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Thrivent Balanced Income Plus I Fund (IBBFX)

Fund performance review and position details on Thrivent Balanced Income Plus I Fund (IBBFX)

    Last Trade: $ on , Change: (0%)

Thrivent Balanced Income Plus I Fund (IBBFX) HighlightThrivent Balanced Income Plus I Fund (IBBFX) Fund Summary

Thrivent Balanced Income Plus I Fund (IBBFX) statistics as of May 30, 2016

Category: Allocation--50% to 70% Equity
Fund Family: Thrivent
Net Asset: $285.40M
Yield: 2.7%
Year-to-Date Return: 3.29%
Morningstar rating: 4

 

Thrivent Balanced Income Plus I Fund (IBBFX) CostThrivent Balanced Income Plus I Fund (IBBFX) Cost

Thrivent Balanced Income Plus I Fund (IBBFX) various investment related cost

Initial Investment: 2,000
Total Expense Ratio (Allocation--50% to 70% Equity average): 0.67% (0.85%)
Max Front End Sales Load: 0%
Max Back End Sales Load: 0%
Annual Holdings Turnover: 148.00%

 

Thrivent Balanced Income Plus I Fund (IBBFX) PerformanceThrivent Balanced Income Plus I Fund (IBBFX) Performance

Most current Thrivent Balanced Income Plus I Fund (IBBFX) Performance

1-month Performance (Allocation--50% to 70% Equity category median performance): 0.92% (0.73%)
3-month Performance (Allocation--50% to 70% Equity category median performance): 6.91% (6.47%)
1 Year Performance (Allocation--50% to 70% Equity category median performance): -0.55% (-1.86%)
3 Year Performance (Allocation--50% to 70% Equity category median performance): 6.37% (5.29%)
5 Year Performance (Allocation--50% to 70% Equity category median performance): 6.46% (5.94%)
Number of Years of positive return: 13 years
Number of Years of negative return: 5 years
3 year Alpha (Allocation--50% to 70% Equity category average): 1.66 (0.36)
3 year Beta (Allocation--50% to 70% Equity category average): 0.99 (1.03)
3 year Sharpe Ratio: 0.88
3 year Treynor: 6.38

Thrivent Balanced Income Plus I Fund (IBBFX) topholdingTop Stock Holdings in Thrivent Balanced Income Plus I Fund (IBBFX)

See stock holding change map for more historic information

StockWeightingPrice change (15 mins delay)
2 Year US Treasury Note Future June164.1%N/A
FNMA1.21%N/A
US 10 Year Note (CBT) June161.03%N/A
US 5 Year Note (CBT) June161%N/A
US Ultra Bond (CBT) June160.75%N/A
Materials Select Sector SPDR® ETF0.68%N/A
Comcast Corporation0.67%0.00%
Utilities Select Sector SPDR® ETF0.67%N/A
Medtronic plc. Ordinary Shares0.63%0.00%
*Note: The price change will reset to 0 after the midnight

 

Thrivent Balanced Income Plus I Fund (IBBFX) Portfolio AllocationThrivent Balanced Income Plus I Fund (IBBFX) Fund Portfolio Allocation

Thrivent Balanced Income Plus I Fund (IBBFX) Fund Portfolio Allocation data as of 03/2016

Stock42.09%
Bond38.93%
Cash11.96%
Other3.88%

 

Thrivent Balanced Income Plus I Fund (IBBFX) CompareCompare with other Allocation--50% to 70% Equity category mutual funds

Below are some additional Allocation--50% to 70% Equity mutual funds generated out of our database

Fund1 Year3 year5 year
Thrivent Balanced Income Plus I-0.556.376.46
American Funds American Balanced R6 (RLBGX)3.328.289.60 Compare
Pioneer Classic Balanced Y (AYBLX)-2.026.897.06 Compare
American Century Balanced Instl (ABINX)-1.386.107.61 Compare

See top fund managers for Allocation--50% to 70% Equity Category Funds

 

Thrivent Balanced Income Plus I Fund (IBBFX) PerformanceOther Financial Data Web Sites on Thrivent Balanced Income Plus I Fund (IBBFX)

Addition research sites for Thrivent Balanced Income Plus I Fund (IBBFX)

 

Thrivent Balanced Income Plus I Fund (IBBFX) Related ResourcesSee more information on Thrivent Balanced Income Plus I (IBBFX) Fund

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