Thrivent Partner Small Cap Value B 625 Fourth Avenue South Minneapolis MN 55415 Map
Phone: 800-847-4836
| Category: | Small Blend | | Fund Family: | Thrivent | | Net Assets: | 1.25M | | Year-to-Date Return: | -22.96% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 17-Jul-01 |
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Preston G. Athey
Lead Manager since
28-May-03 | | | Athey has been chairman of the Portfolios committee since2001,joined T. Rowe Price in 1978 and has been managing investments since 1982. |
| 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 capital appreciation. The fund normally invests at least 80% of net assets (plus the amount of any borrowing for investment purposes) in securities of small companies. The fund's sub-adviser focuses mainly on the securities of smaller U.S. companies with market capitalizations at time of purchase that are within or below the range of companies included in the Russell 2000 Index. It primarily invests in a diversified portfolio of small company common stocks. |
| Last Dividend
| N/A | | Last Cap Gain
(18-Dec-07):
| 1.22 | | Annual Holdings Turnover
| 34.00% | | Average for Category:
| 94.90% |
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| Expense | BBSVX | Category Avg | | Total Expense Ratio: | 2.20%
| 1.39% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.25% | | Max Deferred Sales Load: | 5.00%
| 2.60% | | 3 Yr Expense Projection*: |
$1,048 | $588 | | 5 Yr Expense Projection*: |
$1,380 | $963 | | 10 Yr Expense Projection*: |
$2,175 | $1,924 |
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