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Thrivent Large Cap Value Fund Class S (TLVIX)

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29.51 -0.17    -0.57%
27/12 - Closed. Currency in USD
Type:  Fund
Market:  United States
Issuer:  Thrivent
Underlying:  S&P 500 Value TR
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 2.21B
Thrivent Large Cap Value S 29.51 -0.17 -0.57%

TLVIX Overview

 
Find basic information about the Thrivent Large Cap Value Fund Class S mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add TLVIX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change6.23%
Prev. Close29.68
Risk Rating
TTM Yield1.38%
ROE19.25%
IssuerThrivent
Turnover18%
ROA6.67%
Inception Date36462
Total Assets2.21B
Expenses0.56%
Min. Investment2,000
Market Cap86.95B
CategoryLarge Value
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Thrivent Large Cap Value Fund Class S News


Fed to deliver the next rate cut in March, Goldman says
Fed to deliver the next rate cut in March, Goldman says By Investing.com - Dec 27, 2024

Investing.com -- Goldman Sachs predicts that the Federal Reserve will deliver its next interest rate cut of 25 basis points (bps) in March 2025. The bank said in a note Friday that...

Thrivent Large Cap Value Fund Class S Analysis


Performance

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Condition

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%

Frequency

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Delivery Method

Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1208 1073 1285 1382 1851 2736
Fund Return 20.77% 7.26% 28.46% 11.39% 13.1% 10.59%
Place in category 646 250 548 385 161 112
% in Category 58 21 48 37 19 19

Top Equity Funds by Thrivent Funds

  Name Rating Total Assets YTD% 3Y% 10Y%
  Thrivent Series Moderately Aggressi 7.13B 17.97 5.71 8.31
  Thrivent Series Moderately Conserva 3.74B 11.13 2.59 5.00
  Thrivent Small Cap Stock S 2.73B 20.49 7.94 12.32
  Thrivent Large Cap Growth S 2.87B 30.92 8.47 15.07
  Thrivent Mid Cap Stock S 2.49B 18.95 5.41 11.68

Top Funds for Large Value Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Dodge & Cox Stock 70.82B 22.10 11.98 11.55
  Vanguard Equity-Income Adm 55.74B 20.82 11.53 10.54
  Vanguard Windsor II Admiral 51B 19.09 9.58 10.82
  American Funds American Mutual A 40.82B 20.22 10.11 9.79
  Vanguard Value Index Adm 39.97B 23.79 12.28 10.75

Top Holdings

Name ISIN Weight % Last Change %
  Exxon Mobil US30231G1022 2.88 106.48 -0.01%
  Wells Fargo&Co US9497461015 2.55 71.11 -0.91%
  Bank of America US0605051046 2.36 44.34 -0.47%
  J&J US4781601046 2.35 145.05 -0.36%
  Philip Morris US7181721090 2.29 121.45 -0.21%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Strong Sell Sell Buy
Technical Indicators Strong Sell Sell Strong Buy
Summary Strong Sell Sell Strong Buy
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