Thrivent Mutual Funds Wins Seven Lipper Awards in 2019

by | Mar 27, 2019 | With Your Family in Mind

Organization receives honors for its small cap, mid cap and aggressive allocation funds and a group award for its mixed assets class.
Thrivent Mutual Funds has been honored with seven 2019 Lipper Awards from Refinitiv for its Small Cap Stock Fund, Mid Cap Stock Fund and Aggressive Allocation Stock Fund, and earned a group award for the performance of its mixed assets class. The annual awards, which were presented at a gala ina New York City last evening, recognize the performance of funds and fund management firms over three, five and 10-year periods. Since 2008, Thrivent Mutual Funds has received a total of 25 Lipper Awards.
The awards this year were based on risk-adjusted performance for the U.S. Region for periods ending November 30, 2018:
• The Thrivent Mid Cap Stock Fund, Class S (TMSIX), was awarded Best Mid-Cap Core Fund for the past three-year, five-year and 10-year performance periods (out of 333, 283 and 189 funds, respectively).
• The Thrivent Small Cap Stock Fund, Class S (TSCSX), was awarded Best Small-Cap Core Fund for the past three and five-year periods (out of 785 and 654 funds, respectively).
• The Thrivent Aggressive Allocation Fund, Class S (TAAIX), was awarded Best Mixed-Asset Target Allocation Aggressive Growth Fund for the past five-year period (out of 135 funds).
• Thrivent’s Mixed Assets Class received a group award for the Small Company category out of 48 fund families for the three-year period.
“This is the greatest number of awards we’ve won in a given year, and I’m so proud of our team,” said David Royal, chief investment officer at Thrivent and president of Thrivent Mutual Funds. “The Lipper Awards validate our rigorous investment process and expertise. Because of our approach, we’re in a strong position to serve our investors on their wise with money journeys and help them lead content, confident, and generous lives.
The Thrivent Mutual Funds are supported by a team of more than 100 investment professionals who take a long-term, disciplined approach in all phases of investment management including stock selection, portfolio construction and risk management. The funds are offered online at ThriventFunds.com, as well as through Thrivent Financial professionals and other investment advisors around the country.
Thrivent Financial is represented in the local area by Jeff & Melanie Meyer at 25350 Magic Mountain Parkway, Suite 300 in Valencia.

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