Thrivent Large Cap Growth Portfolio II
Portfolio Fact Sheet (PDF, 112K) | Prospectus & Reports
Portfolio ManagementDavid C. Francis, CFA, Head of Equities
Began investment industry experience: 1980 
David C. Francis, CFA, Head of EquitiesDavid Francis is responsible for managing the equity investment division of Thrivent Asset Management, which includes portfolio management, research and trading for over $11 Billion in assets. He is also a member of the Investment Strategy Committee responsible for the $9.5 Billion Thrivent family of asset allocation funds. He has been with Thrivent Asset Management for 10 years. He has 31 years of investment and management experience, over the years serving as analyst, equity portfolio manager and in various leadership positions in national asset management companies. He is a Chartered Financial Analyst and earned his BA and MBA at the University of Pittsburgh. |
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Investment Objective
- Seeks long-term growth of capital and future income by investing primarily in a diversified portfolio of common stocks of established companies that appear to offer better-than-average long-term growth.
Investment Strategy
- Invests primarily in the common stocks of large, U.S. companies that possess promising growth characteristics, including higher-than-average revenue growth, expanding profit margins, and/or accelerating earnings growth.
Benefits of Investing in the Thrivent Large Cap Growth Portfolio II
- This Portfolio offers increased potential for long-term capital growth and future income through a high concentration of large, rapidly growing companies (100-120 holdings), which allows the manager to make strong bets on favored sectors and securities.
- Research capabilities allow for direct contact with companies' management, customers and competitors, and in-depth analysis of each security allows the manager to spot timely market opportunities.
Special Investment Risks
- Large-cap stocks are subject to risk, including, but not limited to the basic market risk in that a particular security, or securities in general, may decrease in value over short or even extended time periods.
- These and other risks are described in the prospectus.
Investment Minimums
- All initial and subsequent investment minimums exist at the contract level. Most subaccounts carry no investment minimums.
- However, a minimum of $1,000 is required if you choose to use the DCA (Dollar Cost Averaging) Fixed Account to fund periodic investments to other subaccounts. See the prospectus for additional information.
Investing in a variable annuity contract involves risk, including the possible loss of principal. More complete information on the investment objectives, risks, charges and expenses of the variable annuity contract and underlying investment options is included in the prospectuses, which investors should read and consider carefully before investing. Prospectuses are available online or from a Thrivent Financial representative.
For additional information, contact the Investment Interaction Center at 800-847-4836.
This variable annuity contract is issued by Thrivent Financial for Lutherans and distributed by Thrivent Investment Management, Inc.
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Investment Management Style Chart Guide
Along
with the description of the investment objective included for each of the
investment options, the style box contains additional information to help
you choose the options that best meet your financial goals, long-term investment
objectives and risk tolerances. The style box helps you to understand how
the portfolio assets are invested to seek the stated investment objective.
Thrivent Investment Management Inc. has determined the placements within
each style box.
Equity and Balanced Category
| For the investment options
in the equity and balanced category, the style box displays two variables.
The first is the size of the companies in which the portfolio invests based
on market capitalization.
L=Large-cap:Those companies generally
included in the S&P 500® Index.
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The second style box variable is the portfolio's investment style - either
value or growth stock investing. The style is determined by evaluating the
price-to-earnings and price-to-book ratios of stocks within the portfolio.
V=Value:Attractively priced companies,
such as those with low price-to-earnings and price-to-book ratios. |
When taken together, these style boxes offer a broad view of a portfolio's holdings and risk, which may be helpful in deciding which one is right for you. While they illustrate the principal investment style of each portfolio, the portfolio still may invest, to a limited extent, in other types of securities.