Thrivent Mid Cap Stock Fund - Class S, is a five-star fund according to Morningstar—an independent investment research firm. A five-star rating means our fund has been performing in the top 10% of all funds in its category. So, if a mid-cap stock fund makes sense for your portfolio, you may want to consider the five-star performance of Thrivent Mid Cap Stock Fund.
TMAAX
(THMLX)
The Growth of $10,000
Overall Rating: 5 Stars
369 Funds in Mid-Cap Blend
3 Year Rating: 5 Stars
369 Funds in Mid-Cap Blend
5 Year Rating: 5 Stars
329 Funds in Mid-Cap Blend
10 Year Rating: 5 Stars
218 Funds in Mid-Cap Blend
This fund looks to provide investors with consistent, competitive performance through favorable stock selection while monitoring risk. The fund typically invests in a combination of “growth” and “value” stocks. Growth stocks are companies whose earnings are expected to grow at an above-average rate relative to the market. Value stocks are companies that trade at a lower price compared to the market, as measured by valuation ratios that compare the stock’s price to the company’s earnings and growth trends. Mid-sized companies may be more established than small companies but have the opportunity to experience faster growth as they seek to become large-cap companies. However, they typically have greater risk than larger, more-seasoned companies.
The Fund primarily invests in securities of mid-sized companies, which often have greater price volatility, lower trading volume, and less liquidity than larger, more established companies. The value of the Fund is influenced by factors impacting the overall market, certain asset classes, certain investment styles, and specific issuers. The Fund may incur losses due to incorrect assessments of investments by its investment advisor.
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Management and Other Fees |
0.72% |
Distribution/12b-1 Fee |
None |
Annual Fund Operating Expenses (Gross and Net) |
0.72% |
3 month |
3.63% |
1 Year |
32.29% |
3 Year |
12.68% |
5 Year |
15.91% |
10 Year |
8.80% |
The Morningstar RatingTM for funds, or "star rating", is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods.
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