Thrivent Partner Small Cap Value A
Thrivent Mutual Funds625 Fourth Avenue SouthMinneapolis, MN 55415
Map
Phone: 800-847-4836
| Category: | Small Blend | | Fund Family: | Thrivent | | Net Assets: | 243.13M | | Year-to-Date Return: | 7.91% | | Yield: | 1.71% | | Morningstar Rating: |  | | Fund Inception Date: | Jul 16, 2001 |
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Preston G. Athey
Lead Manager since May 27, 2003 | | | Preston G. 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. Mr. Athey 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. He initially became lead portfolio manager for U.S. Small-Cap Value in 1991 and oversaw a significant expansion of the firm's capabilities in this strategy. Prior to T. Rowe Price, Mr. Athey worked for Admiral H.G. Rickover at the U.S. Atomic Energy commission. Mr. Athey earned a B.A. in Economics from Yale University and an M.B.A. from Stanford University. He is accredited as a Chartered Financial Analyst and a Chartered Investment Counselor. |
| 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 |
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| The investment seeks long-term capital appreciation.
The fund normally invests at least 80% of its net assets (plus the amount of any borrowing for investment purposes) in securities of small companies. Its 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. While most assets will be invested in U.S. common stocks, other securities may also be purchased, including bonds, foreign stocks (up to 20% of total assets), futures and options. |
| Last Dividend
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| 0.00 | | Last Cap Gain
(Dec 12, 2012)
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| 0.00 | | Annual Holdings Turnover
(May 15, 2013)
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| 11.00% | | Average for Category: | 52.87% |
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| Expense | AALVX | Category Avg |
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| Annual Report Expense Ratio (net): | 1.36% | 1.32% | | Prospectus Net Expense Ratio: | 1.62% | N/A | | Prospectus Gross Expense Ratio: | 1.67% | N/A | | Max 12b1 Fee: | 0.25% | N/A | | Max Front End Sales Load: | 5.50% | 5.31% | | Max Deferred Sales Load:
| N/A | 2.26% | | 3 Yr Expense Projection*: | 1,043 | 611 | | 5 Yr Expense Projection*: | 1,403 | 994 | | 10 Yr Expense Projection*: | 2,414 | 1,971 |
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0.28(1.49%) May 22