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Thrivent Small Cap Stock Portfolio (0P00003CRQ)

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21.056 +0.240    +1.16%
22/11 - Closed. Currency in USD
  • Morningstar Rating:
  • Total Assets: 1.16B
Type:  Fund
Market:  United States
Issuer:  Thrivent
Asset Class:  Equity
Thrivent Series Small Cap Stock Portfolio 21.056 +0.240 +1.16%

0P00003CRQ Overview

 
On this page you'll find an in-depth profile of Thrivent Small Cap Stock Portfolio. Learn about the key management, total assets, investment strategy and contact information of 0P00003CRQ among other information.
Category

Small Blend

Total Assets

1.16B

Expenses

0.70%

Inception Date

Mar 01, 2001

Investment Strategy

The investment seeks long-term capital growth. The fund invests at least 80% of its net assets (plus the amount of any borrowing for investment purposes) in equity securities of small companies. The Adviser focuses mainly on the equity securities of smaller U.S. companies which have market capitalizations equivalent to those companies included in widely known indices such as the Russell 2000 Index, S&P SmallCap 600 Index, or the small company market capitalization classifications published by Morningstar or Lipper, Inc.

Contact Information

Address 625 Fourth Avenue South
Minneapolis,MN 55415
United States
Phone -

Top Executives

Name Title Since Until
Katelyn R Young - 2023 Now
James M. Tinucci Manager 2015 Now
Biography James M. Tinucci, CFA has served as the associate portfolio manager since 2015. Mr. Tinucci has been with Thrivent Financial since 2014, and previously held various positions at Thrivent Financial from 2007 to 2012. Prior to rejoining Thrivent Financial, Mr. Tinucci was a manager at Deloitte Consulting.
Matthew D. Finn Portfolio Manager 2013 Now
Biography Mr. Finn has served as portfolio manager of Thrivent Large Cap Value Fund since 2004. He was managing director and senior portfolio manager of First American Large Cap Value Fund from 2003 to 2004, head of equities for Advantus Capital Management Inc. from 2001 to 2003, and chief investment officer of the growth and income group for Evergreen Investment Management Co. from 1998 to 2001. Mr. Finn holds the Chartered Financial Analyst designation.
Darren M. Bagwell Director 2010 2013
Biography Darren M. Bagwell, CFA has been with Thrivent since 2002 in an investment management capacity and currently is a Senior Equity Portfolio Manager.
David A. Maule Portfolio Manager, Associate Portfolio Manager, Senior Research Analyst 2004 2010
Biography Maule is a portfolio manager with Thrivent Asset Management, his employer since 1998. Prior to serving as associate portfolio manager, he served as a senior equity research analyst for the firm since 2002.
Christopher J. Serra Portfolio Manager 2003 2007
Biography Serra is a portfolio manager at Thrivent Financial, his employer since 1999. From 1998 to 1999, he served as senior equity analyst for Thrivent Financial. Prior to joining Thrivent, he worked as an equity analyst for William Blair and Company from January 1995 to July 1998. Prior to this, Serra was employed by Morningstar Inc. Serra is a Chartered Financial Analyst holder.
Kevin A. Schmitting Portfolio Manager 2001 2003
Biography Schmitting is a portfolio manager with AAL Capital Management, his employer since 1995. Previously, he was an investment director and portfolio manager with State of Wisconsin Investment Board. He was also associated with Robert W. Baird & Company and was a junior analyst with Piper, Jaffray and Hopwood. He brings more than 16 years of investment experience to the firm. Schmitting has earned his Chartered Financial Analyst designation.
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