How is Thrivent Aggressive Allocation A Fund (TAAAX) Performing?

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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