Thrivent Mid Cap Fund Quote
| TMSIX Fund | USD 40.67 0.11 0.27% |
Performance13 of 100
| Odds Of DistressLess than 18
|
Thrivent Mid is trading at 40.67 as of the 29th of November 2024; that is 0.27 percent up since the beginning of the trading day. The fund's open price was 40.56. Thrivent Mid has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Thrivent Mid Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 8th of June 2023 and ending today, the 29th of November 2024. Click here to learn more.
The fund invests at least 80 percent of its net assets in equity securities of mid-sized companies. The Adviser focuses mainly on the equity securities of mid-sized U.S. companies which have market capitalizations equivalent to those included in widely known indices such as the Russell Midcap Index, SP MidCap 400 Index, or the mid-sized company market capitalization classifications published by Morningstar or Lipper, Inc.. More on Thrivent Mid Cap
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Moving against Thrivent Mutual Fund
Thrivent Mutual Fund Highlights
| Fund Concentration | Thrivent Funds, Large Funds, Mid-Cap Blend Funds, Mid-Cap Blend, Thrivent Funds, Large, Mid-Cap Blend (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 28th of February 2023 |
| Fiscal Year End | October |
Thrivent Mid Cap [TMSIX] is traded in USA and was established 29th of November 2024. Thrivent Mid is listed under Thrivent Funds category by Fama And French industry classification. The fund is listed under Mid-Cap Blend category and is part of Thrivent Funds family. This fund at this time has accumulated 3.54 B in assets with minimum initial investment of 2 K. Thrivent Mid Cap is currently producing year-to-date (YTD) return of 19.22% with the current yeild of 0.0%, while the total return for the last 3 years was 3.89%.
Check Thrivent Mid 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 Mid Cap 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 Mid Cap Mutual Fund Constituents
| STLD | Steel Dynamics | Stock | Materials | |
| LULU | Lululemon Athletica | Stock | Consumer Discretionary | |
| RJF | Raymond James Financial | Stock | Financials | |
| EQH | Axa Equitable Holdings | Stock | Financials | |
| ALGN | Align Technology | Stock | Health Care | |
| AGO | Assured Guaranty | Stock | Financials | |
| AKAM | Akamai Technologies | Stock | Information Technology | |
| OSK | Oshkosh | Stock | Industrials |
Thrivent Mid Top Holders
| TAAAX | Thrivent Aggressive Allocation | Mutual Fund | Allocation--85%+ Equity | |
| THMAX | Thrivent Moderate Allocation | Mutual Fund | Allocation--50% to 70% Equity | |
| TCAAX | Thrivent Moderately Servative | Mutual Fund | Allocation--30% to 50% Equity | |
| TCAIX | Thrivent Moderately Servative | Mutual Fund | Allocation--30% to 50% Equity | |
| TMAIX | Thrivent Moderate Allocation | Mutual Fund | Allocation--50% to 70% Equity | |
| TMAFX | Thrivent Moderately Aggressive | Mutual Fund | Allocation--70% to 85% Equity | |
| TMAAX | Thrivent Moderately Aggressive | Mutual Fund | Allocation--70% to 85% Equity | |
| TAAIX | Thrivent Aggressive Allocation | Mutual Fund | Allocation--85%+ Equity |
Thrivent Mid Cap Risk Profiles
| Mean Deviation | 0.708 | |||
| Semi Deviation | 0.6676 | |||
| Standard Deviation | 0.9658 | |||
| Variance | 0.9327 |
Thrivent Mid Against Markets
Other Information on Investing in Thrivent Mutual Fund
Thrivent Mid 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 Mid security.
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