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The investment seeks long-term capital growth. The fund invests at least 80% of its net assets (plus the amount of any borrowing for investment purposes) in equity securities of mid-sized companies. The Adviser focuses mainly on the equity securities of mid-sized U.S. companies which have market capitalizations equivalent to those included in widely known indices such as the Russell Midcap® Index, S&P MidCap 400® Index, or the mid-sized company market capitalization classifications published by Morningstar or Lipper, Inc.
Name | Title | Since | Until |
---|---|---|---|
Vikram Kaura | - | 2022 | Now |
J.P. McKim | - | 2022 | Now |
Brian J. Flanagan | Portfolio Manager | 2004 | Now |
Biography | Brian J. Flanagan, CFA has been with Thrivent Financial since 1994 and a portfolio manager since 2000. Flanagan holds the Chartered Financial Analyst designation. | ||
John E. Hintz | Director | 2004 | 2008 |
Biography | John Hintz, CFA® Co-Chief Investment Officer As Co-Chief of Investment Officer, John Hintz has focused on macro-economic analysis, fundamental analysis of markets and stocks, portfolio construction and separate account maintenance. In addition to his Chartered Financial Analyst (CFA®) designation, Mr. Hintz has undergraduate degrees in Finance and Marketing, and an MBA. His over two decades of investment management experience includes broad exposure to nearly all asset classes and fund objectives. In his former position at Thrivent Financial, Mr. Hintz was Senior Equity Portfolio Manager, Director of Equity Research and Senior Equity Research Analyst for the Fortune 500 financial services organization, which has more than $82 billion assets under management. He and a partner co-managed a Mid-Cap Stock Fund with $1.5 billion in assets. John also managed the fundamental research effort at Thrivent as Director of Equity Research while managing a staff of 10 CFA and MBA Senior Equity Research Analysts. | ||
Michael R. Hochholzer | Portfolio Manager | 1997 | 2004 |
Biography | Hochholzer is a portfolio manager with AAL Capital Management, his employer since 1989. Hochholzer is a Chartered Financial Analyst. | ||
Kevin A. Schmitting | Portfolio Manager | 1995 | 1997 |
Biography | Schmitting is a portfolio manager with AAL Capital Management, his employer since 1995. Previously, he was an investment director and portfolio manager with State of Wisconsin Investment Board. He was also associated with Robert W. Baird & Company and was a junior analyst with Piper, Jaffray and Hopwood. He brings more than 16 years of investment experience to the firm. Schmitting has earned his Chartered Financial Analyst designation. | ||
Gary L. Pilgrim | CIO (Chief Investment Officer) | 1995 | 1995 |
Biography | Pilgrim became chief investment officer of Pilgrim Baxter & Associates in 1982. Previously, he spent 15 years with Philadelphia National Bank, where he served as an analyst, director of research, and, ultimately, chief investment officer. Pilgrim holds the Chartered Financial Analyst designation and is a member of the Financial Analysts of Philadelphia. | ||
Christine M. Baxter | Portfolio Manager | 1995 | 1995 |
Biography | Baxter initially joined Pilgrim Baxter & Associates as a research intern in 1990, rejoined the company in 1991 as a research analyst, and began managing portfolios for the company in 1993. She is a bottom-up investor. Baxter is a Chartered Financial Analyst. She is a member of the Financial Analysts of Philadelphia, Inc. | ||
Bruce J. Muzina | Principal, Portfolio Manager | 1993 | 1995 |
Biography | Muzina is a principal and portfolio manager with Pilgrim Baxter & Associates. Prior to joining the firm in August 1985, he spent two years as a vice president and portfolio manager with Citibank Investment Management. From 1978 to 1983, he was a vice president and portfolio manager with Delaware Investment Advisors. Muzina takes a disciplined, systematic approach to growth-stock investing. Muzina was born October 30, 1945 in Philadelphia, Pennsylvania. |
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