|
 “I’m proud to be able to offer the members that I serve products
that rank well in the industry,” said Linda Aper, a Thrivent
Financial representative in Lincoln. “Investment products can be an
important component of an individual’s journey to being wise with
money and living generously.”
Thrivent funds are available for purchase through Thrivent financial
representatives, as well as for purchase directly online at
ThriventFunds.com.
The Lipper/Barron’s survey included 67 fund families with funds in
five categories: general equity, world equity, mixed equity, taxable
bond, and tax exempt bond. Only funds with at least one year were
included, minus the effect of sales charges/fund loads and 12b-1
fees. Rankings were asset weighted, so larger funds had a greater
impact on a fund family’s overall ranking, and then weighted by
category, with each category assigned a percentage. Fund families
had to meet certain criteria to be included in the survey. Thrivent
Mutual Funds was ranked 3 for the 1-year period, 36 over 5-years and
45 over 10-years for the period ending 12/31/15.
Thrivent Financial is represented in the local area by Financial
Representatives Linda Aper (217-735-2253) and DavyLynne Sebade
(815-374-0999) at 604 Broadway St., Ste. #4, Lincoln, IL.
About Thrivent Mutual Funds
Thrivent Mutual Funds helps investors prepare for a more secure
financial future. They do this in a variety of ways, from the
experience of their fund managers to providing convenient, flexible
options to make investing easier. Thrivent Mutual Funds has been
offering mutual funds since 1970. Today there are 21 solution-based
mutual funds with over $14 billion in assets (as of 12/31/2015). The
investment advisor for the Funds is Thrivent Asset Management, LLC,
comprised of over 100 seasoned investment professionals focused on a
broad range of investment strategies designed for all risk
tolerances.
About Thrivent Financial
Thrivent Financial is a Fortune 500* financial services organization
that helps Christians be wise with money and live generously. As a
membership organization, it offers its more than 2.3 million
member-owners a broad range of products, services and guidance from
financial representatives nationwide. For more than a century it has
helped members make wise money choices that reflect their values
while providing them opportunities to demonstrate their generosity
where they live, work and worship. The organization has $105.4
billion in assets under management/advisement (as of 12/31/2014),
and has been named one of the World's Most Ethical Companies for
four years in a row by The Ethisphere® Institute (2012-2015). For
more information, visit Thrivent.com. You can also find us on
Facebook (Link opens in new window) and Twitter (Link opens in new
window). *Fortune, June, 2015.
Past performance is not indicative of future results. Investing in a
mutual fund involves risks, including the possible loss of
principal. The prospectus contains more complete information on the
investment objectives, risks, charges and expenses of the fund,
which investors should read and consider carefully before investing.
Prospectuses are available at ThriventFunds.com or by calling
800.847.4836.
Some Thrivent Mutual Funds had fee waivers in effect for 2015. If
these waivers had not been in effect, performance would have been
lower for these funds. See ThriventFunds.com or the prospectus for
current waiver information.
[to top of second column] |
Methodology:
To qualify for the Lipper/Barron's Fund Survey, a group must have at least three
funds in Lipper's general U.S.-stock category, one in world equity, which
combines global and international funds, one mixed-equity fund, which holds
stocks and bonds, two taxable-bond funds and one-tax-exempt offering.
Each fund’s returns are adjusted for 12b-1 fees, which are used for marketing
and distribution expenses. Funds typically factor these into returns, to better
reflect what investors would see after these annual fees have been deducted.
Fund loads, or sales charges, aren’t included in the calculation of returns,
either.
Each fund’s performance is measured against those of all funds in its Lipper
category (such as small-value). That leads to a percentile ranking, with 100 the
highest and one the lowest, which is then weighted by asset size, relative to
the fund family’s other assets in its general classification. If a family’s
biggest funds do well, that boosts its overall ranking; poor performance in the
biggest funds hurts a firm’s ranking. Single-sector, country and state funds are
not factored into the score, nor are the Standard & Poor’s 500 index funds.
Finally, the score is multiplied by the weighting of its general classification,
as determined by the entire Lipper universe of funds. The category weightings
for the one-year results: general equity, 39.4%; world equity, 17.5%; mixed
asset, 17.9%; taxable bond, 21.6%; and tax-exempt bond, 3.6%. The category
weightings for the five-year results: general equity, 40.1%; world equity,
17.4%; mixed asset, 17.7%; taxable bonds, 21%, and tax-exempt bonds, 3.8%. The
category weightings for the 10-year results: general equity, 45.1%; world
equity, 15.9%; mixed asset, 16%; taxable bonds, 18.8%; and tax-exempt bonds,
4.2%.
The principal underwriter for the Thrivent Mutual Funds is Thrivent
Distributors, LLC. Thrivent Distributors, LLC is a registered broker-dealer and
member of FINRA, with its principal place of business at 625 Fourth Avenue
South, Minneapolis, MN 55415. Asset management services provided by Thrivent
Asset Management, LLC, a wholly-owned subsidiary of Thrivent Financial.
Securities and investment advisory services are offered through Thrivent
Investment Management Inc., 625 Fourth Ave. S., Minneapolis, MN 55415, a FINRA
and SIPC member and a wholly owned subsidiary of Thrivent Financial, Appleton
Wisconsin. Thrivent Financial representatives are registered representatives of
Thrivent Investment Management Inc. They are also licensed insurance
agents/producers of Thrivent. For additional important information, visit
Thrivent.com/disclosures.
[Submitted by Linda Aper, Lincoln
Thrivent Financial] |
