Thrivent Short-Term Bond S (THLIX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
12.58
0.00 (0.00%)
Nov 3, 2025, 4:00 PM EST
Fund Assets1.21B
Expense Ratio0.43%
Min. Investment$2,000
Turnover64.00%
Dividend (ttm)0.47
Dividend Yield3.77%
Dividend Growth13.30%
Payout FrequencyMonthly
Ex-Dividend DateOct 31, 2025
Previous Close12.58
YTD Return2.29%
1-Year Return2.97%
5-Year Return10.58%
52-Week Low12.34
52-Week High12.62
Beta (5Y)n/a
Holdings552
Inception DateOct 29, 1999

About THLIX

Thrivent Short-Term Bond Fund – Class S is an open-end mutual fund focused on generating a high level of current income while emphasizing stability of principal. The strategy centers on investment‑grade fixed income, allocating primarily to corporate bonds, U.S. government securities, asset‑backed and mortgage‑backed securities, with flexibility to include collateralized debt obligations and a modest allocation to foreign bonds. The portfolio is managed to a shorter interest-rate profile, targeting a dollar‑weighted average effective maturity of roughly one to five years, which helps reduce sensitivity to rate movements compared with intermediate and long‑duration funds. The fund’s profile aligns with the short‑term bond category, appealing to investors seeking conservative core fixed‑income exposure and diversification benefits relative to equities and longer bonds. Class S is a no‑load share class with operating expenses disclosed at the fund level, and the vehicle is positioned within Thrivent’s conservative-to-moderately conservative risk bands. By emphasizing high‑quality credit and short duration, Thrivent Short-Term Bond Fund – Class S plays a role as a liquidity-aware, lower‑volatility sleeve within a broader multi-asset or fixed‑income allocation.

Fund Family Thrivent Funds
Category Short-Term Bond
Stock Exchange NASDAQ
Ticker Symbol THLIX
Share Class Class S
Index Bloomberg 1-3 Y Government/Credit TR

Performance

THLIX had a total return of 2.97% in the past year, including dividends. Since the fund's inception, the average annual return has been 3.13%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

SymbolProviderNameExpense Ratio
FBNTXFidelityFidelity Advisor Short-Term Bd M0.51%
FBNAXFidelityFidelity Advisor Short-Term Bd A0.50%
FBNIXFidelityFidelity Advisor Short-Term Bd I0.30%
FANCXFidelityFidelity Advisor Short-Term Bd C1.36%
FIKTXFidelityFidelity Advisor Short-Term Bond Z0.25%

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

SymbolShare ClassExpense Ratio
LBLAXClass A0.59%

Top 10 Holdings

13.17% of assets
NameSymbolWeight
United States Treasury Notes 4%T.4 10.31.294.61%
United States Treasury Notes 3.75%T.3.75 06.30.272.03%
United States Treasury Notes 3.875%T.3.875 07.15.281.63%
Thrivent Core Fdsn/a1.11%
Federal National Mortgage Association 5.5%FNCL.5.5 9.110.96%
United States Treasury Notes 3.875%T.3.875 07.31.300.71%
Avis Budget Rental Car Funding AESOP LLC 5.25%AESOP.2023-1A A0.61%
Ppm Clo 2 Ltd / Ppm Clo 2 FRN 5.39363%PPMC.2019-2A AR0.53%
AMSR TRUST 2021-SFR4 2.417%AMSR.2021-SFR4 B0.50%
TRICON RESIDENTIAL 2021-SFR1 TRUST 2.244%TCN.2021-SFR1 B0.48%
View More Holdings

Dividend History

Ex-DividendAmountPay Date
Oct 31, 2025$0.04552Oct 31, 2025
Sep 30, 2025$0.04642Sep 30, 2025
Aug 29, 2025$0.0419Aug 29, 2025
Jul 31, 2025$0.04552Jul 31, 2025
Jun 30, 2025$0.04489Jun 30, 2025
May 30, 2025$0.04343May 30, 2025
Full Dividend History