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Morningstar

Thrivent Moderately Cnsrv Allocation A TCAAX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 11.86  /  0.00
  • Total Assets 1.1 Bil
  • Adj. Expense Ratio
    0.820%
  • Expense Ratio 1.010%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Allocation—30% to 50% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 1.87%
  • Turnover 140%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:16 PM GMT+00:00

Morningstar’s Analysis TCAAX

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

People Pillar

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

Summary

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Strength in Thrivent Moderately Cnsrv Allocation A’s Parent Pillar and People Pillar drive this strategy's Morningstar Quantitative Rating of Bronze. 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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