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Thrivent Aggressive Allocation Fund Class S (TAAIX)

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20.94 -0.12    -0.57%
07:00:00 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 1.5B
Type:  Fund
Market:  United States
Issuer:  Thrivent
Asset Class:  Equity
Thrivent Aggressive Allocation S 20.94 -0.12 -0.57%

TAAIX Overview

 
On this page you'll find an in-depth profile of Thrivent Aggressive Allocation Fund Class S. Learn about the key management, total assets, investment strategy and contact information of TAAIX among other information.
Category

Allocation--85%+ Equity

Total Assets

1.5B

Expenses

0.76%

Inception Date

38533

Investment Strategy

The investment seeks long-term capital growth. The fund pursues its objective by investing in a combination of other funds managed by the Adviser and directly held financial instruments. It is designed for investors who seek greater long-term capital growth and are comfortable with higher levels of risk and volatility. The fund allocates 75%-100% of its assets in equity securities, and 0%-25% in debt securities.

Contact Information

Address 625 Fourth Avenue South
Minneapolis,MN 55415
United States
Phone -

Top Executives

Name Title Since Until
David R. Spangler Vice President 2019 Now
Biography David Spangler, CFA, joined Thrivent in 2002 serving as Director of Thrivent’s Investment Product Management group. Currently, he is the Head of Mixed Asset and Market Strategies. He has served on Thrivent's Model Portfolios Committee since 2019. He has also served as a portfolio manager on the Thrivent Asset Allocation Funds since 2019.
David S. Royal - 2018 Now
Biography David Royal joined Thrivent in 2006. He is the President and Chief Investment Officer of Thrivent Mutual Funds and has served on the Thrivent Model Portfolio's Committee since 2018. He has also served as a portfolio manager on the Thrivent Asset Allocation Funds since 2018.
Stephen D. Lowe Senior Portfolio Manager 2016 Now
Biography Steve Lowe, CFA, joined Thrivent in 1997. He is the Chief Investment Strategist and has served on Thrivent's Model Portfolios Committee since 2017. He was most recently the Head of Fixed-Income Mutual Funds and has also served as the portfolio manager of various Thrivent mutual funds since 2009, including the Thrivent Asset Allocation Funds since 2016.
Mark L. Simenstad Vice President 2005 2021
Biography Mark L. Simenstad, CFA, is Chief Investment Strategist for Thrivent Asset Management and has been with Thrivent since 1999. He was previously vice president of Fixed Income Mutual Funds and Separate Accounts.
Darren M. Bagwell Director 2016 2020
Biography Darren M. Bagwell, CFA has been with Thrivent since 2002 in an investment management capacity and currently is a Senior Equity Portfolio Manager.
David C. Francis Vice President 2005 2019
Biography Francis is vice president of Investment Equities and has been with Thrivent since 2001. He was managing director of institutional asset management for First Union National Bank of North Carolina, his employer since 1994. One year prior to this, Francis served as director of equity management. He also worked for Federated Investors as senior vice president and portfolio manager for 16 years. Francis holds the Chartered Financial Analyst designation.
Russell W. Swansen CIO (Chief Investment Officer) 2005 2017
Biography Swansen is the chief investment officer of Thrivent Asset Mgt. and Thrivent Financial for Lutherans (Thrivent) and serves as the team leader. Prior to joining Thrivent in 2004, he was a managing director of Colonnade Advisors, LLC from 2001 to 2003, and the president and chief investment officer of PPM America from 1999 to 2000.
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