Thrivent Large Cap Growth Fund Class S

 (MUTF:THLCX)   Watch this mutual fund  
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Performance

Trailing returns

1 day
   
-0.98%  
1 week
   
-5.29%  
4 week
   
-6.71%  
3 month
   
-14.34%  
YTD
   
-12.68%  
1 year
   
-5.88%  
3 years*   +10.69%
   
5 years*   +8.70%
   
*annualized
Best 3 month return+25.70%  
Worst 3 month return-35.36%  

Morningstar statistics

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

Key statistics

Total assets659.94M 
Front load-  
Deferred load-  
Expense ratio0.81%  
Management fee-  
Fund familyThrivent 

Asset allocation

Cash3.32%  
Stocks96.67%  
Bonds0.00%  
Other0.00%  

Purchase information

Initial$50,000  
IRA Initial$50,000  
AIP Initial$50,000  
8.06-0.08(-0.98%)
Feb 11, 4:00PM EST Overall Morningstar RatingTM

Description

The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets (plus the amount of any borrowing for investment purposes) in securities of large companies. The Adviser focuses mainly on the securities of large companies which have market capitalizations similar to those included in widely known indices such as the S&P 500/ Citigroup Growth Index, the Russell 1000� Growth Index, or the large company market capitalization classifications published by Lipper, Inc.
Fund filings (PDF) »
Asset managers:
Darren Bagwell (Started: Dec 31, 2014)
David Francis (Started: Oct 7, 2011)
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* 6.21 1.54 -1.27 -0.32
Beta* 1.22 1.09 1.16 1.06
Mean annual return 0.54 1.16 0.97 0.63
R-squared* 96.44 87.82 90.33 90.91
Standard deviation 17.82 12.77 14.64 16.92
Sharpe ratio 0.36 1.09 0.79 0.38
* Against standard index

Top 10 holdings

Security Net Assets  
Amazon.com Inc (AMZN) 6.67%  
Apple Inc (AAPL) 6.35%  
Facebook Inc A (FB) 5.60%  
Visa Inc Class A (V) 4.92%  
Starbucks Corp (SBUX) 4.58%  
Nike Inc B (NKE) 4.37%  
Allergan PLC (AGN) 4.18%  
Microsoft Corp (MSFT) 3.67%  
Alphabet Inc A (GOOGL) 3.66%  
Home Depot Inc (HD) 3.62%