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Investments > Fund Infomation > Thrivent Moderately Conservative Allocation Fund
Thrivent Moderately Conservative Allocation Fund

Prospectus & Reports  |  Performance  |  Fund Facts Sheet (PDF, 400K)

Fund Information

Investment Objective
  • Seeks long-term capital growth while providing reasonable stability of principal by implementing an asset allocation strategy.

Investment Strategy

  • The Fund is a “fund of funds,” meaning that it invests primarily in other Thrivent mutual funds rather than directly in specific securities. The Fund will generally invest in underlying funds that invest in a balance of debt an equity securities.

Benefits of Investing in the Thrivent Moderately Conservative Allocation Fund

  • Instant diversification through multiple portfolios, managers, asset classes and styles.
  • Strategic asset allocation and periodic reallocation that leverages the knowledge of the Thrivent Investment Strategy Committee.

Special Investment Risks

  • The Fund’s performance depends on the portfolio manager’s skill in determining the strategic asset class allocations, the mix of underlying Thrivent funds, as well as the performance of those underlying funds. The underlying funds’ performance may be lower than the performance of the asset class that they were selected to represent. Stocks and bonds can decline due to adverse issuer, market, regulatory or economic developments. These and other risks are described in the Fund’s prospectus.
Portfolio Management

Russ Swansen, CIO
David Francis, Head of Equities

Mark Simenstad, Head of Fixed Income

 

For additional information, contact the Investment Interaction Center at (800) 847-4836.

Investing in a mutual fund 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 mutual fund 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)
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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.

©1995-2008 Thrivent Financial for Lutherans

This document was last updated on Wednesday, March 5, 2008 at 3:50 PM