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TLVIX Thrivent Large Cap Value S

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Fund TLVIX Thrivent Large Cap Value S VTV Vanguard Value ETF VVIAX Vanguard Value Index Adm  
Similarity
?
100% 93% 93%
Annual Fees
?
$54.93
(0.52% Exp. Ratio)
$8.45
(0.08% Exp. Ratio)
$8.45
(0.08% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.64% annual return
$44,356.99 $50,636.25 $50,636.25
Est. savings over 30 yrs +$6,279.26 +$6,279.26
Return
As of 11/30/16
1 YR RETURN 12.50%
3 YR 7.78%
5 YR 14.00%
10 YR 5.91%
1 YR RETURN 12.74%
3 YR 9.25%
5 YR 14.93%
10 YR 5.96%
1 YR RETURN 12.75%
3 YR 9.25%
5 YR 14.92%
10 YR 5.96%
Description
The investment seeks to achieve long-term growth of capital. The fund normally invests at least 80% of its net assets (plus the amount of any borrowing for investment purposes) in securities of large companies. The adviser focuses mainly on the securities of large companies which have market capitalizations similar to those included in widely known indices such as the S&P 500/Citigroup Value Index, the Russell 1000® Value Index, or the large company market capitalization classifications published by Lipper, Inc.
The investment seeks to track the performance of a benchmark index that measures the investment return of large-capitalization value stocks. The fund employs an indexing investment approach designed to track the performance of the CRSP US Large Cap Value Index, a broadly diversified index predominantly made up of value stocks of large U.S. companies. The advisor attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.
The investment seeks to track the performance of a benchmark index that measures the investment return of large-capitalization value stocks. The fund employs an indexing investment approach designed to track the performance of the CRSP US Large Cap Value Index, a broadly diversified index predominantly made up of value stocks of large U.S. companies. The advisor attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.

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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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