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Morningstar

Thrivent Mid Cap Growth S TMCGX

Morningstar Medalist Rating
Medalist Rating as of | See Thrivent Investment Hub
  • NAV / 1-Day Return 13.97  /  +0.22 %
  • Total Assets 32.6 Mil
  • Adj. Expense Ratio
    0.900%
  • Expense Ratio 0.900%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield —
  • Turnover 42%

USD | NAV as of Apr 25, 2024 | 1-Day Return as of Apr 25, 2024, 10:06 PM GMT+0

Morningstar’s Analysis TMCGX

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

  • People Pillar

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

A strong management team and sound investment process underpin Thrivent Mid Cap Growth S's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings TMCGX

More TMCGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 19.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
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2.03 616,088
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Chipotle Mexican Grill Inc

2.00 607,010
Consumer Cyclical

MSCI Inc

1.94 589,641
Financial Services

Synopsys Inc

1.93 586,685
Technology

Tyler Technologies Inc

1.89 574,940
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PTC Inc

1.82 554,957
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DexCom Inc

1.79 543,648
Healthcare

Dynatrace Inc Ordinary Shares

1.76 535,629
Technology