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Morningstar

Thrivent International Allocation S TWAIX

Morningstar Medalist Rating
Medalist Rating as of | See Thrivent Investment Hub
  • NAV / 1-Day Return 10.21  /  0.00
  • Total Assets 733.0 Mil
  • Adj. Expense Ratio
    0.810%
  • Expense Ratio 0.810%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Foreign Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 2.92%
  • Turnover 92%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:09 PM GMT+0

Morningstar’s Analysis TWAIX

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

  • People Pillar

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

A sound investment process and strong management team underpin Thrivent International Allocation S's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings TWAIX

More TWAIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 18.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
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—

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