Thrivent Aggressive Allocation A ( TAAAX ) a Zacks Ranked #1 (Strong Buy) seeks long-term capital appreciation. TAAAX pursues its objective by investing in a combination of underlying funds and directly held financial instruments. TAAAX allocates 75%-100% of its assets in equity securities and 0%-25% in debt securities. TAAAX may also enter into credit default swap agreements on security indexes.
This Allocation Balanced fund, as of the last filing, allocates their fund in three major groups; Large Value, Large Growth, Foreign Stock.
The Thrivent Aggressive Allocation A fund, managed by Thrivent , carries an expense ratio of 0.87. Moreover, TAAAX requires a minimal initial investment of $2,000.
TAAAX has a history of strong positive total returns for over 10 years. Specifically, the fund's returns over the 3, 5 year benchmarks; 3 year 10.98%, and 5 year 11.75%. To see how this fund performed compared in its category, please click here .
TAAAX's performance, as of the last filing, when compared to funds in its category was in the top 27% in 1 year, top 5% over the past 3 years, and in the 6% over the past 5 years.
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