Morningstar

Thrivent Aggressive Allocation Fund Class A TAAAX

Morningstar Medalist Rating
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  • NAV / 1-Day Return $22.36  /  0.00
  • Fund Size $3.6B
  • Adjusted Expense Ratio 1.220%
  • Net Expense Ratio 0.920%
  • Fee Level: Distribution High
  • Share Class Type Front Load
  • Morningstar Category Aggressive Allocation
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) High/Moderate
  • Investment Status Open
  • TTM Yield 0.69%
  • Turnover Ratio 61%
NAV and 1-Day Return as of

Morningstar’s Analysis TAAAX

Will TAAAX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable TAAAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the TAAAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of TAAAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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Morningstar Automated Analysis

Summary

Thrivent Aggressive Allocation A holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

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Portfolio Holdings TAAAX

More TAAAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 47.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
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