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Annuities > Variable Annuity Investment Options > Thrivent Bond Index Portfolio
Thrivent Bond Index Portfolio

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

Portfolio Management

Steven Lee

Investment Management Style

Style Box

(Chart Guide)

 
 
Investment Objective
  • Strives for investment results similar to the total return of the Lehman Aggregate Bond Index by investing primarily in bonds and other debt securities included in the Index.
Investment Strategy
  • Invests primarily in a representative sample of the fixed-income securities that comprise the Lehman Aggregate Bond Index, including U.S. Treasury and government agency securities, mortgage-related securities, corporate bonds, and asset-backed and commercial mortgage-backed securities.
  • Allocates approximately one-third of Portfolio assets to mortgage-related securities, and also invests in larger issues that are of investment-grade quality with a maturity of more than one year.
Benefits of Investing in the Thrivent Bond Index Portfolio
  • Nearly 70% of assets invested in US Treasury and government agency securities (very high quality), and no exposure to the more volatile high-yield sector or convertible securities.
  • Exposure to major components of the fixed-income market.
  • Approximates the performance of the Lehman Aggregate Bond Index.
Special Investment Risks
  • The Portfolio is subject to interest rate risk, prepayment and extension risk which may result in overall price fluctuations over short or even extended time periods. While the fund attempts to closely track the Lehman Aggregate Bond Index, it does not duplicate the composition of the index. Individuals may not invest directly in any index. Index portfolios are subject to the same market risks associated with the stocks in their respective indexes. 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