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Insurance > VUL Investment Options >Thrivent Mid Cap Stock Portfolio
Thrivent Mid Cap Stock Portfolio

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

Portfolio Management

Brian J. Flanagan

John E. Hintz

Investment Management Style

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(Chart Guide)

 
Investment Objective
  • Seeks long-term capital growth by investing primarily in common stocks and securities convertible into common stocks of mid-sized companies.
Investment Strategy
  • Disciplined investment process rests on individual, bottom-up stock selection, with an emphasis on company fundamentals versus macro trends and conditions.
  • Concentrates on business and economic fundamentals driven by in-depth research techniques, employing strong stock selection in order to seek better returns relative to the benchmark.
  • Employs a "growth at a reasonable price" approach in identifying mid-cap stocks that appear to be undervalued relative to their future growth prospects.
  • Focuses on the stocks of U.S. companies with market capitalizations similar to the S&P MidCap 400 Index.
Benefits of Investing in the Thrivent Mid Cap Stock Portfolio
  • Mid-cap stocks can provide a stable foundation for your investment portfolio and better balance your risk exposure and return potential.
  • Active management of Portfolio strives for longterm, consistent and competitive performance over the benchmark and peer group.
  • Emphasizes quality research tools and stock selection through experienced portfolio management and research analyst teams.
  • Management adheres to a disciplined blend investment style, avoiding too heavy of a weighting in growth or value styles when one is in favor.
Special Investment Risks
  • Mid-cap stocks offer the potential for long term gains but can be subject to short term price movements. Mid-sized 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. 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.

  Download a prospectus for Thrivent Financial for Lutherans Variable Universal Life Insurance. 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

Variable insurance products, where available, are offered and underwritten by Thrivent Financial for Lutherans, Appleton, WI 54919-0001 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.

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 fund 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 fund which investors should read and consider carefully before investing. To obtain a prospectus, contact a registered representative or visit www.thrivent.com.

 

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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)
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 9:53 AM