Thrivent Partner Worldwide Allocation I 625 Fourth Avenue South Minneapolis MN 55415 Map
Phone: 800-847-4836
| Category: | Foreign Large Growth | | Fund Family: | Thrivent | | Net Assets: | 46.96M | | Year-to-Date Return: | N/A | | Yield: | % | | Morningstar Rating: | N/A | | Fund Inception Date: | 29-Feb-08 |
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James E. Chaney
Lead Manager since
29-Feb-08 | | | Chaney is a president and general partner of Mercator. He began his investment career in 1985 as Vice President of International Equities at General Electric Investments. In 1991, he joined Templeton Investment Counsel and became an Executive Vice President. In 1996, he joined Hansberger Global Investors and, until joining Mercator, was Chief Investment Officer.He is a member of the CFA Institute, the Investment Adviser Association, and the South Florida Financial Analysts Society. |
| 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 |
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| The investment seeks long-term capital growth. The fund invests primarily in equity and debt securities of issuers throughout the world. It diversifies the portfolio broadly among developed and emerging countries (possibly including the U.S.) and among multiple asset classes. The fund allocates among the broad asset classes as: 15-45% in International large-cap growth; 15-45% in International large-cap value; 0-30% in Emerging-markets equity; 0-30% in Emerging-markets debt; 0-30% in International small- and mid-cap equities; 0-20% in U.S. securities. |
| Last Dividend
| N/A | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| N/A | | Average for Category:
| 81.27% |
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| Expense | TWAIX | Category Avg | | Total Expense Ratio: | %
| 1.54% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.44% | | Max Deferred Sales Load: | 0.00%
| 2.53% | | 3 Yr Expense Projection*: |
$369 | $730 | | 5 Yr Expense Projection*: |
$N/A | $1,143 | | 10 Yr Expense Projection*: |
$N/A | $2,227 |
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