• FirefoxTry Yahoo Finance on Firefox »
  •  Dow Down1.10% Nasdaq Down1.82%

    Thrivent Balanced Income Plus A (AABFX)

    11.16 Down 0.13(1.15%) Feb 8

    Profile as of Jan 30, 2016Get Profile for:
    Thrivent Balanced Income Plus A
    Thrivent Mutual Funds625 Fourth Avenue SouthMinneapolis, MN 55415
    Phone: 800-847-4836
    Fund Overview 
    Category:Moderate Allocation
    Fund Family:Thrivent
    Net Assets:269.61M
    Year-to-Date Return:-2.71%
    Morningstar Rating:3 stars
    Fund Inception Date:Dec 29, 1997
    Morningstar Style Box 
    Moderate Allocation
    [View Category Definition]
    View Top Moderate Allocation Funds
    About the Morningstar Style Box
    Management Information 
    Stephen D. Lowe
    Lead Manager since Aug 16, 2013
    Mr. Lowe has been a senior portfolio manager of the high yield portion of Thrivent Financial’s general account since 2005. Prior to this position, he was, since 2004, a high yield research manager and, since 2002, an associate portfolio manager of the high yield portion of the general account. He has been with Thrivent Financial since 1997.
    Investment Information 
    Min Initial Investment:2,000
    Min Initial Investment, IRA:1,000
    Min Initial Investment, AIP:50
    Min Subsequent Investment:50
    Min Subsequent Investment, IRA:50
    Min Subsequent Investment, AIP:50
    AABFX can be purchased from 7 brokerages.

    Fund Summary 
    The investment seeks long-term total return through a balance between income and the potential for long-term capital growth. Under normal circumstances, the fund invests 25-75% in equity securities and 25-75% in debt securities. The equity securities in which the fund invests are primarily income-producing and may include common stock, preferred stock, securities convertible into common stock, or securities or other instruments the price of which is linked to the value of common stock. Under normal circumstances, the Advisor intends to invest in real estate investment trusts ("REITs").

    Fund Operations 
    Last Dividend : 0.00
    Last Cap Gain (Dec 9, 2015) : 0.00
    Annual Holdings Turnover (Feb 3, 2016) : 148.00%
    Average for Category:39.57%
    Fees & Expenses 
    ExpenseAABFXCategory Avg
    Annual Report Expense Ratio (net):1.06%0.89%
    Prospectus Net Expense Ratio:1.11%N/A
    Prospectus Gross Expense Ratio:1.11%N/A
    Max 12b1 Fee:0.25%N/A
    Max Front End Sales Load:5.50%5.22%
    Max Deferred Sales Load: N/A2.31%
    3 Yr Expense Projection*:883545
    5 Yr Expense Projection*:1,128849
    10 Yr Expense Projection*:1,8271,695
    * Per $10,000 invested