Thrivent Partner Mid Cap Value I 625 Fourth Avenue South Minneapolis MN 55415 Map
Phone: 800-847-4836
| Category: | Mid-Cap Value | | Fund Family: | Thrivent | | Net Assets: | 83.83M | | Year-to-Date Return: | 25.20% | | Yield: | 1.04% | | Morningstar Rating: |  | | Fund Inception Date: | 30-Jun-05 |
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Andrew I Braun
Lead Manager since
30-Jun-05 | | | Braun is co-CIO and portfolio manager of the US Value Equity team, where he oversees the portfolio management and investment research efforts for the firm's US value equity accounts. He has 17 years of industry experience and has been a member of the US Value Equity team since 1997. He currently has research responsibility for banks, specialty finance and broker dealers. He has also covered insurance, basic materials, environmental services and transportation stocks throughout his tenure at Goldman Sachs. |
| 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 to achieve long-term growth of capital. The fund normally invests at least 80% of net assets (plus the amount of any borrowings for investment purposes) in a diversified portfolio of equity investments in mid-cap issuers with public stock market capitalizations (based upon shares available for trading on an unrestricted basis) within the range of the market capitalization of companies constituting the Russell Mid-cap Value index at the time of investment. |
| Last Dividend
(30-Dec-08):
| 0.10 | | Last Cap Gain
(18-Dec-07):
| 0.64 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 79.70% |
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| Expense | TPMIX | Category Avg | | Total Expense Ratio: | 0.95%
| 1.36% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.43% | | Max Deferred Sales Load: | %
| 2.51% | | 3 Yr Expense Projection*: |
$ 303 | $659 | | 5 Yr Expense Projection*: |
$ 525 | $1,033 | | 10 Yr Expense Projection*: |
$ 1,166 | $2,039 |
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