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Thrivent Balanced Income Plus I (IBBFX) Fund Ranking and Research

Ranking, Research and Recommendation of Thrivent Balanced Income Plus I (IBBFX) Fund

    Last Trade: $12.90 on 8/21/2017, Change: +0.01 (0.08%)

 

Graph of Thrivent Balanced Income Plus I Fund (IBBFX) ManagerFund Manager - Noah J. Monsen

Fund Manager Information

Fund Manager Tenure: 2.3 years
Fund Family: Thrivent
Fund Category: Allocation--50% to 70% Equity
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.73)     (What does this score mean?)

 

Graph of Thrivent Balanced Income Plus I Fund (IBBFX) ProfileThrivent Balanced Income Plus I Fund (IBBFX) Profile

Fund Profile and Description

Thrivent Balanced Income Plus I Fund seeks long-term total return through a balance between income and the potential for long-term capital growth by investing primarily in a diversified portfolio of common stocks, bonds and money market instruments. Thrivent Balanced Income Plus I Fund is authorized to invest anywhere between 35% to 75% of assets in common stocks, 25% to 50% in fixed-income securities, and up to 40% in money market instruments.

 

Thrivent Balanced Income Plus I (IBBFX) Fund Strength What we like about Thrivent Balanced Income Plus I (IBBFX) Fund

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

  • Thrivent Balanced Income Plus I Fund (IBBFX) is a new fund and has been performing well against its peers for both three-month and 1-year performance
  • Thrivent Balanced Income Plus I Fund (IBBFX) has good short-term performance (1-year return -0.55% vs -1.86% Allocation--50% to 70% Equity category median performance)
  • Thrivent Balanced Income Plus I Fund (IBBFX) has good mid-term performance (3-year return 6.37% vs 5.29% Allocation--50% to 70% Equity category median performance)
  • Thrivent Balanced Income Plus I Fund (IBBFX) has good Long-term performance (5-year return 6.46% vs 5.94% Allocation--50% to 70% Equity category median performance)
  • Thrivent Balanced Income Plus I Fund (IBBFX) ratio of up-years vs down years is greater than 2
  • Thrivent Balanced Income Plus I Fund (IBBFX) has a Morningstar rating of 4 and above
  • Asset base in Thrivent Balanced Income Plus I Fund (IBBFX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Thrivent Balanced Income Plus I Fund (IBBFX) is less volatile than its peers as it has a 3-year Standard Deviation of 7.28, lower than category average of 7.71
  • Thrivent Balanced Income Plus I Fund (IBBFX) has a lower expense ratio than its Allocation--50% to 70% Equity average: 0.67% vs 0.85%
  • Thrivent Balanced Income Plus I Fund (IBBFX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Thrivent Balanced Income Plus I Fund (IBBFX) Weakness What we are cautious about Thrivent Balanced Income Plus I (IBBFX) Fund

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

  • Thrivent Balanced Income Plus I Fund (IBBFX) management has been with Thrivent Balanced Income Plus I Fund for only 2.3 years, it is hard to judge manager's ability based on this fund's operation record
  • Thrivent Balanced Income Plus I Fund (IBBFX) has an annual stock turnover rate of 148.00% that is higher than the Allocation--50% to 70% Equity average of 53.61%. This could mean Thrivent Balanced Income Plus I is more nimble, but also signal potential high tax impact and high trading fees
See Thrivent Balanced Income Plus I Fund (IBBFX) performance details as of May 30, 2016

 

What do you think?

 

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

Aadditional top Allocation--50% to 70% Equity mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Thrivent Balanced Income Plus I3.29-0.556.376.46
American Funds American Balanced R6 (RLBGX)3.613.328.289.60Compare
Pioneer Classic Balanced Y (AYBLX)1.60-2.026.897.06Compare
American Century Balanced Instl (ABINX)2.88-1.386.107.61Compare

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

 

Compare Thrivent Balanced Income Plus I Fund (IBBFX)Compare with Allocation--50% to 70% Equity category ETFs

Some Allocation--50% to 70% Equity ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares Core Growth Allocation (AOR)2.87%-1.59%5.38%

 

Graph of Thrivent Balanced Income Plus I Fund (IBBFX) Net Asset TrackingThrivent Balanced Income Plus I (IBBFX) Fund Net Asset

Track net asset change of Thrivent Balanced Income Plus I fund (IBBFX)

DateNet Asset
05/2016$285.40M
03/2016$277.39M
02/2016$266.18M
More historic net asset information on Thrivent Balanced Income Plus I Fund (IBBFX)

  

Graph of Thrivent Balanced Income Plus I Fund (IBBFX) Portfolio TrackingThrivent Balanced Income Plus I (IBBFX) Fund Portfolio Allocation

Track portfolio allocation change of Thrivent Balanced Income Plus I fund (IBBFX)

DateCashStockBondOther
03/201611.96%42.09%38.93%3.88%
01/201613.01%40.1%37.85%5.3%
12/201512.67%41.67%37.32%4.92%
Click here to see more historic asset allocation information on Thrivent Balanced Income Plus I Fund (IBBFX)

 

graph of Thrivent Balanced Income Plus I Fund (IBBFX) Top 10 Position TrackingTop 10 Holdings in Thrivent Balanced Income Plus I (IBBFX) Fund

Discover what Thrivent Balanced Income Plus I Fund (IBBFX) manager is buying

Mar 30, 2016
2 Year US Treasury Note Future June16 [4.1%]
FNMA [1.21%]
US 10 Year Note (CBT) June16 [1.03%]
US 5 Year Note (CBT) June16 [1%]
US Ultra Bond (CBT) June16 [0.75%]
Materials Select Sector SPDR® ETF [0.68%]
Comcast Corporation [0.67%]
Utilities Select Sector SPDR® ETF [0.67%]
Medtronic plc. Ordinary Shares [0.63%]

Jan 30, 2016
2 Year US Treasury Note Future Mar16 [9.97%]
5 Year US Treasury Note Future Mar16 [2.91%]
FNMA 4% TBA [1.25%]
10 Year US Treasury Note Future Mar16 [0.82%]
FNMA [0.79%]
Comcast Corporation [0.77%]
Microsoft Corporation [0.71%]
Medtronic plc. Ordinary Shares [0.66%]
Utilities Select Sector SPDR® ETF [0.63%]

Dec 30, 2015
2 Year US Treasury Note Future Mar16 [9.63%]
5 Year US Treasury Note Future Mar16 [2.77%]
FNMA [1.9%]
FNMA 4% TBA [1.2%]
Boeing Company (The) Common Sto [0.84%]
Illinois Tool Works Inc. Common [0.81%]
10 Year US Treasury Note Future Mar16 [0.77%]
FNMA 4.5% TBA [0.76%]
Comcast Corporation [0.76%]
Amazon.com, Inc. [0.73%]
Click here for Stock Holding Change Map in Thrivent Balanced Income Plus I Fund (IBBFX)

  

Latest News on Thrivent Balanced Income Plus I (IBBFX) Fund

See what is happening with Thrivent Balanced Income Plus I Fund (IBBFX)

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

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