Thrivent Diversified Income Plus I 625 Fourth Avenue South Minneapolis MN 55415 Map
Phone: 800-847-4836
| Category: | Conservative Allocation | | Fund Family: | Thrivent | | Net Assets: | 4.50M | | Year-to-Date Return: | -20.48% | | Yield: | 7.20% | | Morningstar Rating: |  | | Fund Inception Date: | 29-Dec-97 |
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Kevin R. Brimmer
Lead Manager since
28-Feb-07 | | | 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: | $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 to maximize income while maintaining prospects for capital appreciation. The fund normally invests in a portfolio of debt and equity securities. Such securities may include high-yield, high-risk bonds, notes, debentures and other debt obligations commonly known as junk bonds. At the time of purchase these securities are rated below investment-grade, that is, within or below the BB major rating category by S&P or the Ba major rating category by Moody's or are unrated but considered to be of comparable quality. It may invest in debt securities of any maturity. |
| Last Dividend
(31-Oct-08):
| 0.03 | | Last Cap Gain
(15-Dec-98):
| 0.06 | | Annual Holdings Turnover
| 171.00% | | Average for Category:
| 56.23% |
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| Expense | THYFX | Category Avg | | Total Expense Ratio: | 0.51%
| 0.92% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.01% | | Max Deferred Sales Load: | 0.00%
| 2.69% | | 3 Yr Expense Projection*: |
$224 | $695 | | 5 Yr Expense Projection*: |
$390 | $1,059 | | 10 Yr Expense Projection*: |
$871 | $2,050 |
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