Thrivent Mid-Cap Growth Fund Class A

 (MUTF:LBMGX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +2.20%
   
1 week   +0.19%
   
4 week   +0.67%
   
3 month   +2.77%
   
YTD   +6.87%
   
1 year   +11.08%
   
3 years*   +16.26%
   
5 years*   +13.49%
   
*annualized
Best 3 month return+42.98%  
Worst 3 month return-36.84%  

Morningstar statistics

Morningstar category: Mid-Cap Growth
  Return Risk Rating
3 years Low Average
5 years Below Average Below Average
10 years Average Average
Overall Below Average Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets454.85M 
Front load5.50%  
Deferred load-  
Expense ratio1.00%  
Management fee-  
Fund familyThrivent 

Asset allocation

Cash4.41%  
Stocks91.96%  
Bonds0.00%  
Other3.63%  

Purchase information

Initial$2,000  
Additional$50  
IRA Initial$1,000  
AIP Initial$50  
AIP Additional$50  
19.44+0.02(0.10%)
Dec 19, 4:00PM EST Overall Morningstar RatingTM

Description

The investment seeks long-term growth of capital. The fund invests at least 80% of its net assets (plus the amount of any borrowing for investment purposes) in securities of mid-sized companies. The adviser focuses mainly on securities of mid-sized U.S. companies which have market capitalizations similar to those companies included in widely known mid cap indices such as the Russell Midcap´┐Ż Growth Index or the S&P MidCap 400/Citigroup Growth Index at the time of the fund's investment. It seeks to achieve its investment objective by investing primarily in common stocks.
Fund filings (PDF) »
Asset manager:
Andrea Thomas (Started: May 30, 1997)
Advisor Company:
Thrivent Asset Management, LLC
Fund family reports on Morningstar »
Thrivent Mutual Funds, 625 Fourth Avenue South, Minneapolis, MN 55415, USA

Risk

  1 year 3 years 5 years 10 years  
Alpha* -7.40 -7.97 -2.17 0.79
Beta* 1.24 1.15 1.10 1.13
Mean annual return 1.04 1.21 1.25 0.89
R-squared* 82.55 78.81 86.36 86.21
Standard deviation 11.27 11.74 15.29 17.92
Sharpe ratio 1.10 1.24 0.98 0.51
* Against standard index

Top 10 holdings

Security Net Assets  
United Rentals Inc (URI) 2.23%  
Perrigo Co PLC (PRGO) 2.20%  
Affiliated Managers Group Inc (AMG) 2.08%  
Discover Financial Services (DFS) 2.07%  
Stericycle Inc (SRCL) 2.06%  
NXP Semiconductors NV (NXPI) 1.98%  
Agilent Technologies Inc (A) 1.95%  
Marriott International Inc Class A (MAR) 1.95%  
First Republic Bank (FRC) 1.82%  
Robert Half International Inc (RHI) 1.78%