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Thrivent Mid Cap Stock I (TMSIX) Fund Ranking and Research

Ranking, Research and Recommendation of Thrivent Mid Cap Stock I (TMSIX) Fund

    Last Trade: $27.29 on 4/28/2017, Change: -0.24 (-0.87%)

 

Graph of Thrivent Mid Cap Stock I Fund (TMSIX) ManagerFund Manager - Brian J. Flanagan

Fund Manager Information

Fund Manager Tenure: 13.2 years
Fund Family: Thrivent
Fund Category: Mid-Cap Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.78)     (What does this score mean?)
Flanagan is a portfolio manager with Thrivent Investment Management, his employer since 1996. He has served as a portfolio manager since 2000. Flanagan holds the Chartered Financial Analyst designation.  Get more insights on Brian J. Flanagan

 

Graph of Thrivent Mid Cap Stock I Fund (TMSIX) ProfileThrivent Mid Cap Stock I Fund (TMSIX) Profile

Fund Profile and Description

Thrivent Mid Cap Stock I Fund seeks long-term capital growth. Thrivent Mid Cap Stock I Fund normally invests at least 80% of net assets (plus the amount of any borrowing for investment purposes) in mid-sized company stocks. It focuses mainly on the stocks of mid-sized U.S. companies which have market capitalizations similar to those included in widely known indices such as the S&P Mid-Cap 400 index or the Russell Mid-cap index.

 

Thrivent Mid Cap Stock I (TMSIX) Fund Strength What we like about Thrivent Mid Cap Stock I (TMSIX) Fund

Data for Thrivent Mid Cap Stock I Fund (TMSIX) as of May 30, 2016

  • Thrivent Mid Cap Stock I Fund (TMSIX) management has been with Thrivent Mid Cap Stock I Fund for 13.2 years
  • Thrivent Mid Cap Stock I Fund (TMSIX) has good short-term performance (1-year return 5.27% vs -4.08% Mid-Cap Blend category median performance)
  • Thrivent Mid Cap Stock I Fund (TMSIX) has good mid-term performance (3-year return 12.65% vs 8.11% Mid-Cap Blend category median performance)
  • Thrivent Mid Cap Stock I Fund (TMSIX) has good Long-term performance (5-year return 10.23% vs 8.53% Mid-Cap Blend category median performance)
  • Thrivent Mid Cap Stock I Fund (TMSIX) ratio of up-years vs down years is greater than 2
  • Thrivent Mid Cap Stock I Fund (TMSIX) has a Morningstar rating of 4 and above
  • Asset base in Thrivent Mid Cap Stock I Fund (TMSIX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Thrivent Mid Cap Stock I Fund (TMSIX) has an annual stock turnover rate of 56.00% vs Mid-Cap Blend average of 60.70%. It is good that Thrivent Mid Cap Stock I management does not trade extensively for its return.
  • Thrivent Mid Cap Stock I Fund (TMSIX) has a lower expense ratio than its Mid-Cap Blend average: 0.69% vs 1.15%
  • Thrivent Mid Cap Stock I Fund (TMSIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Thrivent Mid Cap Stock I Fund (TMSIX) Weakness What we are cautious about Thrivent Mid Cap Stock I (TMSIX) Fund

Data for Thrivent Mid Cap Stock I Fund (TMSIX) as of May 30, 2016

  • Thrivent Mid Cap Stock I Fund (TMSIX) is more volatile than its peers as it has a 3-year Standard Deviation of 13.58 that is higher than category average of 12.56
See Thrivent Mid Cap Stock I Fund (TMSIX) performance details as of May 30, 2016

 

What do you think?

