Thrivent

A contributing factor to the firm's favorable rating is its impressive track record of endurance. The Thrivent 10-year success ratio is 70%, meaning that over the period, 70% of its products have survived and beaten their respective category median. A high success ratio indicates good performance and provides insight into a firm’s discipline around investment strategy and product development. The firm tends to offer open-end and exchange-traded products at lower costs, a strength of the firm. On average, expenses for the firm's funds land in the second-cheapest quintile of category peers. Finally, the Thrivent portfolio management team has lacked continuity over the past five years, denoted by elevated levels of turnover, which bears watching.