Thrivent Asset Management has been honored with the Lipper Fund Award for Best Mixed-Assets Small Fund Family.
The award recognizes the performance of six mutual funds managed by Thrivent Asset Management. All four of the Thrivent Asset Allocation funds, as well as the Thrivent Balanced Income Plus Fund and Thrivent Diversified Income Plus Fund, are part of the category for which Thrivent received the award, announced March 31. The award recognizes Thrivent for its consistently strong three-year risk-adjusted performance (as of November 30, 2014) relative to its peers and based on Lipper’s performance-based methodology, in the Mixed-Asset Lipper category.
“We’re honored to be recognized by Lipper for our performance,” said Russell Swansen, chief investment officer at Thrivent. “Our Asset Allocation and Income Plus funds provide a simple and sophisticated choice for two very typical investment needs–asset growth and income generation.”
Since they were launched nearly 10 years ago, the asset allocation funds have become some of Thrivent Asset Management’s most successful offerings and have helped shareholders meet their retirement and other financial goals.
Thrivent Asset Management was honored at an awards gala in New York City on March 31. Senior investment officers from Thrivent participated in panel discussions, round-table sessions and interviews to promote Thrivent’s strategy of long-term, disciplined investment management.
This is Thrivent Asset Management’s sixth Lipper award since 2008. For more information, you can visit Thrivent.com/Lipper.
Thrivent Financial is represented in the local area by John Lauer. He has offices at 3821 Main Street in Morgantown and can also be reached at 610-286-5986.
