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Annuities > Variable Annuity Investment Options > Thrivent Limited Maturity Bond Portfolio
Thrivent Limited Maturity Bond Portfolio

Prospectus | Performance | Portfolio Focus Sheet (PDF, 400K)

Portfolio Management

Michael G. Landreville

Investment Management Style

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(Chart Guide)

 
Investment Objective
  • Seeks a high level of current income consistent with stability of principal.
Investment Strategy
  • Invests primarily in bonds rated in at least the Baa category as defined by Moody’s, and that have an average maturity of one to five years.
  • Focuses on investment-grade corporate bonds, but may invest in government, municipal, asset-backed and mortgage-backed securities to a lesser extent as well as make small tactical shifts into higher-quality, higher-yielding fixed-income securities.
Benefits of Investing in the Thrivent Limited Maturity Bond Portfolio
  • Over half of the Portfolio is invested in the highest quality Aaa-rated bonds.
  • Well-diversified Portfolio with exposure to all the main components of the fixed-income market.
  • The ability to invest in high-yield securities provides additional diversification that can help reduce overall portfolio volatility.
Special Investment Risks
  • The Portfolio is subject to interest rate risk, credit risk related to a company’s underlying financial position and prepayment and extension risk which may result in overall price fluctuations over short or even extended time periods. These and other risks are described in the prospectus.
  • Investing in a variable annuity contract involves risks, including the possible loss of principal. The prospectus contains more complete information on the investment objectives, risks, charges and expenses of the variable annuity contract and underlying investment options which investors should read and consider carefully before investing.
  • Investing in a variable annuity contract involves risks, including the possible loss of principal. The prospectus contains more complete information on the investment objectives, risks, charges and expenses of the variable annuity contract and underlying investment options which investors should read and consider carefully before investing. To obtain a prospectus, contact a registered representative or visit www.thrivent.com.
Investment Minimums
  • All initial and subsequent investment minimums exist at the contract level. Most subaccounts carry no investment minimums. A minimum of $10,000 is required if you choose to use the DCA (Dollar Cost Averaging) Fixed Account to fund periodic investments to other subaccounts. See the Prospectus for additional information.

For additional information, contact the Investment Interaction Center at (800) 847-4836.

The variable annuity contract is issued by Thrivent Financial for Lutherans, 625 Fourth Ave. S., Minneapolis, MN 55415-1665 and distributed by Thrivent Investment Management Inc., 625 Fourth Ave. S., Minneapolis, MN 55415-1665, 800-THRIVENT (800-847-4836), a wholly-owned subsidiary of Thrivent Financial for Lutherans. Member FINRA. Member SIPC.

 

Fixed Income Portfolio Investment Options

 

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Appleton Office:
4321 N. Ballard Road
Appleton, WI 54919-0001 USA
800-THRIVENT
(800-847-4836)
E-mail: mail@thrivent.com

Minneapolis Office:
625 Fourth Avenue S.
Minneapolis, MN 55415-1624 USA
800-THRIVENT
(800-847-4836)
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Thrivent Financial for Lutherans, Appleton, WI 54919-0001, is authorized to conduct business in all 50 states and the District of Columbia. NAIC # 2938-56014. Products issued by Thrivent Financial for Lutherans are available to applicants who meet membership, insurability, U.S. citizenship and residency requirements. Not all products described are available in all states. Thrivent Financial representatives are licensed insurance agents. Insurance and retirement products, where available, are individual contracts, (not group coverage), and issued by Thrivent Financial for Lutherans. Investment products are offered through Thrivent Investment Management Inc., 625 Fourth Ave. S., Minneapolis, MN 55415-1665, a wholly owned subsidiary of Thrivent Financial for Lutherans. Member FINRA. Member SIPC. Thrivent Financial representatives are registered representatives of Thrivent Investment Management Inc.

Bank products and trust services are offered through Thrivent Financial Bank, 2000 E. Milestone Dr., Appleton, WI 54919-0006 (Member FDIC, Equal Housing Lender), a wholly owned subsidiary of Thrivent Financial for Lutherans. Insurance, investment products, securities, trust, and investment management services and accounts are not deposits, are not FDIC insured, are not insured by any federal government agency, and are not guaranteed by Thrivent Financial Bank. Variable insurance contracts, investment products, trust, and investment management accounts may go down in value.
©1995-2008 Thrivent Financial for Lutherans

This document was last updated on Thursday, May 15, 2008 at 2:47 PM