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Fund Intelligence | Best Managers | TMSIX Insights | TMSIX Score | TMSIX Performance | TMSIX Manager | TMSIX News | TMSIX Allocation | TMSIX Holdings Change

Mutual Fund Insights: Thrivent Mid Cap Stock I Fund (TMSIX)

In-depth Analysis of Thrivent Mid Cap Stock I Fund (TMSIX)

Mutual fund chart: Thrivent Mid Cap Stock I Fund (TMSIX)

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See Thrivent Mid Cap Stock I Fund (TMSIX) performance details as of January 31, 2010

  

    Last Trade: $13.74 on 3/19/2010, Change: -0.12 (-0.87%)
Experiment our closing price forecasting tool for Thrivent Mid Cap Stock I Fund (TMSIX) (alpha release)

  

Fund Manager - Brian J. Flanagan

Fund Manager Tenure: 6.1 years
Fundmojo Fund Grade: C (Score: 0.57)     (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

  

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

Data for Thrivent Mid Cap Stock I Fund (TMSIX) as of January 31, 2010

  • Thrivent Mid Cap Stock I Fund (TMSIX) management has been with Thrivent Mid Cap Stock I Fund for 6.1 years
  • Thrivent Mid Cap Stock I Fund (TMSIX) has good short-term performance (1-year return 42.19% vs 42.02% Mid-Cap Blend category average)
  • Thrivent Mid Cap Stock I Fund (TMSIX) has good mid-term performance (3-year return -5.88% vs -6.52% Mid-Cap Blend category average)
  • Thrivent Mid Cap Stock I Fund (TMSIX) has good Long-term performance (5-year return 3.02% vs 1.32% Mid-Cap Blend category average)
  • 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 an annual stock turnover rate of 56.00% vs Mid-Cap Blend average of 91.38%. It is good that Thrivent Mid Cap Stock I management does not trade extensively for its return.
  • Thrivent Mid Cap Stock I Fund (TMSIX) is less volatile than its peers as it has a 3-year Standard Deviation of 21.98, lower than category average of 24.11
  • Thrivent Mid Cap Stock I Fund (TMSIX) has a lower management fee than its Mid-Cap Blend average: 0.71% vs 1.38%
  • 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

  

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

Data for Thrivent Mid Cap Stock I Fund (TMSIX) as of January 31, 2010

  • Thrivent Mid Cap Stock I Fund (TMSIX) has a Morningstar rating of 3 and below
  • Thrivent Mid Cap Stock I Fund (TMSIX) is less safe compared to its Mid-Cap Blend peers
  • Thrivent Mid Cap Stock I Fund (TMSIX) does not have a good risk adjusted return as its 3-year Alpha of 2.23 is worse than category average of 2.72, and its 3-year Sharpe ratio is -0.25
See Thrivent Mid Cap Stock I Fund (TMSIX) performance details as of January 31, 2010

  

  

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Below are some additional Mid-Cap Blend mutual funds generated out of our database

  

Thrivent Mid Cap Stock I Fund (TMSIX) Net Asset

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

DateNet Asset
01/2010$217.53M
11/2009$214.61M
10/2009$205.84M
More historic net asset information on Thrivent Mid Cap Stock I Fund (TMSIX)

  

Thrivent Mid Cap Stock I Fund (TMSIX) Portfolio Allocation

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

DateCashStockBondOther
11/20093.58%96.42%0%0%
09/20091.86%98.14%0%0%
08/20092.06%97.31%0.62%0%
Click here to see more historic asset allocation information on Thrivent Mid Cap Stock I Fund (TMSIX)

  

Most Recent Top 10 Holdings in Thrivent Mid Cap Stock I Fund (TMSIX)

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

30-Nov-09
BERKLEY W R CP [1.78%]
HCC INSURANCE HLDGS [1.74%]
ALBEMARLE CP [1.68%]
Compuware Corporation [1.62%]
Atmel Corporation [1.5%]
OSHKOSH CP [1.46%]
F5 Networks, Inc. [1.43%]
ALPHA NATURAL RES [1.29%]
eBay Inc. [1.28%]
W M S INDS INC [1.26%]

30-Sep-09
HCC INSURANCE HLDGS [1.78%]
BERKLEY W R CP [1.78%]
ALBEMARLE CP [1.68%]
Compuware Corporation [1.67%]
W M S INDS INC [1.66%]
Atmel Corporation [1.55%]
COMMUNITY HEALTH [1.42%]
eBay Inc. [1.38%]
F5 Networks, Inc. [1.36%]
CROWN HOLDINGS INC [1.31%]

31-Aug-09
HCC INSURANCE HLDGS [2.01%]
BERKLEY W R CP [1.88%]
Compuware Corporation [1.72%]
W M S INDS INC [1.65%]
ALBEMARLE CP [1.64%]
Atmel Corporation [1.6%]
eBay Inc. [1.5%]
COMMUNITY HEALTH [1.43%]
FormFactor, Inc. [1.37%]
OSHKOSH CP [1.26%]
Click here for Stock Holding Change Map in Thrivent Mid Cap Stock I Fund (TMSIX)

  

Related books and products to Thrivent Mid Cap Stock I Fund (TMSIX)

  

Latest News on Thrivent Mid Cap Stock I (TMSIX)

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