Thrivent Equity Income Plus A
625 Fourth Avenue South Minneapolis MN 55415
Map
Phone: 800-847-4836
| Category: | Large Value | | Fund Family: | Thrivent | | Net Assets: | 3.54M | | Year-to-Date Return: | 11.01% | | Yield: | 2.18% | | Morningstar Rating: | N/A | | Fund Inception Date: | 29-Feb-08 |
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David R. Spangler
Lead Manager since
29-Feb-08 | | | Spangler has been with Thrivent since 2002. He was director of investment product management from 2002 to 2006. He was previously vice president of Mutual Funds Product Development at Wells Fargo Funds Management, LLC from 2000 to 2002. |
| 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 income plus long-term capital growth. The fund invests at least 80% of net assets (plus the amount of any borrowing for investment purposes) in income-producing equity securities. It may invest in domestic and foreign real estate investment trusts (REITs), American Depositary Receipts (ADRs) and emerging-market equities. The fund may also write (sell) covered call or put options against a portion of the fund?s portfolio. |
| Last Dividend
(30-Sep-09):
| 0.03 | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| 114.00% | | Average for Category:
| 67.10% |
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| Expense | TEIAX | Category
Avg | | Total Expense Ratio: | 1.17%
| 1.27% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 5.50%
| 5.44% | | Max Deferred Sales Load: | %
| 2.65% | | 3 Yr Expense Projection*: |
$ 1,007 | $635 | | 5 Yr Expense Projection*: |
$ 1,375 | $963 | | 10 Yr Expense Projection*: |
$ 2,406 | $1,849 |
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1.90% Nasdaq 
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