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THMAX Thrivent Moderate Allocation A

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Fund THMAX Thrivent Moderate Allocation A TMAIX Thrivent Moderate Allocation S  
Similarity
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100% 100%
Annual Fees
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$112.70
(1.08% Exp. Ratio)
$76.18
(0.73% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.35% annual return
$25,917.70 $28,814.69
Est. savings over 30 yrs +$2,896.99
Return
As of 11/30/16
1 YR RETURN 4.63%
3 YR 4.27%
5 YR 7.63%
10 YR 4.69%
1 YR RETURN 4.96%
3 YR 4.64%
5 YR 7.99%
10 YR 5.03%
Description
The investment seeks long-term capital growth while providing reasonable stability of principal. The fund pursues its objective by investing in a combination of underlying funds and directly held financial instruments. It allocates 35%-75% of its assets in equity securities, and 25%-55% in debt securities. The fund may also enter into credit default swap agreements on security indexes. It may enter into standardized derivatives contracts traded on domestic or foreign securities exchanges, boards of trade, or similar entities, and non-standardized derivatives contracts traded in the over-the-counter market.
The investment seeks long-term capital growth while providing reasonable stability of principal. The fund pursues its objective by investing in a combination of underlying funds and directly held financial instruments. It allocates 35%-75% of its assets in equity securities, and 25%-55% in debt securities. The fund may also enter into credit default swap agreements on security indexes. It may enter into standardized derivatives contracts traded on domestic or foreign securities exchanges, boards of trade, or similar entities, and non-standardized derivatives contracts traded in the over-the-counter market.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.

Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.

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