Thrivent Balanced I
625 Fourth Avenue South Minneapolis MN 55415
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Phone: 800-847-4836
| Category: | Moderate Allocation | | Fund Family: | Thrivent | | Net Assets: | 54.97M | | Year-to-Date Return: | 24.50% | | Yield: | 1.94% | | Morningstar Rating: |  | | Fund Inception Date: | 29-Dec-97 |
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Gregory R. Anderson
Lead Manager since
30-Dec-05 | | | Anderson has been has been with Thrivent Financial since 1997 and has served as a portfolio manager since 2000. Anderson holds the chartered Financial Analyst and Certified Public Accountant designations. |
| Min Initial Investment: | $50,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks long-term total return through a balance between income and the potential for long-term capital growth by investing primarily in a diversified portfolio of common stocks, bonds and money market instruments. The fund is authorized to invest anywhere between 35% to 75% of assets in common stocks, 25% to 50% in fixed-income securities, and up to 40% in money market instruments. |
| Last Dividend
(30-Sep-09):
| 0.05 | | Last Cap Gain
(18-Dec-07):
| 0.84 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 74.74% |
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| Expense | IBBFX | Category
Avg | | Total Expense Ratio: | 0.63%
| 1.02% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.29% | | Max Deferred Sales Load: | %
| 2.72% | | 3 Yr Expense Projection*: |
$ 202 | $632 | | 5 Yr Expense Projection*: |
$ 351 | $951 | | 10 Yr Expense Projection*: |
$ 786 | $1,857 |
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0.17% Nasdaq 0.00%
0.01 (0.10%) 
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