Thrivent Mid Cap Stock I
625 Fourth Avenue South Minneapolis MN 55415
Map
Phone: 800-847-4836
| Category: | Mid-Cap Blend | | Fund Family: | Thrivent | | Net Assets: | 217.43M | | Year-to-Date Return: | -37.48% | | Yield: | 0.68% | | Morningstar Rating: |  | | Fund Inception Date: | 29-Dec-97 |
|
Brian J. Flanagan
Lead Manager since
13-Feb-04 | | | Flanagan is a portfolio manager with Thrivent Investment Management, his employer since 1996. He has served as a portfolio manager since 2000. Flanagan 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 |
|
| |
| The investment seeks long-term capital growth. 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 the stocks of mid-sized U.S. companies which have market capitalizations similar to those included in widely known indices such as the S&P Mid-Cap 400 index or the Russell Mid-cap index. |
| Last Dividend
(28-Dec-07):
| 0.08 | | Last Cap Gain
(18-Dec-07):
| 2.37 | | Annual Holdings Turnover
| 188.00% | | Average for Category:
| 91.13% |
|
| Expense | TMSIX | Category
Avg | | Total Expense Ratio: | 0.70%
| 1.35% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.27% | | Max Deferred Sales Load: | 0.00%
| 2.52% | | 3 Yr Expense Projection*: |
$227 | $654 | | 5 Yr Expense Projection*: |
$395 | $1,012 | | 10 Yr Expense Projection*: |
$883 | $1,941 |
|
|
2.63% Nasdaq 0.00%
Profile
