Thrivent Moderate Allocation Fund Quote
| THMAX Fund | USD 15.88 0.01 0.06% |
PerformanceVery Weak
| Odds Of DistressLow
|
Thrivent Moderate is trading at 15.88 as of the 27th of February 2025; that is 0.06% up since the beginning of the trading day. The fund's open price was 15.87. Thrivent Moderate has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 28th of January 2025 and ending today, the 27th of February 2025. Click here to learn more.
The fund pursues its objective by investing in a combination of other funds managed by the Adviser and directly held financial instruments. It is designed for investors who seek moderate long-term capital growth with reasonable stability of principal and are comfortable with moderate levels of risk and volatility. More on Thrivent Moderate Allocation
Moving together with Thrivent Mutual Fund
Thrivent Mutual Fund Highlights
| Fund Concentration | Thrivent Funds, Large Blend Funds, Allocation--50% to 70% Equity Funds, Allocation--50% to 70% Equity, Thrivent Funds, Large Blend, Allocation--50% to 70% Equity (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 28th of February 2023 |
| Fiscal Year End | October |
Thrivent Moderate Allocation [THMAX] is traded in USA and was established 27th of February 2025. Thrivent Moderate is listed under Thrivent Funds category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of Thrivent Funds family. This fund at this time has accumulated 3.35 B in assets with no minimum investment requirementsThrivent Moderate is currently producing year-to-date (YTD) return of 1.99% with the current yeild of 0.02%, while the total return for the last 3 years was 5.93%.
Check Thrivent Moderate Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Thrivent Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Thrivent Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Thrivent Moderate Allocation Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Thrivent Moderate Allocation Mutual Fund Constituents
| LBIIX | Thrivent Income Fund | Mutual Fund | Corporate Bond | |
| THLCX | Thrivent Large Cap | Mutual Fund | Large Growth | |
| THLIX | Thrivent Limited Maturity | Mutual Fund | Short-Term Bond | |
| TLVIX | Thrivent Large Cap | Mutual Fund | Large Value | |
| TLVOX | Thrivent Low Volatility | Mutual Fund | World Large-Stock Blend | |
| TMSIX | Thrivent Mid Cap | Mutual Fund | Mid-Cap Blend | |
| TWAIX | Thrivent Partner Worldwide | Mutual Fund | Foreign Large Blend |
Thrivent Moderate Risk Profiles
| Mean Deviation | 0.4607 | |||
| Standard Deviation | 0.8045 | |||
| Variance | 0.6473 | |||
| Risk Adjusted Performance | (0.05) |
Thrivent Moderate Against Markets
Other Information on Investing in Thrivent Mutual Fund
Thrivent Moderate financial ratios help investors to determine whether Thrivent Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Thrivent with respect to the benefits of owning Thrivent Moderate security.
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