Thrivent Mid-Cap Growth Fund Class A

 (MUTF:LBMGX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.58%
   
1 week   +0.10%
   
4 week   +2.37%
   
3 month   +3.03%
   
YTD   +4.60%
   
1 year   +11.98%
   
3 years*   +14.39%
   
5 years*   +13.22%
   
*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 Below Average
5 years Low Below Average
10 years Average Average
Overall Below Average Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets441.53M 
Front load5.50%  
Deferred load-  
Expense ratio1.00%  
Management fee-  
Fund familyThrivent 

Asset allocation

Cash4.64%  
Stocks94.48%  
Bonds0.00%  
Other0.88%  

Purchase information

Initial$2,000  
Additional$50  
IRA Initial$1,000  
AIP Initial$50  
AIP Additional$50  
20.71+0.12(0.58%)
Sep 18, 4:00PM EDT 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* -7.75 -7.73 -2.89 1.30
Beta* 1.12 1.15 1.10 1.13
Mean annual return 1.51 1.23 1.27 0.95
R-squared* 76.11 86.22 85.32 86.02
Standard deviation 10.77 14.41 15.64 17.93
Sharpe ratio 1.68 1.02 0.97 0.55
* Against standard index

Top 10 holdings

Security Net Assets  
United Rentals Inc (URI) 2.26%  
Affiliated Managers Group Inc (AMG) 2.02%  
Perrigo Co PLC (PRGO) 2.02%  
Stericycle Inc (SRCL) 1.98%  
Ametek Inc (AME) 1.96%  
First Republic Bank (FRC) 1.92%  
Discover Financial Services (DFS) 1.88%  
Agilent Technologies Inc (A) 1.86%  
NXP Semiconductors NV (NXPI) 1.81%  
Marriott International Inc Class A (MAR) 1.69%