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Investments > Fund Infomation > Thrivent Partner Small Cap Value Fund
Thrivent Partner Small Cap Value Fund

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

Fund Information

Investment Objective
  • Seeks long-term capital appreciation 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 Fund

  • T. Rowe Price is one of the leading investment management firms in the world through their commitment to investment management excellence.
  • Historically high return potential with less risk than small-cap growth stocks.

Special Investment Risks

  • The Fund 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 funds are subject to style risk in that value investing may fall out of favor with investors. These and other risks are described in the Fund’s prospectus.

Investment Subadviser

T Rowe Price

Portfolio Management

Preston Athey

Investment Management Style

Style Box

(Chart Guide)

 

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)
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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