Thrivent Small Cap Index A 625 Fourth Avenue South Minneapolis MN 55415 Map
Phone: 800-847-4836
| Category: | Small Blend | | Fund Family: | Thrivent | | Net Assets: | 26.28M | | Year-to-Date Return: | -26.83% | | Yield: | 0.43% | | Morningstar Rating: |  | | Fund Inception Date: | 30-Jun-00 |
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Kevin R. Brimmer
Lead Manager since
01-Jan-02 | | | Brimmer has served as portfolio manager since 2002. He has been with Thrivent since 1985 and previously managed its asset liability management department. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $500 | | Min Initial Investment, AIP: | $1,000 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $50 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks capital growth that tracks the performance of the S&P Small-Cap 600 index. The fund normally invests more than 80% of net assets in small company common stocks included in the S&P Small-Cap 600 index in the proportions in which they are represented in the index. The S&P Small-Cap 600 index is a capitalization-weighted index comprised of 600 domestic small capitalization stocks chosen for market size, liquidity, and industry representation. |
| Last Dividend
(28-Dec-07):
| 0.05 | | Last Cap Gain
(18-Dec-07):
| 1.84 | | Annual Holdings Turnover
| 17.00% | | Average for Category:
| 94.90% |
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| Expense | AALSX | Category Avg | | Total Expense Ratio: | 0.95%
| 1.39% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 5.50%
| 5.25% | | Max Deferred Sales Load: | 0.00%
| 2.60% | | 3 Yr Expense Projection*: |
$862 | $588 | | 5 Yr Expense Projection*: |
$1,101 | $963 | | 10 Yr Expense Projection*: |
$1,784 | $1,924 |
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