Thrivent Balanced B
625 Fourth Avenue South Minneapolis MN 55415
Map
Phone: 800-847-4836
| Category: | Moderate Allocation | | Fund Family: | Thrivent | | Net Assets: | 2.63M | | Year-to-Date Return: | -27.42% | | Yield: | 1.06% | | Morningstar Rating: |  | | Fund Inception Date: | 29-Dec-97 |
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Gregory R. Anderson
Lead Manager since
30-Dec-05 | | | Anderson has been has been with Thrivent Financial since 1997 and has served as a portfolio manager since 2000. Anderson holds the chartered Financial Analyst and Certified Public Accountant designations. |
| 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 long-term total return through a balance between income and the potential for long-term capital growth by investing primarily in a diversified portfolio of common stocks, bonds and money market instruments. The fund is authorized to invest anywhere between 35% to 75% of assets in common stocks, 25% to 50% in fixed-income securities, and up to 40% in money market instruments. |
| Last Dividend
(30-Sep-08):
| 0.02 | | Last Cap Gain
(18-Dec-07):
| 0.84 | | Annual Holdings Turnover
| 176.00% | | Average for Category:
| 72.64% |
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| Expense | BBBFX | Category
Avg | | Total Expense Ratio: | 2.06%
| 1.09% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.27% | | Max Deferred Sales Load: | 5.00%
| 2.72% | | 3 Yr Expense Projection*: |
$958 | $623 | | 5 Yr Expense Projection*: |
$1,229 | $941 | | 10 Yr Expense Projection*: |
$1,822 | $1,840 |
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1.83% Nasdaq 0.00%
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