Thrivent Mid-Cap Growth Fund Class A

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

Performance

Trailing returns

1 day
   
-7.85%  
1 week
   
-11.79%  
4 week
   
-12.79%  
3 month
   
-15.13%  
YTD
   
-8.70%  
1 year
   
-4.20%  
3 years*   +9.63%
   
5 years*   +11.13%
   
*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 assets330.19M 
Front load5.50%  
Deferred load-  
Expense ratio0.96%  
Management fee-  
Fund familyThrivent 

Asset allocation

Cash5.38%  
Stocks94.62%  
Bonds0.00%  
Other0.00%  

Purchase information

Initial$2,000  
Additional$50  
IRA Initial$1,000  
AIP Initial$50  
AIP Additional$50  
17.730.00(0.00%)
Aug 28, 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* 5.01 -0.97 -3.00 0.95
Beta* 1.09 1.05 1.11 1.12
Mean annual return 1.42 1.37 1.21 0.86
R-squared* 80.61 75.70 85.06 86.02
Standard deviation 11.03 10.30 14.12 17.76
Sharpe ratio 1.54 1.59 1.03 0.51
* Against standard index

Top 10 holdings

Security Net Assets  
NXP Semiconductors NV (NXPI) 2.68%  
Stericycle Inc (SRCL) 2.41%  
Affiliated Managers Group Inc (AMG) 2.31%  
Jarden Corp (JAH) 2.29%  
Biomarin Pharmaceutical Inc (BMRN) 2.18%  
Amphenol Corp Class A (APH) 2.09%  
O'Reilly Automotive Inc (ORLY) 1.99%  
Fortinet Inc (FTNT) 1.98%  
Robert Half International Inc (RHI) 1.84%  
Ross Stores Inc (ROST) 1.79%