Advertisement
Skip to Content
Morningstar

Thrivent Aggressive Allocation A TAAAX

Morningstar Analyst Rating
Quantitative rating as of | See Thrivent Investment Hub
  • NAV / 1-Day Return 16.47  /  0.90 %
  • Total Assets 2.1 Bil
  • Adj. Expense Ratio
    0.930%
  • Expense Ratio 1.160%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Allocation—85%+ Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity High / Moderate
  • Status Open
  • TTM Yield 0.65%
  • Turnover 42%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:39 PM GMT+00:00

Morningstar’s Analysis TAAAX

Will TAAAX 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 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.

Summary

|

Thrivent Aggressive Allocation A’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.

Unlock our full analysis with Morningstar Investor