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Thrivent Small Cap Stock A (AASMX) Fund Ranking and Research

Ranking, Research and Recommendation of Thrivent Small Cap Stock A (AASMX) Fund

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

 

Graph of Thrivent Small Cap Stock A Fund (AASMX) ManagerFund Manager - James M. Tinucci

Fund Manager Information

Fund Manager Tenure: 3.6 years
Similar Funds: AASOX 
Fund Family: Thrivent
Fund Category: Small Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.77)     (What does this score mean?)

 

Graph of Thrivent Small Cap Stock A Fund (AASMX) ProfileThrivent Small Cap Stock A Fund (AASMX) Profile

Fund Profile and Description

Thrivent Small Cap Stock A Fund seeks long-term capital growth. Thrivent Small Cap Stock A Fund normally invests at least 80% of net assets (plus the amount of any borrowing for investment purposes) in securities of small companies. The Adviser focuses mainly in the securities of smaller U.S. companies which have market capitalizations similar to those companies included in widely known indices such as the S&P SmallCap 600 index or the Russell 2000 index. It primarily invests in common stocks.

 

Thrivent Small Cap Stock A (AASMX) Fund Strength What we like about Thrivent Small Cap Stock A (AASMX) Fund

Data for Thrivent Small Cap Stock A Fund (AASMX) as of May 30, 2016

  • Thrivent Small Cap Stock A Fund (AASMX) management has been with Thrivent Small Cap Stock A Fund for 3.6 years
  • Thrivent Small Cap Stock A Fund (AASMX) has good short-term performance (1-year return -2.12% vs -7.74% Small Growth category median performance)
  • Thrivent Small Cap Stock A Fund (AASMX) has good mid-term performance (3-year return 8.13% vs 6.86% Small Growth category median performance)
  • Thrivent Small Cap Stock A Fund (AASMX) ratio of up-years vs down years is greater than 2
  • Asset base in Thrivent Small Cap Stock A Fund (AASMX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Thrivent Small Cap Stock A Fund (AASMX) is less volatile than its peers as it has a 3-year Standard Deviation of 13.22, lower than category average of 15.82
  • Thrivent Small Cap Stock A Fund (AASMX) has a lower expense ratio than its Small Growth average: 1.23% vs 1.30%

Thrivent Small Cap Stock A Fund (AASMX) Weakness What we are cautious about Thrivent Small Cap Stock A (AASMX) Fund

Data for Thrivent Small Cap Stock A Fund (AASMX) as of May 30, 2016

  • Thrivent Small Cap Stock A Fund (AASMX) has a less-than-ideal Long-term performance (5-year return 6.23% vs 7.01% Small Growth category median performance)
  • Thrivent Small Cap Stock A Fund (AASMX) has a Morningstar rating of 3 and below
  • Thrivent Small Cap Stock A Fund (AASMX) has an annual stock turnover rate of 70.00% that is higher than the Small Growth average of 65.17%. This could mean Thrivent Small Cap Stock A is more nimble, but also signal potential high tax impact and high trading fees
  • Thrivent Small Cap Stock A Fund (AASMX) carries a 4.5% load
See Thrivent Small Cap Stock A Fund (AASMX) performance details as of May 30, 2016

 

What do you think?

 

Compare Thrivent Small Cap Stock A Fund (AASMX)Compare with other top Small Growth category mutual funds

Aadditional top Small Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Thrivent Small Cap Stock A5.33-2.128.136.23
Invesco Small Cap Growth A (GTSAX)2.31-6.349.449.20Compare
Brown Advisory Small-Cap Growth Inv (BIASX)1.441.9610.719.36Compare
Brown Capital Mgmt Small Co Inv (BCSIX)-0.292.9113.0511.17Compare

See top fund managers for Small Growth Category Funds

 

Compare Thrivent Small Cap Stock A Fund (AASMX)Compare with Small Growth category ETFs

Some Small Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
First Trust Small Cap Gr AlphaDEX ETF (FYC)2.08%0.72%8.41%
iShares S&P Small-Cap 600 Growth (IJT)3.38%0.39%10.55%
SPDR S&P 600 Small Cap Growth ETF (SLYG)3.30%0.18%10.49%
Vanguard S&P Small-Cap 600 Growth ETF (VIOG)2.78%0.08%10.38%
Vanguard Small-Cap Growth ETF (VBK)000

 

Graph of Thrivent Small Cap Stock A Fund (AASMX) Net Asset TrackingThrivent Small Cap Stock A (AASMX) Fund Net Asset

Track net asset change of Thrivent Small Cap Stock A fund (AASMX)

DateNet Asset
05/2016$443.42M
03/2016$425.07M
02/2016$399.58M
More historic net asset information on Thrivent Small Cap Stock A Fund (AASMX)

  

Graph of Thrivent Small Cap Stock A Fund (AASMX) Portfolio TrackingThrivent Small Cap Stock A (AASMX) Fund Portfolio Allocation

Track portfolio allocation change of Thrivent Small Cap Stock A fund (AASMX)

DateCashStockBondOther
03/20163.6%96.39%0%0.01%
01/20161.61%98.38%0%0%
12/20152.14%97.85%0%0.01%
Click here to see more historic asset allocation information on Thrivent Small Cap Stock A Fund (AASMX)

 

graph of Thrivent Small Cap Stock A Fund (AASMX) Top 10 Position TrackingTop 10 Holdings in Thrivent Small Cap Stock A (AASMX) Fund

Discover what Thrivent Small Cap Stock A Fund (AASMX) manager is buying

Mar 30, 2016
EMCOR Group, Inc. Common Stock [2.55%]
Microsemi Corporation [2.52%]
Synovus Financial Corp. Common [2.44%]
Granite Construction Incorporat [2.27%]
Broadridge Financial Solutions, [2.12%]
Virtusa Corporation [1.97%]
Hanmi Financial Corporation [1.9%]
Core-Mark Holding Company, Inc. [1.87%]
Teleflex Incorporated Common St [1.74%]
Curtiss-Wright Corporation Comm [1.71%]

Jan 30, 2016
Teleflex Incorporated Common St [3.39%]
Synovus Financial Corp. Common [2.73%]
EMCOR Group, Inc. Common Stock [2.53%]
Virtusa Corporation [2.48%]
Microsemi Corporation [2.21%]
Core-Mark Holding Company, Inc. [2.1%]
Broadridge Financial Solutions, [2.02%]
Hanmi Financial Corporation [1.98%]
Granite Construction Incorporat [1.94%]
PROGRESSIVE WASTE SOLUTIONS LTD [1.93%]

Dec 30, 2015
Teleflex Incorporated Common St [3.05%]
Synovus Financial Corp. Common [2.69%]
EMCOR Group, Inc. Common Stock [2.47%]
PROGRESSIVE WASTE SOLUTIONS LTD [2.2%]
Virtusa Corporation [2.13%]
Hanmi Financial Corporation [2.02%]
Granite Construction Incorporat [2.01%]
Core-Mark Holding Company, Inc. [1.97%]
Microsemi Corporation [1.89%]
Broadridge Financial Solutions, [1.89%]
Click here for Stock Holding Change Map in Thrivent Small Cap Stock A Fund (AASMX)

  

Latest News on Thrivent Small Cap Stock A (AASMX) Fund

See what is happening with Thrivent Small Cap Stock A Fund (AASMX)

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Thrivent Small Cap Stock A Fund (AASMX) Related ResourcesSee more information on Thrivent Small Cap Stock A (AASMX) Fund

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