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Thrivent Opportunity Income Plus Fund Class S (IIINX)
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07:00:00 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 685.22M
Thrivent Opportunity Income Plus S
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- Overview
- Profile
- Historical Data
- Holdings
IIINX Overview
On this page you'll find an in-depth profile of Thrivent Opportunity Income Plus Fund Class S. Learn about the key management, total assets, investment strategy and contact information of IIINX among other information.
Investment Strategy
The investment seeks a high level of current income, consistent with capital preservation. The fund primarily invests in a broad range of debt securities. The debt securities in which the fund invests may be of any maturity or credit quality, including high yield, high risk bonds, notes, debentures and other debt obligations commonly known as "junk bonds." At the time of purchase, these high-yield securities are rated below BBB- by S&P, or Baa3 by Moody's, or unrated but considered to be of comparable quality by the Adviser.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Theron G. Whitehorn | - | 2021 | Now |
| Stephen D. Lowe | Senior Portfolio Manager | 2018 | 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. | ||
| Kent L. White | Portfolio Co-Manager, investment grade research Manager, Senior Research An | 2015 | Now |
| Biography | White has been with Thrivent since 1999. Before serving as portfolio co-manager, he was, since 2004, an investment grade research manager. Prior to that position, White was a Senior Investment Grade Research Analyst. Whitehorn, CFA are jointly and primarily responsible for the day-to-day management of the Fund. Mr. Lowe has served as a portfolio manager of the Fund since May 2015. Mr. Anderson has served as a portfolio manager of the Fund since October 2018. Mr. Whitehorn has served as a portfolio manager of the Fund since February 2021. Mr. Lowe is Chief Investment Strategist and has been with Thrivent Financial since 1997. He has served as a portfolio manager since 2009. Mr. Anderson is Vice President, Fixed Income General Accounts. He has been with Thrivent Financial since 1997 and has served as a portfolio manager since 2000. Mr. Whitehorn is the Director of Fixed Income Quantitative Research and has been with Thrivent Financial since May 2018. | ||
| Conrad E. Smith | Portfolio Manager | 2013 | 2022 |
| Biography | Conrad Smith, CFA has served as a portfolio manager of the Fund since 2013. Mr. Smith has been with Thrivent Financial since 2004 and also manages the leveraged loan portfolio and the high yield bond portfolio of Thrivent Financial’s general account. | ||
| Gregory R. Anderson | Portfolio Manager | 2005 | 2022 |
| Biography | Mr. Anderson is the Vice President of Fixed Income Securities for Thrivent Financial and recently served as Senior Portfolio Manager of Thrivent Financial’s mortgage-backed securities (MBS) portfolio. He is also co-portfolio manager of certain Thrivent fixed income mutual funds. Mr. Anderson joined Thrivent Financial in 1997 and has held a variety of positions, including corporate bond investment analyst and securitized assets portfolio manager. Prior to that, he was employed at Telephone & Data Systems Inc from 1991 until 1997, serving as a senior treasury analyst from 1994 through 1997. | ||
| Paul J. Ocenasek | Portfolio Manager | 2015 | 2021 |
| Biography | Ocenasek has been with Thrivent Financial since 1987 and has been a portfolio manager since 1997. Ocenasek holds the Chartered Financial Analyst designation. | ||
| Michael G. Landreville | Portfolio Manager | 2002 | 2018 |
| Biography | Landreville has been with Thrivent Financial since 1983, and has served as associate portfolio manager from 1987 through 1997 and as a portfolio manager since 1998. Landreville holds the Chartered Financial Analyst designation. | ||
| Alan D. Onstad | Assistant Vice President, Portfolio Manager | 1999 | 2005 |
| Biography | Onstad is an assistant vice president and portfolio manager with Thrivent Investment Management, his employer since 1973. | ||
| Michael R. Hilt | Senior Portfolio Manager | 1995 | 1999 |
| Biography | Michael Hilt joined Ziegler Lotsoff Capital Management, LLC in 2012 as a Senior Portfolio Manager for the long/short credit mutual fund. Mr. Hilt has 25 years of experience in the industry with an expertise in High Yield and Convertible Bond management. His industry expertise includes the Chemicals, Metals and Mining, Oil and Gas, Paper and Packaging and REIT industries. Prior to joining the firm, Mr. Hilt was a Senior High Yield Analyst and Sector Portfolio Manager for The Travelers Companies, Inc. Mr. Hilt holds a BBA in Finance from the University of Wisconsin Madison, MS in Statistics from the University of Wisconsin Madison, and MBA from the Kellogg Graduate School of Business at Northwestern University. He is a Chartered Financial Analyst and Member of Mensa. | ||
| T. Brooks Beittel | Senior Vice President | 1987 | 1995 |
| Biography | T. Brooks Beittel serves as Executive Vice President and Assistant Chief Investment Officer of Duff & Phelps - Director, Fixed Income. He was Senior Vice President from 1993 through 2007. Mr. Beittel has been Secretary and Senior Vice President of DNP Select Income Fund Inc. since 1993, and Secretary of Duff & Phelps Utility and Corporate Bond Trust and of DTF Tax-Free Income Inc. since May 2005, and Secretary of Duff & Phelps Global Utility Income Fund Inc. since March 2011. Mr. Beittel concentrates his research and portfolio management on fixed-income securities. Prior to joining Duff & Phelps in 1987, he managed the Trust Investment Department for Huntington National Bank and worked in the Bank and Trust Investment Departments for National City Bank. He holds BA and MBA degrees from Ohio University. | ||
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