Looking at the durability of the firm's product roster, 68% of Thrivent products have both survived and beaten their respective category median over the past 10 years, as denoted by the firm's 10-year success ratio. A high success ratio indicates good performance and provides insight into a firm’s discipline around investment strategy and product development. The firm stands out from a cost perspective for its open-end and exchange-traded funds, demonstrating a firm-wide commitment to minimizing costs and maximizing investors' returns. On average, the firm's fees on its funds are in the second cheapest quintile of its category. Thrivent has seen some disruption among its portfolio management ranks in the past five years, denoted by elevated turnover compared to peer asset-management firms. Long-term stability tends to support positive results.
How Two Thrivent Managers Craft a Successful Small-Cap Stock Portfolio
A look into their process.