Thrivent Partner Small Cap Value A
Thrivent Mutual Funds 625 Fourth Avenue South Minneapolis, MN 55415
Map
Phone: 800-847-4836
| Category: | Small Blend | | Fund Family: | Thrivent | | Net Assets: | 60.18M | | Year-to-Date Return: | 19.61% | | Yield: | 0.44% | | Morningstar Rating: |  | | Fund Inception Date: | 17-Jul-01 |
|
Preston G. Athey
Lead Manager since
28-May-03 | | | Athey is the lead portfolio manager for T. Rowe Price's U.S. Small-Cap Value Strategy. He also serves on the Investment Advisory Committees of the U.S. Small-Cap Core and Tax-Efficient Strategies and is a vice president of T. Rowe Price Group, Inc. He has 31 years of investment experience, 30 of which have been at T. Rowe Price. He started at the firm in 1978 and spent several years on the Advisory Committees for several U.S. Small-Cap, U.S. Mid-Cap, and Science & Technology portfolios. |
| 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 |
|
| |
| The investment seeks long-term capital appreciation. The fund normally invests at least 80% of net assets (plus the amount of any borrowing for investment purposes) in securities of small companies. The fund?s sub-adviser focuses mainly on the securities of smaller U.S. companies with market capitalizations at time of purchase that are within or below the range of companies included in the Russell 2000 Index. It primarily invests in a diversified portfolio of small company common stocks. |
| Last Dividend
(30-Dec-08):
| 0.05 | | Last Cap Gain
(16-Dec-08):
| 0.62 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 91.53% |
|
| Expense | AALVX | Category
Avg | | Total Expense Ratio: | %
| 1.41% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | 5.50%
| 5.36% | | Max Deferred Sales Load: | %
| 2.34% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $620 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $994 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,000 |
|
|
0.11% Nasdaq 
0.01%
Profile
