Thrivent Mid-Cap Growth Fund Class A

 (MUTF:LBMGX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.63%
   
1 week
   
-2.73%  
4 week
   
-0.24%  
3 month   +0.49%
   
YTD   +6.33%
   
1 year   +14.30%
   
3 years*   +16.49%
   
5 years*   +15.66%
   
*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 assets454.70M 
Front load5.50%  
Deferred load-  
Expense ratio0.96%  
Management fee-  
Fund familyThrivent 

Asset allocation

Cash2.82%  
Stocks97.18%  
Bonds0.00%  
Other0.00%  

Purchase information

Initial$2,000  
Additional$50  
IRA Initial$1,000  
AIP Initial$50  
AIP Additional$50  
20.74+0.09(0.44%)
Jul 1, 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* 3.10 -2.76 -3.17 1.15
Beta* 1.20 1.06 1.10 1.12
Mean annual return 1.42 1.40 1.22 0.92
R-squared* 86.78 75.34 86.36 86.18
Standard deviation 11.57 10.36 14.58 17.82
Sharpe ratio 1.47 1.62 1.00 0.54
* Against standard index

Top 10 holdings

Security Net Assets  
NXP Semiconductors NV (NXPI) 2.54%  
Stericycle Inc (SRCL) 2.44%  
Monster Beverage Corp (MNST) 2.40%  
Jarden Corp (JAH) 2.25%  
Affiliated Managers Group Inc (AMG) 2.19%  
Robert Half International Inc (RHI) 2.15%  
Biomarin Pharmaceutical Inc (BMRN) 2.14%  
Amphenol Corp Class A (APH) 2.13%  
Dollar Tree Stores Inc (DLTR) 2.00%  
Actavis PLC (ACT) 2.00%