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Insurance > VUL Investment Options > Thrivent Partner Small Cap Value Portfolio
Thrivent Partner Small Cap Value Portfolio

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

Investment Subadviser

T Rowe Price

Portfolio Management

Preston Athey

Investment Management Style

Style Box

(Chart Guide)

 
Investment Objective
  • To seek long-term growth of capital by investing primarily in a diversified portfolio of small company common stocks and securities convertible into small company common stocks.
Investment Strategy
  • Focuses on the stocks of smaller companies with market capitalizations within or below those included in the Russell 2000 Value Index.
  • Identifies smaller-company stocks that appear to be undervalued or temporarily out-of-favor, but possess solid prospects for long-term capital appreciation.
Benefits of Investing in the Thrivent Partner Small Cap Value Portfolio
  • Additional diversification opportunities for your investment portfolio through exposure to a wide array of up-and-coming undervalued companies.
  • Application of the value investment style to the small-cap stock universe helps to create new growth opportunities for investors.
  • Historically higher return potential with less risk than small-cap growth stocks.
  • T. Rowe Price has grown to become one of the leading investment management firms in the world through their commitment to investment management excellence.
Special Investment Risks
  • The Portfolio is exposed to the risks of investing in equity securities of smaller companies. Small company stock prices are generally more volatile than large company stock prices. Value portfolios are subject to style risk in that value investing may fall out of favor with investors. 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. 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 9:23 AM