TLVOX : Thrivent Low Volatility Equity Fund Class S

TLVOX is a Allocation Market Total World with HIGH fees.

TLVOX

Thrivent Low Volatility Equity Fund Class S

FI Score

23 /100

Expense Ratio Rating

4 /10

Expense Rating

0 /10

Market Score

2 /10

Category Score

5 /10

Market Size

2 /10

23% FI Score
  • tlvox
  • Mutual Fund
  • Allocation
  • Total World

Thrivent Low Volatility Equity Fund Class S

Expenses: 1.20% (Better than 0% of similar funds)

This is a bad choice for a Total World Allocation fund. See why ยป

Fund Summary

The investment seeks long-term capital appreciation with lower volatility relative to the global equity markets. Under normal circumstances, the fund invests at least 80% of its net assets (plus the amount of any borrowing for investment purposes) in equity securities. It may invest in securities denominated in U.S. dollars and the currencies of the foreign countries in which it may invest. The fund typically has full currency exposure to those markets in which it invests. It may buy or sell equity index futures for investment exposure or hedging purposes.

Largest Holdings

Amount Holding
2.13% Johnson & Johnson
2.13% Verizon Communications Inc
2.11% NTT DOCOMO Inc
2.00% Procter & Gamble Co
1.96% Roche Holding AG Dividend Right Cert.
1.90% PepsiCo Inc
1.79% MSCI World USD Net Total Return Future June 20
1.79% Swiss Prime Site AG
1.76% McDonald's Corp
1.74% Coca-Cola Co
1.66% Equity Residential
1.64% Nestle SA
1.62% DTE Energy Co
1.61% Consolidated Edison Inc
1.60% Paychex Inc
1.57% HKT Trust and HKT Ltd
1.47% Berkshire Hathaway Inc Class B
1.45% Republic Services Inc Class A
1.43% Merck & Co Inc
1.36% Danaher Corp
1.26% Chocoladefabriken Lindt & Spruengli AG
1.23% Arthur J. Gallagher & Co
1.20% Japan Tobacco Inc
1.19% Lockheed Martin Corp
1.18% Duke Energy Corp

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo