Thrivent Mid-Cap Growth Fund Class A

 (MUTF:LBMGX)   Watch this mutual fund  
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Performance

Trailing returns

1 day
   
-0.05%  
1 week
   
-2.32%  
4 week
   
-0.69%  
3 month   +3.06%
   
YTD   +4.12%
   
1 year   +15.24%
   
3 years*   +13.03%
   
5 years*   +13.11%
   
*annualized
Best 3 month return+36.18%  
Worst 3 month return-36.84%  

Morningstar statistics

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

Key statistics

Total assets473.51M 
Front load5.50%  
Deferred load-  
Expense ratio0.96%  
Management fee-  
Fund familyThrivent 

Asset allocation

Cash4.15%  
Stocks95.84%  
Bonds0.00%  
Other0.00%  

Purchase information

Initial$2,000  
Additional$50  
IRA Initial$1,000  
AIP Initial$50  
AIP Additional$50  
20.40+0.18(0.89%)
Mar 27, 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� 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* -6.96 -5.29 -2.71 1.02
Beta* 1.32 1.13 1.09 1.13
Mean annual return 1.05 1.17 1.22 0.90
R-squared* 84.63 82.29 87.88 86.31
Standard deviation 12.33 11.84 15.22 18.02
Sharpe ratio 1.02 1.18 0.96 0.52
* Against standard index

Top 10 holdings

Security Net Assets  
Stericycle Inc (SRCL) 2.29%  
NXP Semiconductors NV (NXPI) 2.20%  
Affiliated Managers Group Inc (AMG) 2.18%  
Robert Half International Inc (RHI) 2.09%  
Monster Beverage Corp (MNST) 2.07%  
Jarden Corp (JAH) 2.05%  
Dollar Tree Stores Inc (DLTR) 1.94%  
First Republic Bank (FRC) 1.90%  
Amphenol Corp Class A (APH) 1.82%  
Perrigo Co PLC (PRGO) 1.80%