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Thrivent Moderately Aggressive Allocation Portfolio (0P00003ELV)
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13/11 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 7.22B
Thrivent Series Moderately Aggressive Allocation P
17.431
-0.020
-0.12%
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0P00003ELV Overview
On this page you'll find an in-depth profile of Thrivent Moderately Aggressive Allocation Portfolio. Learn about the key management, total assets, investment strategy and contact information of 0P00003ELV among other information.
Investment Strategy
The investment seeks long-term capital growth. The fund invests in a combination of other funds managed by the Adviser or an affiliate and directly held financial instruments. It uses a prescribed asset allocation strategy involving a two-step process. The first step is the construction of a model for the allocation of the portfolio's assets across broad asset categories. The second step involves the determination of sub-classes within the broad asset categories and target weightings for these sub-classes. The fund invests 60-90% of its assets in equity securities, 10-40% in debt securities.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| David R. Spangler | Vice President | 2019 | Now |
| Biography | David Spangler, CFA, joined Thrivent in 2002 serving as Director of Thrivent’s Investment Product Management group. Currently, he is the Head of Mixed Asset and Market Strategies. He has served on Thrivent's Model Portfolios Committee since 2019. He has also served as a portfolio manager on the Thrivent Asset Allocation Funds since 2019. | ||
| David S. Royal | - | 2018 | Now |
| Biography | David Royal joined Thrivent in 2006. He is the President and Chief Investment Officer of Thrivent Mutual Funds and has served on the Thrivent Model Portfolio's Committee since 2018. He has also served as a portfolio manager on the Thrivent Asset Allocation Funds since 2018. | ||
| Stephen D. Lowe | Senior Portfolio Manager | 2016 | Now |
| Biography | Steve Lowe, CFA, joined Thrivent in 1997. He is the Chief Investment Strategist and has served on Thrivent's Model Portfolios Committee since 2017. He was most recently the Head of Fixed-Income Mutual Funds and has also served as the portfolio manager of various Thrivent mutual funds since 2009, including the Thrivent Asset Allocation Funds since 2016. | ||
| Mark L. Simenstad | Vice President | 2005 | 2021 |
| Biography | Mark L. Simenstad, CFA, is Chief Investment Strategist for Thrivent Asset Management and has been with Thrivent since 1999. He was previously vice president of Fixed Income Mutual Funds and Separate Accounts. | ||
| Darren M. Bagwell | Director | 2016 | 2020 |
| 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 C. Francis | Vice President | 2005 | 2019 |
| Biography | Francis is vice president of Investment Equities and has been with Thrivent since 2001. He was managing director of institutional asset management for First Union National Bank of North Carolina, his employer since 1994. One year prior to this, Francis served as director of equity management. He also worked for Federated Investors as senior vice president and portfolio manager for 16 years. Francis holds the Chartered Financial Analyst designation. | ||
| Russell W. Swansen | CIO (Chief Investment Officer) | 2005 | 2017 |
| Biography | Swansen is the chief investment officer of Thrivent Asset Mgt. and Thrivent Financial for Lutherans (Thrivent) and serves as the team leader. Prior to joining Thrivent in 2004, he was a managing director of Colonnade Advisors, LLC from 2001 to 2003, and the president and chief investment officer of PPM America from 1999 to 2000. | ||
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