivent Mid Cap Stock S 5.36%
TWAIX
Thrivent International Allocation Fund 4.17%
LBIIX
Thrivent Income S 3.61%
IILGX
Thrivent Global Stock S 2.43%
THLIX
Thrivent Limited Maturity Bond S 2.05%

Sector Weightings

Recent News: THMAX

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Research Reports: THMAX

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