Thrivent Moderately Aggressive Allocation Fund Class A (TMAAX)

Overview

The fund is a diversified investment portfolio designed to meet the needs of investors seeking a balance between long-term capital growth and risk management. By investing in a mix of other funds managed by the Adviser along with directly held financial instruments, it aims to achieve its objective while catering to investors who are comfortable with moderately higher levels of risk and volatility for potentially greater returns. The strategic allocation of assets primarily in equity securities, with a significant portion in debt securities, underlines its approach towards achieving growth with a controlled risk profile.

Products and Services

• Equity Securities Investment

  The fund allocates 60%-90% of its assets in equity securities, targeting long-term capital growth. This substantial allocation towards stocks and equity assets is indicative of its aim to capitalize on the growth potential of the market, suitable for investors with a moderate to high-risk tolerance and a long-term investment horizon.

• Debt Securities Investment

  By investing 10%-40% of its assets in debt securities, the fund provides a balancing element to its growth-focused strategy. This portion of the portfolio is aimed at mitigating risk and volatility through income-generating bonds and other debt instruments, making it an integral part of the fund’s diversified approach.