Thrivent Mid-Cap Growth Fund Class A

 (MUTF:LBMGX)   Watch this mutual fund  
Find more results for MUTF:LBMGX

Performance

Trailing returns

1 day   +1.48%
   
1 week   +4.81%
   
4 week
   
-1.93%  
3 month
   
-0.75%  
YTD   +0.10%
   
1 year   +5.72%
   
3 years*   +12.75%
   
5 years*   +12.34%
   
*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 Low Below Average
10 years Average Average
Overall Below Average Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets426.76M 
Front load5.50%  
Deferred load-  
Expense ratio1.00%  
Management fee-  
Fund familyThrivent 

Asset allocation

Cash5.26%  
Stocks94.73%  
Bonds0.00%  
Other0.00%  

Purchase information

Initial$2,000  
Additional$50  
IRA Initial$1,000  
AIP Initial$50  
AIP Additional$50  
19.98+0.16(0.81%)
Oct 24, 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* -10.33 -8.40 -3.62 0.87
Beta* 1.10 1.17 1.09 1.13
Mean annual return 0.84 1.39 1.11 0.90
R-squared* 81.19 84.18 85.72 86.21
Standard deviation 10.86 13.46 15.56 17.94
Sharpe ratio 0.92 1.23 0.85 0.51
* Against standard index

Top 10 holdings

Security Net Assets  
United Rentals Inc (URI) 2.39%  
Perrigo Co PLC (PRGO) 2.18%  
Stericycle Inc (SRCL) 2.06%  
Affiliated Managers Group Inc (AMG) 2.05%  
Discover Financial Services (DFS) 1.94%  
Agilent Technologies Inc (A) 1.90%  
NXP Semiconductors NV (NXPI) 1.79%  
Marriott International Inc Class A (MAR) 1.78%  
Robert Half International Inc (RHI) 1.75%  
First Republic Bank (FRC) 1.70%