Thrivent Mid-Cap Growth Fund Class A

 (MUTF:LBMGX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.66%
   
1 week   +2.00%
   
4 week   +7.31%
   
3 month   +4.69%
   
YTD   +8.28%
   
1 year   +12.17%
   
3 years*   +17.71%
   
5 years*   +14.50%
   
*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 assets436.97M 
Front load5.50%  
Deferred load-  
Expense ratio1.00%  
Management fee-  
Fund familyThrivent 

Asset allocation

Cash3.27%  
Stocks93.27%  
Bonds0.00%  
Other3.46%  

Purchase information

Initial$2,000  
Additional$50  
IRA Initial$1,000  
AIP Initial$50  
AIP Additional$50  
21.45+0.01(0.05%)
Nov 25, 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* -9.55 -7.89 -2.71 0.71
Beta* 1.16 1.14 1.08 1.13
Mean annual return 0.78 1.10 1.25 0.89
R-squared* 80.79 78.91 86.11 86.27
Standard deviation 10.70 11.61 15.28 17.93
Sharpe ratio 0.87 1.13 0.98 0.51
* Against standard index

Top 10 holdings

Security Net Assets  
United Rentals Inc (URI) 2.54%  
Affiliated Managers Group Inc (AMG) 2.08%  
Perrigo Co PLC (PRGO) 2.06%  
Stericycle Inc (SRCL) 1.99%  
Discover Financial Services (DFS) 1.90%  
NXP Semiconductors NV (NXPI) 1.88%  
Agilent Technologies Inc (A) 1.85%  
Marriott International Inc Class A (MAR) 1.83%  
Robert Half International Inc (RHI) 1.73%  
First Republic Bank (FRC) 1.71%