 

Compare Thrivent Mid Cap Stock I Fund (TMSIX)Compare with other top Mid-Cap Blend category mutual funds

Aadditional top Mid-Cap Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Thrivent Mid Cap Stock I7.595.2712.6510.23
VY JPMorgan Mid Cap Value S2 (IJPMX)5.65-1.1810.0811.52Compare
CRM Mid Cap Value Instl (CRIMX)9.240.699.458.33Compare
Shelton S&P Midcap Index Direct (SPMIX)7.31-0.499.379.66Compare

See top fund managers for Mid-Cap Blend Category Funds

 

Compare Thrivent Mid Cap Stock I Fund (TMSIX)Compare with Mid-Cap Blend category ETFs

Some Mid-Cap Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
Direxion All Cap Insider Sentiment ETF (KNOW)3.88%2.77%13.82%
Guggenheim Mid-Cap Core ETF (CZA)6.80%1.17%9.91%
Schwab US Mid-Cap ETF (SCHM)000
iShares Russell Mid-Cap (IWR)000
SPDR S&P MidCap 400 ETF (MDY)000

 

Graph of Thrivent Mid Cap Stock I Fund (TMSIX) Net Asset TrackingThrivent Mid Cap Stock I (TMSIX) Fund Net Asset

Track net asset change of Thrivent Mid Cap Stock I fund (TMSIX)

DateNet Asset
05/2016$1.29B
03/2016$1.22B
02/2016$1.13B
More historic net asset information on Thrivent Mid Cap Stock I Fund (TMSIX)

  

Graph of Thrivent Mid Cap Stock I Fund (TMSIX) Portfolio TrackingThrivent Mid Cap Stock I (TMSIX) Fund Portfolio Allocation

Track portfolio allocation change of Thrivent Mid Cap Stock I fund (TMSIX)

DateCashStockBondOther
03/20167.04%92.96%0%0%
01/20166.6%93.4%0%0%
12/20154.32%95.68%0%0%
Click here to see more historic asset allocation information on Thrivent Mid Cap Stock I Fund (TMSIX)

 

graph of Thrivent Mid Cap Stock I Fund (TMSIX) Top 10 Position TrackingTop 10 Holdings in Thrivent Mid Cap Stock I (TMSIX) Fund

Discover what Thrivent Mid Cap Stock I Fund (TMSIX) manager is buying

Mar 30, 2016
NVIDIA Corporation [6.6%]
Southwest Airlines Company Comm [3.83%]
Applied Materials, Inc. [3.2%]
Alliance Data Systems Corporati [3.17%]
Huntington Bancshares Incorpora [2.88%]
C.R. Bard, Inc. Common Stock [2.73%]
Red Hat, Inc. Common Stock [2.67%]
Oshkosh Corporation (Holding Co [2.63%]
Zions Bancorporation [2.59%]
Universal Health Services, Inc. [2.58%]

Jan 30, 2016
NVIDIA Corporation [5.79%]
Southwest Airlines Company Comm [3.43%]
Nasdaq, Inc. [3.16%]
Alliance Data Systems Corporati [3.07%]
Applied Materials, Inc. [2.85%]
FIRST REPUBLIC BANK Common Stoc [2.72%]
Red Hat, Inc. Common Stock [2.67%]
C.R. Bard, Inc. Common Stock [2.63%]
Universal Health Services, Inc. [2.49%]
Hologic, Inc. [2.45%]

Dec 30, 2015
NVIDIA Corporation [5.96%]
Alliance Data Systems Corporati [3.89%]
Southwest Airlines Company Comm [3.6%]
Red Hat, Inc. Common Stock [2.89%]
Huntington Bancshares Incorpora [2.84%]
Applied Materials, Inc. [2.76%]
Nasdaq, Inc. [2.71%]
Hologic, Inc. [2.55%]
C.R. Bard, Inc. Common Stock [2.49%]
ADT Corporation Common Stock [2.47%]
Click here for Stock Holding Change Map in Thrivent Mid Cap Stock I Fund (TMSIX)

  

Latest News on Thrivent Mid Cap Stock I (TMSIX) Fund

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Thrivent Mid Cap Stock I Fund (TMSIX) Related ResourcesSee more information on Thrivent Mid Cap Stock I (TMSIX) Fund

Popular pages on Thrivent Mid Cap Stock I (TMSIX) Fund

  

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