Thrivent Mid Cap Growth Inst 625 Fourth Ave South Minneapolis MN 55415 Map
Phone: 800-847-4836
| Category: | Mid-Cap Growth | | Fund Family: | Thrivent | | Net Assets: | 45.19M | | Year-to-Date Return: | -36.24% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 31-Oct-97 |
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Andrea J. Thomas
Lead Manager since
01-Jan-03 | | | Thomas has been with Thrivent Investment Management since 1987 and served as an associate portfolio manager from 1997 to 2002. Thomas holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $50,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $500,000 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks long-term growth of capital. The fund normally invests at least 80% of net assets (plus the amount of any borrowing for investment purposes) in mid-sized company stocks. It focuses mainly on stocks of mid-sized U.S. companies which have market capitalizations similar to those companies included in widely known mid-cap indices such as the Russell Mid-cap Growth index or the S&P Mid-Cap 400/Citigroup Growth index at the time of the investment. |
| Last Dividend
(26-Dec-97):
| 0.37 | | Last Cap Gain
(18-Dec-07):
| 2.23 | | Annual Holdings Turnover
| 84.00% | | Average for Category:
| 118.51% |
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| Expense | LBMIX | Category Avg | | Total Expense Ratio: | 0.46%
| 1.49% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.36% | | Max Deferred Sales Load: | 0.00%
| 2.66% | | 3 Yr Expense Projection*: |
$154 | $697 | | 5 Yr Expense Projection*: |
$269 | $1,075 | | 10 Yr Expense Projection*: |
$604 | $2,114 |
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