Thrivent Small Cap Stock Fund Class S (TSCSX)

Overview

The company specializes in managing a fund that primarily focuses on investment in equity securities of small companies. By dedicating at least 80% of its net assets and any borrowing for investment purposes into the equity of smaller-sized firms, it aims to leverage the potential high growth of these companies. Investment decision-making heavily relies on the comparative market capitalizations of the companies, specifically looking at those within the range included in popular indices such as the Russell 2000® Index, S&P SmallCap 600® Index, or the classifications by well-known financial information services like Morningstar or Lipper, Inc. This focus indicates a strategic choice to invest in sectors that show significant potential for growth and value addition, guided by comprehensive market analysis and well-established benchmarks.

Products and Services

• Equity Securities Investments

The primary product of the fund is its investment in equity securities of small companies. This includes purchasing stocks or shares that constitute ownership or equity interest in these entities. The focus on small companies is driven by the belief in their potential for growth and profitability, despite being considered more volatile and risky compared to larger, more established firms. By investing in companies with market capitalizations similar to those in the Russell 2000® Index, S&P SmallCap 600® Index, or those identified by Morningstar or Lipper, Inc., the fund aims to provide investors with a diversified portfolio that includes high potential growth assets.

• Market Capitalization-Based Investment Strategy

This specialized service involves making investment decisions based on the market capitalization of companies, selecting those that fall into the small-cap category as defined by established indices. Market capitalization refers to the total market value of a company's outstanding shares and is a widely used metric to assess a company's size, growth potential, and risk. By focusing on smaller companies, the fund seeks to capitalize on the higher growth potential often found in such firms, which can result in higher returns for investors willing to accept the associated risks. This strategic approach is supported by rigorous analysis and comparison against widely known indices and classification systems.