Thrivent Financial for Lutherans

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Insurance > VUL Investment Options > Thrivent Balanced Portfolio
Thrivent Balanced Portfolio
(formerly Balanced Portfolio)

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

Portfolio Management

Steven Lee

Kevin Brimmer

Investment Management Style

EQUITY - (Chart Guide)

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FIXED-INCOME - (Chart Guide)

Investment Objective
Seeks long-term total return through a balance between income and the potential for long-term capital growth by investing in a mix of common stocks, bonds and money market instruments.
Investment Strategy
Invests in a balanced and weighted mix of stocks, bonds and cash instruments while incorporating the investment strategies of the Thrivent Large Cap Index, the Thrivent Bond Index Portfolio and the Thrivent Money Market Portfolio. Establishes weightings to stocks, bonds and cash by using historical results and expected risks to forecast asset class returns. Attempts to replace the changes that may occur in the Indexes, though such changes may result in slight variations from time to time.
Benefits of Investing in the Thrivent Balanced Portfolio
In-house research and quantitative analysis allow the management team to make tactical shifts to maintain an optimal balance between volatility and return. Well-diversified portfolio with exposure to the major components of the equity and fixed-income markets. Instant access to Thrivent Investment Management’s key index portfolios—for both equity and fixed income. Approximates the performance of the S&P 500 Index and Lehman Aggregate Bond Index, the most widely cited equity and bond indexes in the industry. 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.
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. Large-cap stocks are subject to the basic market risk in that a particular security, or securities in general, may decrease in value over short or even extended time periods. These and other risks are described in the prospectus. Investing in a variable universal life insurance 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 universal life insurance contract and underlying investment options which investors should read and consider carefully before investing. Investing in a variable insurance product 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 universal life insurance 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 $1,000 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 universal life insurance 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.