Three ways to buy Thrivent funds
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Here are some other options that may help you.
- Take our quizto determine your personal investment style.
- Talk to your financial advisor about ETFs.
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If you need assistance, we’re here to help. Reach out to us via the phone, email, and support page information below.
- For mutual funds help, call us at 800-847-4836, or emailcontactus@thriventfunds.com.
- For ETFs, contact your financial professional or brokerage firm.
- Visit our support pagefor additional help.
This ETF is different from traditional ETFs.Traditional ETFs tell the public what assets they hold each day. This ETF will not. This maycreate additional risksfor your investment. For example:
- You may have to pay more money to trade the ETF’s shares. This ETF will provide less information to traders, who tend to charge more for trades when they have less information.
- The price you pay to buy ETF shares on an exchange may not match the value of the ETF’s portfolio. The same is true when you sell shares. These price differences may be greater for this ETF compared to other ETFs because it provides less information to traders.
- These additional risks may be even greater in bad or uncertain market conditions.
- The ETF will publish on its website each day a “Proxy Portfolio” designed to help trading in shares of the ETF. While the Proxy Portfolio includes some of the ETF’s holdings, it is not the ETF’s actual portfolio.
The differences between this ETF and other ETFs may also have advantages. By keeping certain information about the ETF secret, this ETF may face less risk that other traders can predict or copy its investment strategy. This may improve the ETF’s performance. If other traders are able to copy or predict the ETF’s investment strategy, however, this may hurt the ETF’s performance. For additional information regarding the unique attributes and risks of the ETF, see the Principal Risks section of the prospectus.
1 New accounts with a minimum investment amount of $50 are offered through the Thrivent Mutual Funds "automatic purchase plan." Otherwise, the minimum initial investment requirement is $2,000 for non-retirement accounts and $1,000 for IRA or tax-deferred accounts, minimum subsequent investment requirement is $50 for all account types. Account minimums for other options vary.
Thrivent ETFs may be purchased through your financial professional or brokerage platforms.
Contact your financial professional or brokerage firm to understand minimum investment amounts when purchasing a Thrivent ETF.
As a seasoned financial expert with an in-depth understanding of investment strategies and financial products, I'm here to provide insights into the information presented in the article about purchasing Thrivent funds. My expertise spans various aspects of investment, including mutual funds, ETFs, and the intricacies involved in making informed financial decisions.
Let's break down the key concepts mentioned in the article:
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Thrivent Mutual Funds and ETFs: The article discusses options for investing in Thrivent funds, including both mutual funds and ETFs. Thrivent offers an "automatic purchase plan" for new accounts with a minimum investment of $50. For other accounts, the minimum initial investment is $2,000 for non-retirement accounts and $1,000 for IRA or tax-deferred accounts. Additionally, it mentions that Thrivent ETFs can be purchased through financial professionals or brokerage platforms.
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Investment Confidence and Wisdom: The article emphasizes the importance of investing money wisely and with confidence. It suggests taking a quiz to determine one's personal investment style and recommends consulting a financial advisor, particularly in the context of ETFs.
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Support Channels: Thrivent provides multiple channels for assistance, including phone and email support for mutual funds. For ETFs, individuals are advised to contact their financial professionals or brokerage firms. The support page is also mentioned as a resource for additional assistance.
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Unique Characteristics of the ETF: The article highlights the uniqueness of Thrivent's ETF compared to traditional ETFs. Unlike traditional ETFs that disclose their daily holdings, this ETF keeps some information about its portfolio secret. This lack of transparency introduces additional risks, such as potentially higher trading costs and price differences between ETF shares and the actual portfolio value. However, it is suggested that the secretive nature of the ETF's strategy may offer advantages by reducing the risk of other traders predicting or copying its investment strategy, potentially improving performance.
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Proxy Portfolio and Risks: The ETF commits to publishing a "Proxy Portfolio" daily on its website to aid in trading. While this portfolio includes some holdings, it does not represent the ETF's actual portfolio. The article advises readers to refer to the Principal Risks section of the prospectus for detailed information about the unique attributes and risks associated with the ETF.
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Account Minimums: The minimum investment amounts for new accounts vary, with a minimum of $50 for the automatic purchase plan. The minimum initial investment for non-retirement accounts is $2,000, while for IRA or tax-deferred accounts, it is $1,000. The subsequent minimum investment for all account types is $50.
In conclusion, this breakdown provides a comprehensive overview of the concepts discussed in the article, offering valuable information for individuals considering investment options with Thrivent funds. If you have any specific questions or need further clarification on these concepts, feel free to ask.
