Thrivent Core Low Volatility Equity Fund (0P0001CDD1)

Overview

The fund described operates with a focus on investing a majority of its assets in equity securities, prioritizing the stocks of domestic companies across various market capitalizations, including small- to mid-sized firms. The underlying investment strategy hinges on the pursuit of low volatility returns, guided by the fund's Adviser, who utilizes specific investment management techniques to achieve this objective. This strategy includes a commitment to invest at least 80% of the fund's net assets, in addition to any borrowed amounts for investment purposes, directly into the equity securities of these companies.

Products and Services

• Equity Securities Investments

  The fund primarily invests in equity securities, focusing on the common stocks of domestic companies. This includes a broad spectrum of market capitalizations, from large conglomerates to smaller, dynamic enterprises, encompassing both small- and mid-cap sized companies. The investment in equity securities forms the backbone of the fund's portfolio, aiming to harness growth through these diverse corporate engagements.

• Low Volatility Return Focus

  In its methodology, the fund emphasizes identifying investment opportunities that are expected to yield low volatility returns. This involves a deliberate selection process by the fund's Adviser, who leverages specialized investment management techniques to pinpoint securities that align with this criterion. The objective is to mitigate risk while seeking steady growth, making it a cornerstone of the fund's investment philosophy.

• Borrowing for Investment Purposes

  The strategy also includes the allowance for borrowing, augmenting the fund's capacity to invest beyond its net assets. This leverages additional resources to capitalize on promising investment opportunities, underlining the fund's proactive approach to managing its investments. Such maneuvers are executed with the goal of maximizing returns, while still aligning with the fund's overarching strategy of focusing on equity securities that showcase potential for low volatility returns.