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Thrivent Large Cap Value A (AAUTX) Fund Ranking and Research

Ranking, Research and Recommendation of Thrivent Large Cap Value A (AAUTX) Fund

    Last Trade: $21.08 on 5/23/2017, Change: +0.08 (0.38%)

 

Graph of Thrivent Large Cap Value A Fund (AAUTX) ManagerFund Manager - Kurt J. Lauber

Fund Manager Information

Fund Manager Tenure: 4.2 years
Fund Family: Thrivent
Fund Category: Large Value
Fund Performance: May 30, 2016
Fundmojo Fund Grade: D (Score: 0.49)     (What does this score mean?)

 

Graph of Thrivent Large Cap Value A Fund (AAUTX) ProfileThrivent Large Cap Value A Fund (AAUTX) Profile

Fund Profile and Description

Thrivent Large Cap Value A Fund seeks to achieve long-term growth of capital. Thrivent Large Cap Value A Fund normally 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 included in widely known indices such as the S&P 500/Citigroup Value index, the Russell 1000 Value index, or the large company market capitalization classifications published by Lipper, Inc.

 

Thrivent Large Cap Value A (AAUTX) Fund Strength What we like about Thrivent Large Cap Value A (AAUTX) Fund

Data for Thrivent Large Cap Value A Fund (AAUTX) as of May 30, 2016

  • Thrivent Large Cap Value A Fund (AAUTX) management has been with Thrivent Large Cap Value A Fund for 4.2 years
  • Thrivent Large Cap Value A Fund (AAUTX) has good short-term performance (1-year return -2.29% vs -2.36% Large Value category median performance)
  • Thrivent Large Cap Value A Fund (AAUTX) ratio of up-years vs down years is greater than 2
  • Asset base in Thrivent Large Cap Value A Fund (AAUTX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Thrivent Large Cap Value A Fund (AAUTX) has an annual stock turnover rate of 31.00% vs Large Value average of 44.39%. It is good that Thrivent Large Cap Value A management does not trade extensively for its return.
  • Thrivent Large Cap Value A Fund (AAUTX) has a lower expense ratio than its Large Value average: 0.94% vs 1.10%

Thrivent Large Cap Value A Fund (AAUTX) Weakness What we are cautious about Thrivent Large Cap Value A (AAUTX) Fund

Data for Thrivent Large Cap Value A Fund (AAUTX) as of May 30, 2016

  • Thrivent Large Cap Value A Fund (AAUTX) has a less-than-ideal mid-term performance (3-year return 7.05% vs 7.81% Large Value category median performance)
  • Thrivent Large Cap Value A Fund (AAUTX) has a less-than-ideal Long-term performance (5-year return 8.86% vs 9.15% Large Value category median performance)
  • Thrivent Large Cap Value A Fund (AAUTX) has a Morningstar rating of 3 and below
  • Thrivent Large Cap Value A Fund (AAUTX) is less safe compared to its Large Value peers
  • Thrivent Large Cap Value A Fund (AAUTX) is more volatile than its peers as it has a 3-year Standard Deviation of 12.61 that is higher than category average of 11.7
  • Thrivent Large Cap Value A Fund (AAUTX) carries a 4.5% load
See Thrivent Large Cap Value A Fund (AAUTX) performance details as of May 30, 2016

 

What do you think?

 

Compare Thrivent Large Cap Value A Fund (AAUTX)Compare with other top Large Value category mutual funds

Aadditional top Large Value mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Thrivent Large Cap Value A4.30-2.297.058.86
American Funds Washington Mutual R6 (RWMGX)4.012.339.9611.35Compare
Invesco Diversified Dividend A (LCEAX)6.815.3410.8311.26Compare
AB Growth and Income A (CABDX)2.632.169.1511.11Compare

See top fund managers for Large Value Category Funds

 

Compare Thrivent Large Cap Value A Fund (AAUTX)Compare with Large Value category ETFs

Some Large Value ETFs for your consideration

ETFYear to DateOne YearThree Year
Vanguard High Dividend Yield ETF (VYM)6.38%4.49%10.76%
WisdomTree Total Dividend ETF (DTD)6.26%3.08%10.25%
Schwab US Large-Cap Value ETF (SCHV)5.45%2.83%9.22%
iShares Morningstar Large-Cap Value (JKF)6.37%2.65%8.24%
WisdomTree Dividend ex-Financials ETF (DTN)8.12%2.21%9.53%

 

Graph of Thrivent Large Cap Value A Fund (AAUTX) Net Asset TrackingThrivent Large Cap Value A (AAUTX) Fund Net Asset

Track net asset change of Thrivent Large Cap Value A fund (AAUTX)

DateNet Asset
05/2016$802.46M
03/2016$773.21M
02/2016$710.31M
More historic net asset information on Thrivent Large Cap Value A Fund (AAUTX)

  

Graph of Thrivent Large Cap Value A Fund (AAUTX) Portfolio TrackingThrivent Large Cap Value A (AAUTX) Fund Portfolio Allocation

Track portfolio allocation change of Thrivent Large Cap Value A fund (AAUTX)

DateCashStockBondOther
03/20163.49%96.52%0%0%
01/20163.43%96.57%0%0%
12/20152.27%97.74%0%0%
Click here to see more historic asset allocation information on Thrivent Large Cap Value A Fund (AAUTX)

 

graph of Thrivent Large Cap Value A Fund (AAUTX) Top 10 Position TrackingTop 10 Holdings in Thrivent Large Cap Value A (AAUTX) Fund

Discover what Thrivent Large Cap Value A Fund (AAUTX) manager is buying

Mar 30, 2016
Cisco Systems, Inc. [4.64%]
Microsoft Corporation [3.83%]
CVS Health Corporation Common S [3.6%]
Pacific Gas & Electric Co. Comm [3.59%]
Merck & Company, Inc. Common St [3.58%]
Chevron Corporation Common Stoc [3.17%]
Comcast Corporation [3.06%]
Citigroup, Inc. Common Stock [2.98%]
Harley-Davidson, Inc. Common St [2.42%]

Jan 30, 2016
Cisco Systems, Inc. [4.17%]
Microsoft Corporation [4.11%]
Merck & Company, Inc. Common St [3.68%]
CVS Health Corporation Common S [3.6%]
Pacific Gas & Electric Co. Comm [3.54%]
Citigroup, Inc. Common Stock [3.27%]
Chevron Corporation Common Stoc [3.09%]
Comcast Corporation [3%]
Bank of America Corporation Com [2.62%]

Dec 30, 2015
Cisco Systems, Inc. [4.47%]
Microsoft Corporation [3.89%]
Citigroup, Inc. Common Stock [3.73%]
Merck & Company, Inc. Common St [3.6%]
CVS Health Corporation Common S [3.42%]
Pacific Gas & Electric Co. Comm [3.22%]
Chevron Corporation Common Stoc [3.02%]
Bank of America Corporation Com [2.93%]
Comcast Corporation [2.85%]
Click here for Stock Holding Change Map in Thrivent Large Cap Value A Fund (AAUTX)

  

Latest News on Thrivent Large Cap Value A (AAUTX) Fund

See what is happening with Thrivent Large Cap Value A Fund (AAUTX)

 

Thrivent Large Cap Value A Fund (AAUTX) Related ResourcesSee more information on Thrivent Large Cap Value A (AAUTX) Fund

Popular pages on Thrivent Large Cap Value A (AAUTX) Fund

  

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