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Thrivent Large Cap Stock A (AALGX) Fund Ranking and Research

Ranking, Research and Recommendation of Thrivent Large Cap Stock A (AALGX) Fund

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

 

Graph of Thrivent Large Cap Stock A Fund (AALGX) ManagerFund Manager - Darren M. Bagwell

Fund Manager Information

Fund Manager Tenure: 2.5 years
Fund Family: Thrivent
Fund Category: World Stock
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.57)     (What does this score mean?)

 

Graph of Thrivent Large Cap Stock A Fund (AALGX) ProfileThrivent Large Cap Stock A Fund (AALGX) Profile

Fund Profile and Description

Thrivent Large Cap Stock A Fund seeks long-term capital growth. Thrivent Large Cap Stock A Fund invests at least 80% of net assets (plus the amount of any borrowing for investment purposes) in common stocks of large companies. It focuses mainly on the stocks of large U.S. companies which have market capitalizations similar to those in widely known indices such as the S&P 500 index, the Russell 1000 index, or the large company market capitalizations classifications published by Lipper, Inc.

 

Thrivent Large Cap Stock A (AALGX) Fund Strength What we like about Thrivent Large Cap Stock A (AALGX) Fund

Data for Thrivent Large Cap Stock A Fund (AALGX) as of May 30, 2016

  • Thrivent Large Cap Stock A Fund (AALGX) has good short-term performance (1-year return -4.29% vs -5.49% World Stock category median performance)
  • Thrivent Large Cap Stock A Fund (AALGX) has good mid-term performance (3-year return 7.02% vs 5.54% World Stock category median performance)
  • Thrivent Large Cap Stock A Fund (AALGX) has good Long-term performance (5-year return 7.26% vs 5.54% World Stock category median performance)
  • Thrivent Large Cap Stock A Fund (AALGX) ratio of up-years vs down years is greater than 2
  • Asset base in Thrivent Large Cap Stock A Fund (AALGX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Thrivent Large Cap Stock A Fund (AALGX) is less volatile than its peers as it has a 3-year Standard Deviation of 12.05, lower than category average of 12.23
  • Thrivent Large Cap Stock A Fund (AALGX) has a lower expense ratio than its World Stock average: 1.02% vs 1.27%

Thrivent Large Cap Stock A Fund (AALGX) Weakness What we are cautious about Thrivent Large Cap Stock A (AALGX) Fund

Data for Thrivent Large Cap Stock A Fund (AALGX) as of May 30, 2016

  • Thrivent Large Cap Stock A Fund (AALGX) management has been with Thrivent Large Cap Stock A Fund for only 2.5 years, it is hard to judge manager's ability based on this fund's operation record
  • Thrivent Large Cap Stock A Fund (AALGX) has a Morningstar rating of 3 and below
  • Thrivent Large Cap Stock A Fund (AALGX) has an annual stock turnover rate of 52.00% that is higher than the World Stock average of 48.02%. This could mean Thrivent Large Cap Stock A is more nimble, but also signal potential high tax impact and high trading fees
  • Thrivent Large Cap Stock A Fund (AALGX) carries a 4.5% load
See Thrivent Large Cap Stock A Fund (AALGX) performance details as of May 30, 2016

 

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Compare Thrivent Large Cap Stock A Fund (AALGX)Compare with other top World Stock category mutual funds

Aadditional top World Stock mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Thrivent Large Cap Stock A-0.33-4.297.027.26
Harbor Global Growth Instl (HGGAX)0.19-2.668.678.45Compare
VY Morgan Stanley Global Franchise A (IGFAX)5.175.327.528.58Compare
Columbia Select Global Equity A (IGLGX)2.741.016.585.54Compare

See top fund managers for World Stock Category Funds

 

Compare Thrivent Large Cap Stock A Fund (AALGX)Compare with World Stock category ETFs

Some World Stock ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares MSCI All Country World Mini Vol (ACWV)6.45%4.47%9.19%
First Trust Dow Jones Global Sel Div ETF (FGD)000
SPDR Global Dow ETF (DGT)0.96%-7.06%4.45%
WisdomTree Global Equity Income ETF (DEW)5.57%-5.89%1.79%
iShares MSCI ACWI (ACWI)2.11%-5.39%5.46%

 

Graph of Thrivent Large Cap Stock A Fund (AALGX) Net Asset TrackingThrivent Large Cap Stock A (AALGX) Fund Net Asset

Track net asset change of Thrivent Large Cap Stock A fund (AALGX)

DateNet Asset
05/2016$1.63B
03/2016$1.62B
02/2016$1.53B
More historic net asset information on Thrivent Large Cap Stock A Fund (AALGX)

  

Graph of Thrivent Large Cap Stock A Fund (AALGX) Portfolio TrackingThrivent Large Cap Stock A (AALGX) Fund Portfolio Allocation

Track portfolio allocation change of Thrivent Large Cap Stock A fund (AALGX)

DateCashStockBondOther
03/201613.78%84.38%0%1.83%
01/201612.57%85.87%0.8%0.77%
12/201515.17%84.55%0%0.29%
Click here to see more historic asset allocation information on Thrivent Large Cap Stock A Fund (AALGX)

 

graph of Thrivent Large Cap Stock A Fund (AALGX) Top 10 Position TrackingTop 10 Holdings in Thrivent Large Cap Stock A (AALGX) Fund

Discover what Thrivent Large Cap Stock A Fund (AALGX) manager is buying

Mar 30, 2016
EURO STOXX 50 Index Future June16 [7.16%]
mini MSCI EAFE Index BIC June16 [6.19%]
Apple Inc. [3.79%]
Starbucks Corporation [2.45%]
Amazon.com, Inc. [2.41%]
AutoZone, Inc. Common Stock [2.32%]
JP Morgan Chase & Co. Common St [2.32%]
Merck & Company, Inc. Common St [2.21%]
Alphabet Inc. [2.08%]
Alphabet Inc. [2.04%]

Jan 30, 2016
EURO STOXX 50 Index Future Mar16 [8.49%]
mini MSCI EAFE Index BIC [6.48%]
Apple Inc. [3.6%]
Starbucks Corporation [2.79%]
Amazon.com, Inc. [2.48%]
JP Morgan Chase & Co. Common St [2.42%]
AutoZone, Inc. Common Stock [2.32%]
Merck & Company, Inc. Common St [2.2%]
Alphabet Inc. [2.19%]
Alphabet Inc. [2.14%]

Dec 30, 2015
mini MSCI EAFE Index BIC [8.7%]
EURO STOXX 50 Index Future Mar16 [8.56%]
Apple Inc. [3.65%]
Starbucks Corporation [2.72%]
Amazon.com, Inc. [2.68%]
JP Morgan Chase & Co. Common St [2.52%]
Merck & Company, Inc. Common St [2.15%]
AutoZone, Inc. Common Stock [2.11%]
Alphabet Inc. [2.1%]
Alphabet Inc. [2.05%]
Click here for Stock Holding Change Map in Thrivent Large Cap Stock A Fund (AALGX)

  

Latest News on Thrivent Large Cap Stock A (AALGX) Fund

See what is happening with Thrivent Large Cap Stock A Fund (AALGX)

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Thrivent Large Cap Stock A Fund (AALGX) Related ResourcesSee more information on Thrivent Large Cap Stock A (AALGX) Fund

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