Thrivent Small Cap Stock I
625 Fourth Avenue South Minneapolis MN 55415
Map
Phone: 800-847-4836
| Category: | Small Growth | | Fund Family: | Thrivent | | Net Assets: | 106.68M | | Year-to-Date Return: | -32.84% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 29-Dec-97 |
|
David A. Maule
Lead Manager since
31-Dec-04 | | | Maule is a portfolio manager with Thrivent Asset Management, his employer since 1998. Prior to serving as associate portfolio manager, he served as a senior equity research analyst for the firm since 2002. |
| Min Initial Investment: | $500,000 | | 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 securities of small companies. The Adviser focuses mainly in the securities of smaller U.S. companies which have market capitalizations similar to those companies included in widely known indices such as the S&P SmallCap 600 index or the Russell 2000 index. It primarily invests in common stocks. |
| Last Dividend
| N/A | | Last Cap Gain
(18-Dec-07):
| 2.32 | | Annual Holdings Turnover
| 112.00% | | Average for Category:
| 115.78% |
|
| Expense | TSCSX | Category
Avg | | Total Expense Ratio: | 0.71%
| 1.59% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.39% | | Max Deferred Sales Load: | 0.00%
| 2.66% | | 3 Yr Expense Projection*: |
$237 | $680 | | 5 Yr Expense Projection*: |
$411 | $1,078 | | 10 Yr Expense Projection*: |
$918 | $2,142 |
|
|
2.63% Nasdaq 0.00%
Profile
