Morningstar

Thrivent Mid Cap Stock Fund Class S TMSIX

Morningstar Medalist Rating
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Medalist Rating as of See Thrivent Investment Hub
  • NAV / 1-Day Return $39.86  /  +1.40 %
  • Fund Size $3.0B
  • Adjusted Expense Ratio 0.750%
  • Net Expense Ratio 0.750%
  • Fee Level: Distribution Below Average
  • Share Class Type No Load
  • Morningstar Category Mid-Cap Blend
  • Equity Style Box (Funds) Mid Growth
  • Minimum Initial Investment $2,000
  • Investment Status Open
  • TTM Yield 0.37%
  • Turnover Ratio 53%
NAV and 1-Day Return as of

Morningstar’s Analysis TMSIX

Will TMSIX outperform in the 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 TMSIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Thrivent Mid Cap Stock S holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings TMSIX

More TMSIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 23.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

State Street Instl US Govt MMkt Premier

2.75 85M
Cash and Equivalents

Steel Dynamics Inc

2.72 84M
Basic Materials

Arch Capital Group Ltd

2.53 78M
Financial Services

Nokia Oyj ADR

2.52 78M
Technology

Zebra Technologies Corp Ordinary Shares - Class A

2.51 77M
Technology

First Industrial Realty Trust Inc

2.36 73M
Real Estate

M&T Bank Corp

2.24 69M
Financial Services

Onto Innovation Inc

2.23 69M
Technology

Mettler-Toledo International Inc

2.18 67M
Healthcare

Illumina Inc

2.15 66M
Healthcare

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