Morningstar

Thrivent Small Cap Stock Fund Class S TSCSX

Morningstar Medalist Rating
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Medalist Rating as of See Thrivent Investment Hub
  • NAV / 1-Day Return $35.83  /  +0.42 %
  • Fund Size $2.4B
  • Adjusted Expense Ratio 0.790%
  • Net Expense Ratio 0.790%
  • Fee Level: Distribution Low
  • Share Class Type No Load
  • Morningstar Category Small Blend
  • Equity Style Box (Funds) Small Blend
  • Minimum Initial Investment $2,000
  • Investment Status Open
  • TTM Yield 0.35%
  • Turnover Ratio 65%
NAV and 1-Day Return as of

Morningstar’s Analysis TSCSX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Thrivent Small 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 TSCSX

More TSCSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 17.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Littelfuse Inc

2.13 61M
Technology

Federal Agricultural Mortgage Corp Class C

1.97 56M
Financial Services

IES Holdings Inc

1.80 51M
Industrials

Moog Inc Class A

1.75 50M
Industrials

Ashland Inc

1.70 49M
Basic Materials

Twist Bioscience Corp

1.66 47M
Healthcare

Greif Inc Class A

1.66 47M
Consumer Cyclical

SharkNinja Inc

1.63 47M
Consumer Cyclical

Helios Technologies Inc

1.63 46M
Industrials

Encompass Health Corp

1.62 46M
Healthcare

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