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Morningstar

Thrivent Moderately Agrsv Allocation A TMAAX

Morningstar Analyst Rating
Quantitative rating as of | See Thrivent Investment Hub
  • NAV / 1-Day Return 15.22  /  0.91 %
  • Total Assets 3.8 Bil
  • Adj. Expense Ratio
    0.800%
  • Expense Ratio 1.090%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Allocation—70% to 85% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 0.95%
  • Turnover 62%

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

Morningstar’s Analysis TMAAX

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

People Pillar

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

Summary

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Thrivent Moderately Agrsv Allocation A’s strong process and parent firm underpin 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-costliest quintile among peers.

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