Morningstar

Thrivent Mid Cap Stock Fund Class A AASCX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See Thrivent Investment Hub
  • NAV / 1-Day Return $32.56  /  +1.40 %
  • Fund Size $3.0B
  • Adjusted Expense Ratio 0.970%
  • Net Expense Ratio 0.970%
  • Fee Level: Distribution Low
  • Share Class Type Front Load
  • Morningstar Category Mid-Cap Blend
  • Equity Style Box (Funds) Mid Growth
  • Minimum Initial Investment $2,000
  • Investment Status Open
  • TTM Yield 0.31%
  • Turnover Ratio 53%
NAV and 1-Day Return as of

Morningstar’s Analysis AASCX

Will AASCX 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 AASCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the AASCX 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 AASCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Thrivent Mid Cap Stock A holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings AASCX

More AASCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 23.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

State Street Instl US Govt MMkt Premier

2.75 85M
Cash and Equivalents

Steel Dynamics Inc

2.72 84M
Basic Materials

Arch Capital Group Ltd

2.53 78M
Financial Services

Nokia Oyj ADR

2.52 78M
Technology

Zebra Technologies Corp Ordinary Shares - Class A

2.51 77M
Technology

First Industrial Realty Trust Inc

2.36 73M
Real Estate

M&T Bank Corp

2.24 69M
Financial Services

Onto Innovation Inc

2.23 69M
Technology

Mettler-Toledo International Inc

2.18 67M
Healthcare

Illumina Inc

2.15 66M
Healthcare

Sponsor Center