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Thrivent Balanced Income Plus S IBBFX

Quantitative rating as of | See Thrivent Investment Hub
  • NAV / 1-Day Return 12.98  /  0.70 %
  • Total Assets 417.1 Mil
  • Adj. Expense Ratio
    0.740%
  • Expense Ratio 0.770%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Allocation—30% to 50% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Limited
  • Status Open
  • TTM Yield 2.54%
  • Turnover 211%

Morningstar’s Analysis IBBFX

Will IBBFX outperform in future?

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

Summary

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Thrivent Balanced Income Plus S’s strong process and parent firm underpin this strategy's Morningstar Quantitative Rating of Silver. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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