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Investments > Fund Infomation > Thrivent Balanced Fund
Thrivent Balanced Fund

Prospectus & Reports  |  Performance  |  Fund Facts Sheet (PDF, 400K)

Fund Information
Investment Objective
  • Seeks long-term total return through a balance between income and the potential for long-term capital growth by investing in a diversified portfolio of common stocks, bonds and money market instruments.

Investment Strategy

  • Invests in a balanced and weighted mix of stocks, bonds and cash instruments, focusing on stocks with varying market capitalizations similar to those companies included in the Russell 3000 Index and the S&P Supercomposite 1500 Index.
  • Establishes weightings to stocks, bonds and cash by using historical results and expected risks to forecast asset class returns.
  • Equity portion emphasizes a "growth at a reasonable price" approach to security selection, while the fixed-income portion focuses on investing in investment-grade bonds.

Benefits of Investing in the Thrivent Balanced Fund

  • Using extensive in-house research and quantitative analysis, the management team makes tactical shifts to seek an optimal balance between volatility and return.
  • Well-diversified portfolio with exposure to the major components of the equity and fixed-income markets.

Special Investment Risks

  • The Fund is subject to interest-rate risk, prepayment and extension risk, which may result in overall price fluctuations over short or even extended time periods. Large-cap stocks are subject to the basic market risk that a particular security, or securities in general, may decrease in value over short or even extended time periods. These and other risks are described in the Fund’s prospectus.
Portfolio Management

The Thrivent Balanced Fund is managed by a team of investment professionals from Thrivent Asset Management

Investment Management Style

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

Investing in a mutual fund involves risks, including the possible loss of principal. The prospectus contains more complete information on the investment objectives, risks, charges and expenses of the fund which investors should read and consider carefully before investing.

 

Investing in a mutual fund involves risks, including the possible loss of principal. The prospectus contains more complete information on the investment objectives, risks, charges and expenses of the fund which investors should read and consider carefully before investing. To obtain a prospectus contact a registered representative or visit www.thrivent.com.

 

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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 Monday, March 10, 2008 at 3:07 PM