About TMSIX
Thrivent Mid Cap Stock Fund Class S is a mutual fund focused on providing long-term capital growth by investing predominantly in medium-sized U.S. companies. The fund allocates at least 80% of its assets to mid-cap stocks, targeting firms with market capitalizations typically ranging from $5 billion to $15 billion, though its holdings can also include a small proportion of large- and small-cap companies. The portfolio follows a blend strategy, balancing investments between growth and value stocks to take advantage of diverse opportunities within the mid-cap sector.
Notable sector exposures in the fund include industrials, consumer cyclical, technology, basic materials, and real estate, reflecting the broader economic footprint of the mid-cap universe. The fund is managed with a moderate turnover rate and competitive expense structure, with no sales charges for Class S shares. It serves investors seeking to capture growth potential and diversification benefits typical of mid-cap equities, which historically offer a balance of innovation and established operational scale. The fund's benchmark, the Russell Midcap® Index, highlights its alignment with U.S. medium-capitalization equities, making it a significant vehicle for investors aiming to participate in the mid-cap segment of the equity market.
Fund Family Thrivent Funds
Category Mid-Cap Blend
Performance Rating Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol TMSIX
Share Class Class S
Index Russell MidCap TR
TMSIX had a total return of 24.45% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.78%.
