Miami Township, Ohio – Thrivent Mutual Funds has been named as the No. 3 fund family in Barron’s/ Lipper annual ranking of mutual fund families, based on performance for the year ending December 31, 2015. The Feb. 8 issue of the magazine recognized 67 fund families for this year’s Barron’s/Lipper Fund Family Ranking.
“I’m proud to be able to offer the members that I serve products that rank well in the industry,” said Libby Greiwe, a Thrivent Financial representative in Loveland and Miami Township. Investment products can be an important component of an individual’s journey to being wise with money and living generously.”
Thrivent funds are available for purchase through Thrivent financial representatives, as well as for purchase directly online at ThriventFunds.com.
The Lipper/Barron’s survey included 67 fund families with funds in five categories: general equity, world equity, mixed equity, taxable bond, and tax exempt bond. Only funds with at least one year were included, minus the effect of sales charges/fund loads and 12b-1 fees. Rankings were asset weighted, so larger funds had a greater impact on a fund family’s overall ranking, and then weighted by category, with each category assigned a percentage. Fund families had to meet certain criteria to be included in the survey. Thrivent Mutual Funds was ranked 3 for the 1-year period, 36 over 5-years and 45 over 10-years for the period ending 12/31/15.
Thrivent Financial is represented in the local area by Libby Greiwe with offices at 423 Wards Corner Rd. Suite A Loveland, OH, Greiwe can be reached at 513-239-2933 or [email protected] or Lisabeth “Libby” Greiwe