Thrivent Mutual Funds named one of Barron’s top mutual fund families
Thrivent Mutual Funds has been named as the No. 3 fund family in Barron’s/ Lipper annual ranking of mutual fund families, based on performance for the year ending Dec. 31, 2015. The Feb. 8 issue of the magazine recognized 67 fund families for this year’s Barron’s/Lipper Fund Family Ranking.
“I’m proud to be able to offer the members that I serve products that rank well in the industry,” said Chris Fowler, a Thrivent Financial representative in Salisbury. “Investment products can be an important component of an individual’s journey to being wise with money and living generously.”
Thrivent funds are available for purchase through Thrivent financial representatives, as well as for purchase directly online at ThriventFunds.com.
The Lipper/Barron’s survey included 67 fund families with funds in five categories: general equity, world equity, mixed equity, taxable bond and tax exempt bond. Only funds with at least one year were included, minus the effect of sales charges/fund loads and 12b-1 fees. Rankings were asset weighted, so larger funds had a greater impact on a fund family’s overall ranking, and then weighted by category, with each category assigned a percentage. Fund families had to meet certain criteria to be included in the survey. Thrivent Mutual Funds was ranked 3 for the 1-year period, 36 over 5-years and 45 over 10-years for the period ending Dec. 31, 2015.
Thrivent Financial is represented in the Salisbury area by the Piedmont Regional Team, which includes Eric Brady, Chris Fowler and Jennifer Myers at 2507 Jake Alexander Blvd. S.