Tax Day is April 18, 2022. Visit the Tax Resource Center to help you prepare.

How to buy mutual funds from Thrivent

We’re delighted you’re considering Thrivent Mutual Funds. No matter how you buy, we’re here to help you invest with confidence.

Buy online through Thrivent Funds

You can open an account and purchase funds right on our site.

Why buy online?

  • Set up an account starting with as little as $50 per month1
  • Access your online account at your convenience.
  • Purchase funds without transaction fees or sales charges.

 

Buy through a financial professional

Need more guidance? Ask your financial professional about Thrivent Mutual Funds.

Why work with a financial professional?

  • Receive investment help from an experienced professional.
  • Build a relationship through in-person meetings.
  • Get help planning for life’s goals such as saving and retirement.

Additional fees may apply, when working with a financial professional.

 

Buy through an investment account

Our funds can be purchased through other online brokerage platforms. Search for Thrivent Mutual Funds when making your selections.

Why buy through a brokerage account?

  • Add Thrivent Mutual Funds to investments within your existing portfolio.
  • Take advantage of your account to keep your investments in one place.

Additional fees may apply.

 


Not quite ready?

We want you to invest your money wisely and with confidence. Here are some other options that may help you.

 

Need more help?

Call or email us.
1-800-847-4836

M-F, 8 a.m. – 6 p.m. CT
Say “ThriventFunds.com” for faster service.
Contactus@Thriventfunds.com or,
Visit our support page

 

1 New accounts with a minimum investment amount of $50 are offered through the Thrivent Mutual Funds “automatic purchase plan.” Otherwise, the minimum initial investment requirement is $2,000 for non-retirement accounts and $1,000 for IRA or tax-deferred accounts, minimum subsequent investment requirement is $50 for all account types. $50 a month automatic investment does not apply to the Thrivent Money Market Fund or Thrivent Limited Maturity Bond Fund, which have a minimum monthly investment of $100.

Now leaving ThriventFunds.com

 

You're about to visit a site that is neither owned nor operated by Thrivent Mutual Funds.

In the interest of protecting your information, we recommend you review the privacy policies at your destination site.

Looking to Learn More? Sign up for our Investing Insights newsletter. Subscribe

Thanks for Signing Up!

Be sure to check your inbox for the Investing Insights newsletter to get the latest news and insights from Thrivent Mutual Funds.

Well that's unexpected - your subscription request was not submitted. Please try again.

Great news - you're on the list!

Looks like you're already on our mailing list. Be sure to check your inbox for the Investing Insights newsletter to get the latest news and insights from Thrivent Mutual Funds.

Tax Resource Center

Qualified Dividend Income

Mutual fund dividends may qualify for lower income tax rates to the extent that the fund has received qualified dividend income from domestic corporations and certain foreign corporations. The following Thrivent Mutual Funds had ordinary income distributions that qualify for these lower tax rates as long as the shareholder met the holding period requirements. 

We recommend for you to consult with a legal and/or tax professional for specific information regarding your individual situation. Thrivent Mutual Funds and their representatives cannot provide legal or tax advice.

Qualified Dividend Income percentages for 2021

Fund name QDI %
Thrivent Aggressive Allocation Fund 26.8585%
Thrivent Balanced Income Plus Fund 20.4999%
Thrivent Diversified Income Plus Fund 12.1079%  
Thrivent Global Stock Fund 25.5191%
Thrivent High Yield Fund 0.8670%
Thrivent Income Fund 0.2521%
Thrivent International Allocation Fund 51.6761%
Thrivent Large Cap Growth Fund 74.4880%
Thrivent Large Cap Value Fund 60.1588%
Thrivent Low Volatility Equity Fund 100.00%
Thrivent Mid Cap Growth Fund 57.0794%
Thrivent Mid Cap Stock Fund 34.8227%
Thrivent Mid Cap Value Fund 33.0601%
Thrivent Moderate Allocation Fund 21.5387%
Thrivent Moderately Aggressive Allocation Fund 29.3152%
Thrivent Moderately Conservative Allocation Fund 20.6605%
Thrivent Multidimensional Income Fund 18.2626%  
Thrivent Opportunity Income Plus Fund 2.2366%
Thrivent Small Cap Growth Fund 32.5672%
Thrivent Small Cap Stock Fund 18.2554%

Box 1b on Form 1099-DIV reports the amount of dividends that may qualify for lower tax rates. The amount shown in Box 1b assumes that the shareholder has met the 61-day holding period required for the dividends to be qualified. Each shareholder is responsible for determining whether the holding period was met and adjusting the amount accordingly. The Dec. 31 statement can be used to determine if the holding period requirement has been met. See the IRS Form 1040 Instructions for more information.