Thrivent Partner Mid Cap Value A
625 Fourth Avenue South Minneapolis MN 55415
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Phone: 800-847-4836
| Category: | Mid-Cap Value | | Fund Family: | Thrivent | | Net Assets: | 7.37M | | Year-to-Date Return: | -32.39% | | Yield: | 0.99% | | Morningstar Rating: |  | | Fund Inception Date: | 30-Jun-05 |
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Dolores Snyder Bamford
Lead Manager since
30-Jun-05 | | | Bamford is a portfolio manager for the US Value Team, where she has broad research responsibilities across the value portfolios. Prior to her arrival at Goldman Sachs Asset Management in 2002, she was a portfolio manager at Putnam Investments for various products since 1992. While at Putnam she was a portfolio manager for a variety of Funds. She has 19 years of industry experience. |
| 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 to achieve long-term growth of capital. The fund normally invests at least 80% of net assets (plus the amount of any borrowings for investment purposes) in a diversified portfolio of equity investments in mid-cap issuers with public stock market capitalizations (based upon shares available for trading on an unrestricted basis) within the range of the market capitalization of companies constituting the Russell Mid-cap Value index at the time of investment. |
| Last Dividend
(28-Dec-07):
| 0.08 | | Last Cap Gain
(18-Dec-07):
| 0.64 | | Annual Holdings Turnover
| 96.00% | | Average for Category:
| 82.28% |
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| Expense | TPMAX | Category
Avg | | Total Expense Ratio: | 0.95%
| 1.37% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 5.50%
| 5.45% | | Max Deferred Sales Load: | 0.00%
| 2.51% | | 3 Yr Expense Projection*: |
$971 | $635 | | 5 Yr Expense Projection*: |
$1,293 | $955 | | 10 Yr Expense Projection*: |
$2,203 | $1,917 |
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2.63% Nasdaq 0.00%
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