Thrivent Mid Cap Stock Fund Class S (TMSIX)

Overview

The fund is a financial investment vehicle designed to allocate a significant portion of its resources into equity securities of mid-sized companies. With a strategic focus on the United States market, the fund aims to leverage the growth potential of mid-sized enterprises, which are defined by their market capitalization. The target market cap range for these investments is aligned with the benchmarks set by well-recognized indices such as the Russell Midcap® Index, S&P MidCap 400® Index, along with the classifications determined by esteemed financial information services like Morningstar or Lipper, Inc. By committing at least 80% of its net assets, in addition to any funds borrowed for investment purposes, the fund seeks to capitalize on the vibrant segment of mid-sized companies, banking on their potential for significant returns. The Adviser to the fund plays a critical role in identifying and managing these equity securities, guided by a deep understanding of the mid-cap space and an expert evaluation of its opportunities and risks.

Products and Services

This fund specializes in a unique array of products and services tailored to investors seeking exposure to mid-sized companies. Each offering is crafted with the intent to maximize returns while considering market risks and opportunities. The following are the fund's primary components:

• Equity Securities of Mid-Sized Companies: The fund's main product involves investing in the equity securities of mid-sized companies. These companies are selected based on their market capitalization, which falls within the range of those featured in widely recognized indices such as the Russell Midcap® Index and S&P MidCap 400® Index. This investment strategy is designed to tap into the growth potential of mid-sized companies that exhibit significant promise for sustainable performance.
• Advisory Services: Another crucial service offered by the fund is its advisory capability. The Adviser plays an essential role in the selection and management of investments. Leveraging extensive market knowledge and a comprehensive understanding of mid-sized companies, the Adviser aims to identify equities that are poised for growth. Their expertise encompasses analyzing market trends, evaluating company performance, and understanding the nuances of the mid-cap sector. This service ensures that the fund's investments are aligned with its objective of capitalizing on the opportunities within the mid-sized company segment.