THMAX : Thrivent Moderate Allocation Fund Class A

THMAX is a Allocation Market All-In-One with MODERATE fees.

THMAX

Thrivent Moderate Allocation Fund Class A

FI Score

56 /100

Expense Ratio Rating

6 /10

Expense Rating

2 /10

Market Score

8 /10

Category Score

5 /10

Market Size

8 /10

56% FI Score
  • thmax
  • Mutual Fund
  • Allocation
  • All-In-One

Thrivent Moderate Allocation Fund Class A

Expenses: 0.80% (Better than 1% of similar funds)

This is an OK choice for a All-In-One Allocation fund. See why ยป

Fund Summary

The investment seeks long-term capital growth while providing reasonable stability of principal. 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. The fund allocates 35%-75% of its assets in equity securities, and 25%-65% in debt securities.

Largest Holdings

Amount Holding
6.89% E-mini S&P 500 Future June 20
6.65% Thrivent Large Cap Growth S
6.02% Thrivent Large Cap Value S
4.76% Thrivent Income S
4.28% MSCI EAFE Index Future June 20
4.07% Thrivent International Allocation S
3.61% Thrivent Low Volatility Equity S
3.36% Thrivent Mid Cap Stock S
2.57% Thrivent Limited Maturity Bond S
2.19% Thrivent Core Emerging Markets Debt
2.00% Federal National Mortgage Association 2.5%
1.85% MSCI Emerging Markets Index Future June 20
1.72% Thrivent Global Stock S
1.50% United States Treasury Notes 2.5%
1.37% Thrivent High Yield S
1.33% Federal National Mortgage Association 3%
1.32% Federal National Mortgage Association 2%
1.00% Euro Stoxx 50 Future June 20
1.00% United States Treasury Notes 2.88%
0.96% United States Treasury Notes 1.5%
0.94% Fnma Pass-Thru I 3.5%
0.85% Thrivent Small Cap Stock S
0.82% United States Treasury Notes 2%

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