Thrivent Income A 625 Fourth Ave South Minneapolis MN 55415 Map
Phone: 800-847-4836
| Category: | Intermediate-Term Bond | | Fund Family: | Thrivent | | Net Assets: | 359.23M | | Year-to-Date Return: | 18.04% | | Yield: | 5.10% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Jun-72 |
|
Stephen D. Lowe
Lead Manager since
28-Feb-09 | | | Mr. Lowe has been a senior portfolio manager of the high yield portion of Thrivent Financial?s general account since 2005. Prior to this position, he was, since 2004, a high yield research manager and, since 2002, an associate portfolio manager of the high yield portion of the general account. He has been with Thrivent Financial since 1997. |
| 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 high current income while preserving principal; long-term growth of capital is secondary. The fund normally invests at least 65% of assets in debt securities or preferred stock at least in the Baa major rating category by Moody?s or at least in the BBB major rating category by S&P or unrated securities considered to be of comparable quality by the adviser. It may also invest in high-yield, high-risk bonds, notes, debentures and other debt obligations or preferred stock commonly known as junk bonds. |
| Last Dividend
(30-Sep-09):
| 0.03 | | Last Cap Gain
(8-Dec-93):
| 0.25 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 217.63% |
|
| Expense | LUBIX | Category Avg | | Total Expense Ratio: | 0.81%
| 0.96% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 4.50%
| 4.18% | | Max Deferred Sales Load: | %
| 2.66% | | 3 Yr Expense Projection*: |
$ 697 | $459 | | 5 Yr Expense Projection*: |
$ 879 | $706 | | 10 Yr Expense Projection*: |
$ 1,407 | $1,423 |
|
|