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Thrivent Income A LUBIX

Quantitative rating as of
  • NAV / 1-Day Return 8.18  /  0.50 %
  • Total Assets 938.1 Mil
  • Adj. Expense Ratio
    0.750%
  • Expense Ratio 0.740%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Corporate Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 3.30%
  • Effective Duration 6.70 years

Morningstar’s Analysis LUBIX

Will LUBIX outperform in future?

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

Summary

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Thrivent Income A’s strong process and parent firm are the foundation for this strategy's Morningstar Quantitative Rating of Silver. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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