Thrivent Partner Small Cap Value Portfolio
Portfolio Fact Sheet (PDF, 135K) | Prospectus & Reports
Portfolio Management |
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Investment Objective
- Seeks long-term capital appreciation.
Investment Strategy
- Focuses on smaller companies with market capitalizations within or below those included in the Russell 2000® Index.
- Identifies smaller-company stocks that appear to be undervalued or temporarily out of favor, but that possess solid prospects for long-term capital appreciation.
Benefits of Investing in the Thrivent Partner Small Cap Value Portfolio
- This Portfolio provides additional diversification opportunities through exposure to a wide array of up-and-coming undervalued companies.
- Application of the value investment style to the small-cap stock universe helps to create new growth opportunities. This Portfolio offers the potential of historically higher returns with less risk than small-cap growth stocks.
Special Investment Risks
- The Portfolio is exposed to the risks of investing in equity securities of smaller companies, which may include, but are not limited to a less liquid resale market. Small-company stock prices are generally more volatile than large company stock prices.
- 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.