Thrivent Balanced I
625 Fourth Avenue South Minneapolis MN 55415
Phone: 800-847-4836
| Category: |
Moderate Allocation |
| Fund Family: |
Thrivent |
| Net Assets: |
55.34M |
| Year-to-Date Return: |
-1.39% |
| Yield: |
1.77% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
29-Dec-97 |
|
Gregory R. Anderson
Lead Manager since
30-Dec-05 |
|
| Anderson has been has been with Thrivent Financial since 1997 and has served as a portfolio manager since 2000. Anderson holds the chartered Financial Analyst and Certified Public Accountant designations. |
| Min Initial Investment: |
$50,000 |
| Min Initial Investment, IRA: |
NaN |
| Min Initial Investment, AIP: |
$0 |
| Min Subsequent Investment: |
$0 |
| Min Subsequent Investment, IRA: |
N/A |
| Min Subsequent Investment, AIP: |
N/A |
|
|
|
| The investment seeks long-term total return through a balance between income and the potential for long-term capital growth by investing primarily in a diversified portfolio of common stocks, bonds and money market instruments. The fund is authorized to invest anywhere between 35% to 75% of assets in common stocks, 25% to 50% in fixed-income securities, and up to 40% in money market instruments. |
| Last Dividend
(30-Dec-09):
|
0.05 |
| Last Cap Gain
(18-Dec-07):
|
0.84 |
| Annual Holdings Turnover
|
264.00% |
| Average for Category:
|
87.10% |
|
| Expense |
IBBFX |
Category
Avg |
| Total Expense Ratio: |
0.63%
|
1.02% |
| Max 12b1 Fee: |
%
|
N/A |
| Max Front End Sales Load: |
%
|
5.30% |
| Max Deferred Sales Load: |
%
|
2.71% |
| 3 Yr Expense Projection*: |
$202 |
$643 |
| 5 Yr Expense Projection*: |
$351 |
$981 |
| 10 Yr Expense Projection*: |
$786 |
$1,907 |
|
|
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