Thrivent Mid-Cap Growth Fund Class A

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

Performance

Trailing returns

1 day   +1.37%
   
1 week
   
-1.94%  
4 week
   
-3.22%  
3 month
   
-3.03%  
YTD
   
-2.98%  
1 year   +18.53%
   
3 years*   +8.16%
   
5 years*   +17.82%
   
*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 Average
10 years Average Average
Overall Below Average Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets431.92M 
Front load5.50%  
Deferred load-  
Expense ratio1.00%  
Management fee-  
Fund familyThrivent 

Asset allocation

Cash4.42%  
Stocks95.58%  
Bonds0.00%  
Other0.00%  

Purchase information

Initial$2,000  
Additional$50  
IRA Initial$1,000  
AIP Initial$50  
AIP Additional$50  
19.32+0.11(0.57%)
Apr 17, 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* -1.85 -6.84 -2.19 0.92
Beta* 1.00 1.15 1.14 1.14
Mean annual return 1.55 0.82 1.75 0.84
R-squared* 75.11 88.52 85.95 85.99
Standard deviation 11.54 15.26 17.22 18.08
Sharpe ratio 1.61 0.64 1.21 0.47
* Against standard index

Top 10 holdings

Security Net Assets  
Affiliated Managers Group Inc (AMG) 3.00%  
Ametek, Inc. (AME) 2.06%  
Perrigo Company PLC (PRGO) 2.02%  
Stericycle, Inc. (SRCL) 2.02%  
Agilent Technologies Inc (A) 1.95%  
United Rentals Inc (URI) 1.80%  
First Republic Bank (San Francisco, CA) (FRC) 1.75%  
Roper Industries, Inc. (ROP) 1.75%  
Discover Financial Services (DFS) 1.68%  
Autodesk, Inc. (ADSK) 1.67%