Send me a link:

*Only U.S. numbers are accepted. Text messaging rates may apply.

 Dow Down0.10% Nasdaq Up0.23%

Thrivent Balanced Income Plus A (AABFX)

13.09 Up 0.02(0.15%) Apr 17
Get the big picture on all your investments.

Profile as of Mar 30, 2014Get Profile for:
Thrivent Balanced Income Plus A
Thrivent Mutual Funds625 Fourth Avenue SouthMinneapolis, MN 55415
Map
Phone: 800-847-4836
Fund Overview 
Category:Moderate Allocation
Fund Family:Thrivent
Net Assets:239.09M
Year-to-Date Return:1.55%
Yield:1.11%
Morningstar Rating:2 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 
Michael G. Landreville
Lead Manager since Dec 31, 2005
Landreville has been with Thrivent Financial since 1983, and has served as associate portfolio manager from 1987 through 1997 and as a portfolio manager since 1998. Landreville holds the Chartered Financial Analyst designation.
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. The fund invests in a combination of equity securities and debt securities. The Adviser focuses on U.S. companies and establishes the fund's asset allocation mix by forecasting the expected return of each asset class over short-term and long-term time horizons, as well as expected risks of each asset class. The fund invests 25%-75% of its assets in equity securities and 25%-75% in debt securities.

Fund Operations 
Last Dividend (Mar 30, 2014) : 0.00
Last Cap Gain : 0.00
Annual Holdings Turnover (Apr 16, 2014) : 236.00%
Average for Category:57.86%
Fees & Expenses 
ExpenseAABFXCategory Avg
Annual Report Expense Ratio (net):1.09%0.96%
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%5.29%
Max Deferred Sales Load: N/A2.54%
3 Yr Expense Projection*:883597
5 Yr Expense Projection*:1,128918
10 Yr Expense Projection*:1,8271,822
* Per $10,000 invested