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Nasdaq - Delayed Quote USD

Thrivent Dynamic Allocation S (IBBFX)

13.30
-0.07
(-0.52%)
As of 8:09:17 AM EDT. Market Open.

Investment Information

Min Initial Investment
2,000
Min Initial Investment, IRA
10
Min Initial Investment, AIP
20
Min Subsequent Investment
2,000
Min Subsequent Investment, IRA
0.5
Min Subsequent Investment, AIP
0.5

Broker Availability

  • Cetera Advisors LLC
  • Cetera Advisor Networks LLC
  • Mid Atlantic Capital Corp
  • (Junk)CommonWealth PPS
  • LPL SAM Eligible - 10.24.2024
  • Fidelity Retail FundsNetwork
  • Fidelity Institutional FundsNetwork
  • Fidelity Institutional FundsNetwork-NTF
  • Cetera Advisors LLC- PAM, PRIME, Premier
  • Cetera Advisor Networks LLC- PAM, PRIME, Premier
  • RBC Wealth Management-Advisory Eligible
  • Raymond James
  • Commonwealth Universe
  • RBC Wealth Management-Network Eligible
  • Thrivent – Advisory Eligible
  • Mid Atlantic Capital Group
  • Securities America Advisors
  • Securities America Inc.
  • Cetera Financial Specialists LLC- Premier
  • LPL SWM - 10.24.2024
  • Schwab Existing Shareholders Only
  • Schwab OneSource & NTF (No Load & No Transaction Fee)
  • Pershing Retirement Plan Network
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • LPL Brokerage Availability - November 2024
  • Thrivent – Retail Eligible
  • Allowab (non-advisory)
  • Mid Atlantic Clearing and Settlement

Fund Summary

Under normal circumstances, the fund invests 25-65% in equity securities and 35-75% in debt securities. The equity securities in which the fund invests may include common stock, preferred stock, securities convertible into common stock, or securities or other instruments the price of which is linked to the value of common stock.

Fund Overview

Category Allocation--30% to 50% Equity
Fund Family Thrivent Funds
Net Assets 407.05M
YTD Return 0.44%
Yield 3.11%
Morningstar Rating
Inception Date Dec 29, 1997

Performance & Risk

YTD Return -2.21%
5y Average Return 7.76%
Rank in Category (ytd) 71
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.81
Morningstar Risk Rating

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