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Annuities > Variable Annuity Investment Options > Thrivent Small Cap Stock Portfolio
Thrivent Small Cap Stock Portfolio

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

Portfolio Management

David Maule

Investment Management Style

Style Box

(Chart Guide)

 
Investment Objective
  • Seeks long-term capital growth by investing primarily in small company common stocks and securities convertible into small company common stocks.
Investment Strategy
  • Invests in stocks of smaller companies with market capitalizations similar to those included in the S&P 600 Index and the Russell 2000 Index.
  • Invests in small companies that have good growth prospects, capable management and are financially sound.
Benefits of Investing in the Thrivent Small Cap Stock Portfolio
  • Broadly diversified Portfolio represents the small company universe, providing an attractive mix of both growth- and value-oriented stocks.
  • History has proven that small-caps produced the highest returns over longer periods of time compared to all other asset classes.*
  • Small-cap stocks take advantage of the opportunities within an inefficient market for long-term capital growth.
  • Backed by strong research, the Portfolio strives to outperform the S&P 600 SmallCap Index and peers with superior stock selection.
Special Investment Risks
  • The Portfolio is exposed to the risks of investing in equity securities of smaller companies, which may include, but are not limited to, higher credit risks such as defaulted debt, bankruptcy, mergers, reorganizations and liquidations. Small company stock prices are generally more volatile than large company stock prices. 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.
 

Equity and Balanced Portfolio Investment Options

 

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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 10:43 AM