Thrivent Financial for Lutherans Logo
Contact Us | Site Help | Corporate News | Become a Member 
Free Offers | Chapter Web Sites | Locate Your Financial Representative

 
HomeYour AccountsAnnuitiesInsuranceInvestmentsBankRetirementPlanning: Tools & ServicesAbout UsFraternal ProgramsMembers/ChaptersCareer Center
 Thrivent Builds | The Store | Lutherans Online | Lutheran Heritage | Church Loan Program | Thrivent Magazine | Foundations | Thrivent Financial Fitness Club

  Annuities by Life Event
  Deferred Fixed Annuities
  Immediate Annuities
  Flexible Premium Deferred Variable Annuity
  Variable Annuity Investment Options
  Variable Annuity Portfolio Focus
  Variable Annuity Prospectuses & Reports
  Variable Annuity Daily Values & Performance
  Death Claim Information
  Education Center
  Insurance & Investments Glossary

 

 
 
   Page Settings
 Adjust Text Size:
A A A A
Printer Friendly

 

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

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

Portfolio Management

Michael G. Landreville

Investment Management Style

Style Box

(Chart Guide)

 
Investment Objective
  • To achieve a high level of income over the longer term while providing reasonable safety of capital, through investment primarily in readily marketable intermediate- and long-term fixed-income securities.
Investment Strategy
  • Invests primarily in intermediate- and long-term investment grade corporate bonds or preferred stock, rated at least Baa by Moody’s, with an average credit rating of A.
  • Makes tactical shifts into higher quality high yield bonds to provide added diversification and a potentially higher return.
  • Tends to have a longer weighted average maturity and lower average credit quality than the Thrivent Bond Index Portfolio.
Benefits of Investing in the Thrivent Income Portfolio
  • Well-diversified portfolio with exposure to all the main components of the fixed-income market.
  • Focus on bonds with longer maturities and lower credit ratings can lead to greater return opportunities and greater diversification of an overall portfolio.
  • Extensive in-house credit research and quantitative analysis lead to effective application of risk controls and prudent sector-allocation management.
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.
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

 

   HOME | Site Map | Site Tour | Privacy Policy | Business Continuity Information | What's New On The Web Site | Contact Us | RSS Feeds | Top of Page

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)
Dalbar Seal of Excellence

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 Tuesday, April 29, 2008 at 10:42 AM