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Morningstar

Thrivent High Yield S LBHIX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 4.10  /  0.20 %
  • Total Assets 685.6 Mil
  • Adj. Expense Ratio
    0.530%
  • Expense Ratio 0.520%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category High Yield Bond
  • Credit Quality / Interest Rate Sensitivity Low / Limited
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 5.61%
  • Effective Duration 3.60 years

USD | NAV as of Jan 30, 2023 | 1-Day Return as of Jan 30, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis LBHIX

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

People Pillar

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

Summary

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An incline in People Pillar rating is the primary driver of Thrivent High Yield S's upgrade to a Morningstar Quantitative Rating of Gold from Silver. The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

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