Thrivent Large Cap Value Fund Class S (TLVIX)

Overview

The company in question is a fund that primarily focuses on investing a significant portion of its net assets, specifically at least 80%, in equity securities of large companies. This commitment also extends to the amount it borrows for investment purposes. The investments span both domestic and international markets, indicating a broad and diversified approach. The Adviser, responsible for managing the fund's investments, prioritizes equity securities of large companies. These are corporations with market capitalizations that align with those listed in prominent indexes like the Russell 1000® Index, S&P 500® Index, or those classified within the large company market capitalization categories by recognized entities such as Morningstar or Lipper, Inc. The fund's strategy mirrors a clear focus on stability and growth potential offered by established entities in the global market.

Products and Services

• Equity Securities Investment

  This service forms the cornerstone of the fund's offerings, focusing on the acquisition of equity securities — shares of stock representing ownership in large companies. The fund's strategy is heavily inclined towards entities with a robust market presence, evident from their market capitalization. Such investments aim to harness the growth potential and stable returns typically associated with well-established firms.

• Domestic and International Equity Exposure

  Distinctively, the fund does not limit its horizons to domestic markets. Instead, it extends its scope to international companies, thereby offering its clients a chance to diversify their investments globally. The presence in both domestic and international equity markets is poised to capture growth across a broader spectrum, potentially mitigating risks associated with geographic and economic cycles.

• Adherence to Prominent Indices

  An integral part of the fund's strategy is its alignment with major market indices, such as the Russell 1000® Index and the S&P 500® Index. Additionally, it considers the classifications by authoritative financial information services, including Morningstar and Lipper, Inc., to select its equity securities. This method ensures that investments are not just large in market capitalization but also resonate with the overall market movements, benchmarks, and standards set by leading indices.