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Annuities > Variable Annuity Investment Options > Thrivent Diversified Income Plus Portfolio
Thrivent Diversified Income Plus Portfolio

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

Portfolio Management

Mark Simenstad, CFA - Head of Fixed Income Mutual Funds

Paul J. Ocenasek, CFA - Senior Portfolio Manager

Kevin R. Brimmer, FSA - Equity Quantitative Research Analyst

David R. Spangler, CFA - Equity Quantitative Research Analyst

 
Investment Objective
  • Seeks to maximize income while maintaining prospects for capital appreciation by investing primarily in a diversified portfolio of income-producing securities.
Investment Strategy
  • Employs a tactical well-diversified income oriented strategy
Benefits of Investing in the Thrivent Diversified Income Plus Portfolio: 
  • Generate ongoing income:  complements current retirement plan with the goal of providing a dependable and steady income stream
  • Preserve capital:  helps mitigate risk and reduce volatility through portfolio diversification and periodic reallocation
  • Grow principal:  offers potential to grow principal through active management of an optimal mix of asset classes, including exposure to equities, which helps protect against inflation.
Special Investment Risks
  • The Portfolio’s performance depends on the portfolio manager’s skill in determining the strategic asset class allocations. Stocks  and bonds can decline due to adverse issuer, market, regulatory or economic developments. These and other risks are described in the Portfolio’s prospectus.
   
Investment Minimums
  • All initial and subsequent investment minimums exist at the contract level. Most subaccounts carry no investment minimums. The minimum Fixed Period Allocation is $1,000. The minimum allocation to a Return Protection (RP) subaccount is $10,000. See the Prospectus for additional information.
 

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

  Download a prospectus for the Thrivent Financial for Lutherans Variable Annuity. The prospectus contains more complete information on charges and expenses. You should read the prospectus carefully before you invest or send money.
 

Fixed Income Portfolio Investment Options

 

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Minneapolis, MN 55415-1624 USA
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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.

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This document was last updated on Tuesday, April 29, 2008 at 10:42 AM