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Morningstar

Thrivent Small Cap Stock S TSCSX

Morningstar Medalist Rating
Medalist Rating as of | See Thrivent Investment Hub
  • NAV / 1-Day Return 26.63  /  0.30 %
  • Total Assets 2.4 Bil
  • Adj. Expense Ratio
    0.820%
  • Expense Ratio 0.820%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.37%
  • Turnover 42%

USD | NAV as of Sep 22, 2023 | 1-Day Return as of Sep 22, 2023, 10:19 PM GMT+0

Morningstar’s Analysis TSCSX

Will TSCSX 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 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.

A sound investment process and strong management team underpin Thrivent Small Cap Stock S's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings TSCSX

More TSCSX Holdings
  • Current Portfolio Date
  • Equity Holdings 97
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 21.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
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