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Thrivent Mutual Funds earns Best Overall Small Fund Family
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Best Overall Small Fund Family – third year in a row
For the third year in a row, Thrivent Mutual Funds was awarded the Best Overall Small Fund Family.1
Best Mid-Cap Core Fund – 5-year and 10-year periods
Thrivent Mid-Cap Stock Fund – Class S (TMSIX) received two notable awards: the Best Mid-Cap Core Fund Award for 5-year and 10-year periods, surpassing 290 and 196 competitor funds in each category.2
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1 The Lipper Awards for Best Overall Small Fund Family are based on a review of 30 fund families (2018), 32 fund families (2017) and 27 fund families (2016). Winners are selected based on risk-adjusted performance for the three-year period ending November 11, 2017. The designation is awarded to U.S. region funds only.
Overall Group Award Methodology: Overall Group Awards are given to the best large and best small fund families separately. Small fund family groups need to have at least three distinct portfolios in each of the equity, bond and mixed-asset class groups to qualify for the Overall Group award. For the 2018 Thomson Reuters Lipper Fund Awards (based on three-year period ending 11/30/2017), a small fund family is defined as having assets of $75.3 billion or less. For the 2017 Thomson Reuters Lipper Fund Awards (based on three-year period ending 11/30/2016), a small fund family was defined as having assets of $63.5 billion or less. For the 2016 Award (based on three-year period ending 11/30/2015) it was defined as assets of $57.7 billion or less. Money Market assets are excluded. The Overall Group award is given to the fund family with the lowest weighted average decile ranking of its respective asset class results based on the Consistent Return (Effective Return) value of the eligible funds per asset class. In cases of identical results, the lower average percentile rank will determine the winner. Sales charges are not taken into consideration. Some Thrivent Mutual Funds may have had fee waivers in effect. If they hadn’t been in effect performance would have been lower. See ThriventFunds.com or the Prospectus for current waiver information.
2 Fund award methodology: The highest Lipper Leader for Consistent Return (Effective Return) value within each eligible classification determines the fund classification winner over three, five or 10 years. Sales charges are not taken into consideration. Class S shares for this Fund have no sales charges.
From Thomson Reuters Lipper Awards, ©2018 Thomson Reuters. All rights reserved. Used by permission and protected by the Copyright Laws of the United States. The printing, copying, redistribution or retransmission of this Content without express written permission is prohibited.
All data represents past performance. Past performance does not guarantee future results. The investment return and principal value of the investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than the original cost. Current performance may be lower or higher than the performance data quoted. See performance results current to the most recent month-end and for more information at thriventfunds.com.
Investing in a mutual fund involves risks, including the possible loss of principal. The prospectus and summary prospectus contain more complete information on the investment objectives, risks, charges and expenses of the fund, and other information, which investors should read and consider carefully before investing. Prospectuses are available at ThriventFunds.com or by calling 1-800-847-4836.