Thrivent Balanced Income Fund Quote
| AABFX Fund | USD 13.97 0.05 0.36% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Thrivent Balanced is trading at 13.97 as of the 26th of December 2024; that is 0.36% up since the beginning of the trading day. The fund's open price was 13.92. Thrivent Balanced has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 26th of November 2024 and ending today, the 26th of December 2024. Click here to learn more.
Under normal circumstances, the fund invests 25-65 percent in equity securities and 35-75 percent in debt securities. The equity securities in which the fund invests may include common stock, preferred stock, securities convertible into common stock, or securities or other instruments the price of which is linked to the value of common stock.. More on Thrivent Balanced Income
Moving together with Thrivent Mutual Fund
Thrivent Mutual Fund Highlights
| Fund Concentration | Thrivent Funds, Large Blend Funds, Allocation--30% to 50% Equity Funds, Allocation--30% to 50% Equity, Thrivent Funds (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 28th of February 2023 |
| Fiscal Year End | October |
Thrivent Balanced Income [AABFX] is traded in USA and was established 26th of December 2024. Thrivent Balanced is listed under Thrivent Funds category by Fama And French industry classification. The fund is listed under Allocation--30% to 50% Equity category and is part of Thrivent Funds family. This fund presently has accumulated 404.45 M in assets under management (AUM) with no minimum investment requirementsThrivent Balanced Income is currently producing year-to-date (YTD) return of 8.39% with the current yeild of 0.03%, while the total return for the last 3 years was 2.2%.
Check Thrivent Balanced 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 Balanced Income 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 Balanced Income Mutual Fund Constituents
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| AAPL | Apple Inc | Stock | Information Technology | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| CSCO | Cisco Systems | Stock | Information Technology | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| JNJ | Johnson Johnson | Stock | Health Care | |
| MSFT | Microsoft | Stock | Information Technology | |
| C | Citigroup | Stock | Financials |
Thrivent Balanced Income Risk Profiles
| Mean Deviation | 0.2828 | |||
| Standard Deviation | 0.4267 | |||
| Variance | 0.1821 | |||
| Risk Adjusted Performance | (0.07) |
Thrivent Balanced Against Markets
Other Information on Investing in Thrivent Mutual Fund
Thrivent Balanced 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 Balanced security.
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| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators |