Thrivent Income B
625 Fourth Ave South Minneapolis MN 55415
Map
Phone: 800-847-4836
| Category: | Intermediate-Term Bond | | Fund Family: | Thrivent | | Net Assets: | 2.40M | | Year-to-Date Return: | -15.05% | | Yield: | 5.17% | | Morningstar Rating: |  | | Fund Inception Date: | 31-Oct-97 |
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Paul Ocenasek
Lead Manager since
29-Feb-08 | | | Ocenasek has been with Thrivent Financial since 1987 and has been a portfolio manager since 1997. Ocenasek holds the Chartered Financial Analyst designation. |
| 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 high current income while preserving principal; long-term growth of capital is secondary. The fund normally invests at least 65% of assets in debt securities or preferred stock at least in the Baa major rating category by Moody's or at least in the BBB major rating category by S&P or unrated securities considered to be of comparable quality by the adviser. It may also invest in high-yield, high-risk bonds, notes, debentures and other debt obligations or preferred stock commonly known as junk bonds. |
| Last Dividend
(31-Oct-08):
| 0.03 | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 236.00% | | Average for Category:
| 198.25% |
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| Expense | LUIBX | Category
Avg | | Total Expense Ratio: | 1.63%
| 0.97% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 4.19% | | Max Deferred Sales Load: | 5.00%
| 2.69% | | 3 Yr Expense Projection*: |
$934 | $464 | | 5 Yr Expense Projection*: |
$1,188 | $718 | | 10 Yr Expense Projection*: |
$1,609 | $1,431 |
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