Thrivent Large Cap Fund Quote

TLVIX Fund  USD 33.01  0.40  1.23%   

Performance

12 of 100

 
Weak
 
Strong
Good

Odds Of Distress

Less than 17

 
High
 
Low
Low
Thrivent Large is trading at 33.01 as of the 21st of November 2024; that is 1.23 percent up since the beginning of the trading day. The fund's open price was 32.61. Thrivent Large has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Thrivent Large Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 22nd of October 2024 and ending today, the 21st of November 2024. Click here to learn more.
The fund invests at least 80 percent of its net assets in equity securities of large companies. The Adviser focuses mainly on the equity securities of large domestic and international companies which have market capitalizations equivalent to those included in widely known indices such as the Russell 1000 Index, SP 500 Index, or the large company market capitalization classifications published by Morningstar or Lipper, Inc.. More on Thrivent Large Cap

Moving together with Thrivent Mutual Fund

  0.71LBHIX Thrivent High YieldPairCorr
  0.93VVIAX Vanguard Value IndexPairCorr
  0.93DOXGX Dodge Cox StockPairCorr
  0.92AFMFX American MutualPairCorr

Moving against Thrivent Mutual Fund

  0.57TLVOX Thrivent Low VolatilityPairCorr

Thrivent Mutual Fund Highlights

Fund ConcentrationThrivent Funds, Large Value Funds, Large Value, Thrivent Funds, Large Value, Large Value (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date28th of February 2023
Fiscal Year EndOctober
Thrivent Large Cap [TLVIX] is traded in USA and was established 21st of November 2024. Thrivent Large is listed under Thrivent Funds category by Fama And French industry classification. The fund is listed under Large Value category and is part of Thrivent Funds family. This fund at this time has accumulated 2 B in assets with minimum initial investment of 2 K. Thrivent Large Cap is currently producing year-to-date (YTD) return of 17.78% with the current yeild of 0.01%, while the total return for the last 3 years was 8.76%.
Check Thrivent Large Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Thrivent Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Thrivent Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Thrivent Large Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Thrivent Large Cap Mutual Fund Constituents

AAPLApple IncStockInformation Technology
PCGPGE CorpStockUtilities
MDTMedtronic PLCStockHealth Care
WMTWalmartStockConsumer Staples
WFCWells FargoStockFinancials
VZVerizon CommunicationsStockCommunication Services
MSFTMicrosoftStockInformation Technology
MRKMerck CompanyStockHealth Care
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Thrivent Large Top Holders

TAAAXThrivent Aggressive AllocationMutual FundAllocation--85%+ Equity
THMAXThrivent Moderate AllocationMutual FundAllocation--50% to 70% Equity
TCAAXThrivent Moderately ServativeMutual FundAllocation--30% to 50% Equity
TCAIXThrivent Moderately ServativeMutual FundAllocation--30% to 50% Equity
TMAIXThrivent Moderate AllocationMutual FundAllocation--50% to 70% Equity
TMAFXThrivent Moderately AggressiveMutual FundAllocation--70% to 85% Equity
TMAAXThrivent Moderately AggressiveMutual FundAllocation--70% to 85% Equity
TAAIXThrivent Aggressive AllocationMutual FundAllocation--85%+ Equity
More Details

Thrivent Large Cap Risk Profiles

Thrivent Large Against Markets

Other Information on Investing in Thrivent Mutual Fund

Thrivent Large financial ratios help investors to determine whether Thrivent Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Thrivent with respect to the benefits of owning Thrivent Large security.
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