Thrivent Moderately Servative Fund Quote

TCAAX Fund  USD 12.95  0.06  0.46%   

Performance

22 of 100

 
Weak
 
Strong
Solid

Odds Of Distress

Less than 14

 
High
 
Low
Low
Thrivent Moderately is trading at 12.95 as of the 19th of July 2024; that is 0.46% down since the beginning of the trading day. The fund's open price was 13.01. Thrivent Moderately has less than a 14 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. Equity ratings for Thrivent Moderately Servative are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 19th of June 2024 and ending today, the 19th of July 2024. Click here to learn more.
The fund invests in a combination of other funds managed by the Adviser and directly held financial instruments. The fund is designed for investors who seek long-term capital growth with reasonable stability of principal and more conservative levels of risk and volatility. More on Thrivent Moderately Servative

Moving together with Thrivent Mutual Fund

  0.86TWAIX Thrivent Partner WorPairCorr
  0.95THLCX Thrivent Large CapPairCorr
  0.96THLIX Thrivent Limited MaturityPairCorr
  0.98THMAX Thrivent ModeratePairCorr
  0.95THMBX Thrivent High IncomePairCorr
  0.97THYFX Thrivent DiversifiedPairCorr

Thrivent Mutual Fund Highlights

Fund ConcentrationThrivent Funds, Large Blend Funds, Allocation--30% to 50% Equity Funds, Allocation--30% to 50% Equity, Thrivent Funds (View all Sectors)
Update Date30th of June 2024
Expense Ratio Date28th of February 2023
Fiscal Year EndOctober
Thrivent Moderately Servative [TCAAX] is traded in USA and was established 19th of July 2024. Thrivent Moderately is listed under Thrivent Funds category by Fama And French industry classification. The fund is listed under Allocation--30% to 50% Equity category and is part of Thrivent Funds family. This fund at this time has accumulated 1.12 B in assets with no minimum investment requirementsThrivent Moderately is currently producing year-to-date (YTD) return of 6.18% with the current yeild of 0.03%, while the total return for the last 3 years was 1.06%.
Check Thrivent Moderately 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 Moderately Servative 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 Moderately Servative Mutual Fund Constituents

LBHIXThrivent High YieldMutual FundHigh Yield Bond
LBIIXThrivent Income FundMutual FundCorporate Bond
THLCXThrivent Large CapMutual FundLarge Growth
THLIXThrivent Limited MaturityMutual FundShort-Term Bond
TLVIXThrivent Large CapMutual FundLarge Value
TLVOXThrivent Low VolatilityMutual FundWorld Large-Stock Blend
TMSIXThrivent Mid CapMutual FundMid-Cap Blend
TWAIXThrivent Partner WorldwideMutual FundForeign Large Blend
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Thrivent Moderately Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Thrivent Moderately market risk premium is the additional return an investor will receive from holding Thrivent Moderately long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Thrivent Moderately. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Thrivent Moderately's alpha and beta are two of the key measurements used to evaluate Thrivent Moderately's performance over the market, the standard measures of volatility play an important role as well.

Thrivent Moderately Against Markets

Other Information on Investing in Thrivent Mutual Fund

Thrivent Moderately 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 Moderately security.
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