Retirement >
Articles & Resources >
Generating Income in Retirement
Generating Income in Retirement
To match retirees’ and baby boomers’ needs for longer-term funding, Thrivent Investment Management has launched the Thrivent Diversified Income Plus Fund, which seeks to generate a relatively high current income stream, reduce volatility and provide the potential for market growth. The fund incorporates many of the most important income-producing asset classes into one investment option, including high-yield bonds, dividend-paying stocks, real estate investment trust equities and investment-grade bonds. It also employs an active management approach, which means the asset classes that make up the fund are continually evaluated to determine whether they are still appropriate based on the current market outlook.
“The fund is a simple solution, but backed by a sophisticated approach,” says Russell Swansen, senior vice president and chief investment officer at Thrivent Financial. ”It’s actively monitored and adjusted as needed based on changing market conditions to optimize the opportunity for growth.”
The Thrivent Diversified Income Plus Fund is designed to help investors achieve three primary goals. The first is to generate a relatively high income stream that keeps pace with inflation. Second, the fund aims to reduce volatility through portfolio diversification and periodic reallocation. The third goal is to grow principal over time by actively managing an optimal mix of asset classes—including equities, which help protect against inflation and provide long-term growth prospects.
For more information, talk to your Thrivent Financial representative. As a registered representative of Thrivent Investment Management, he or she will work with you to assess your current financial situation, your long-term goals and risk comfort level. Contact information for your financial representative can be found on the back page of this magazine.
Investing in a mutual fund involves risks, including the possible loss of principal. The prospectus, which investors should read and consider carefully before investing, contains more complete information on the investment objectives, risks, charges and expenses of the investment company. To obtain a prospectus, contact a registered representative or visit www.thrivent.com. Risks: The Fund’s performance depends on the portfolio manager’s skill in determining the strategic asset allocation classes. Stocks and bonds can decline due to adverse issuer, market, regulatory or economic developments. These and other risks are described in the Fund’s prospectus.
Learn more about this fund at www.thrivent.com/investments.
|