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Thrivent Balanced A (AABFX)

13.26 Down 0.14(1.04%) Jun 19


Profile as of Feb 27, 2013Get Profile for:
Thrivent Balanced A
Thrivent Mutual Funds625 Fourth Avenue SouthMinneapolis, MN 55415
Map
Phone: 800-847-4836
Fund Overview 
Category:Moderate Allocation
Fund Family:Thrivent
Net Assets:197.61M
Year-to-Date Return:4.26%
Yield:1.18%
Morningstar Rating:2 stars
Fund Inception Date:Dec 28, 1997
Morningstar Style Box 
Moderate Allocation
[View Category Definition]
View Top Moderate Allocation Funds
About the Morningstar Style Box
Management Information 
Darren M. Bagwell
Lead Manager since Dec 30, 2005
Darren M. Bagwell, CFA has served as portfolio manager for the Thrivent Small Cap Stock Portfolio since 2010. He has been with Thrivent since 2002 in an investment management capacity and currently is Director of Research.
Investment Information 
Min Initial Investment:1,000
Min Initial Investment, IRA:500
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 common stocks, bonds, and money market instruments. It normally invests 35%-75% of its assets in common stocks; 25-50% in debt securities and up to 40% in money market instruments. The adviser focuses on U.S. companies and establishes the fund's asset allocation mix. The adviser may invest in foreign securities, including those of issuers in emerging markets.

Fund Operations 
Last Dividend (Mar 27, 2013) : 0.00
Last Cap Gain : 0.00
Annual Holdings Turnover (Jun 3, 2013) : 197.00%
Average for Category:71.92%
Fees & Expenses 
ExpenseAABFXCategory Avg
Annual Report Expense Ratio (net):1.11%0.98%
Prospectus Net Expense Ratio:1.13%N/A
Prospectus Gross Expense Ratio:1.13%N/A
Max 12b1 Fee:0.25%N/A
Max Front End Sales Load:5.50%5.29%
Max Deferred Sales Load: N/A2.51%
3 Yr Expense Projection*:889597
5 Yr Expense Projection*:1,138921
10 Yr Expense Projection*:1,8491,819
* Per $10,000 invested