THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND

Thrivent Mutual Funds · 2 share classes

Actively managed U.S. equity fund
One fund, 2 share classes:TMAAXTMAFX
$5.64B NAV
1,284 positions · as of 2026-04-30 · filed 2026-06-26

Fund classification

Classified from what the fund holds · as of 2026 Q2

THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND is an actively managed U.S. equity fund. 18% of TMAAX’s stock holdings are in companies whose revenue grew in the top quartile of U.S. companies over the last five fiscal years (covering 96% of the fund’s equity).

Asset class
Equity
Region
United States
Management
Actively managed
Fund type
Open-end fund

Fund profile

As filed in the prospectus · 2026 Q1

Thrivent Moderately Aggressive Allocation Fund (the "Fund") seeks long-term capital growth.

Strategy · summarised

The fund allocates 80% to equity securities and 20% to debt securities across multiple sub-classes—such as market-cap segments, investment styles, and credit ratings—through a combination of other Adviser-managed funds and direct security holdings, rebalancing at least annually to maintain target ranges. The fund may use futures contracts to hedge or gain exposure and invests in foreign and emerging-market securities. Because the fund's actual holdings may drift outside its allocation ranges between rebalancing periods, performance can diverge from its stated targets.

Expenses
0.91% 1.13%across 2 share classes
Share classGrossNet
TMAAX1.36%1.13%
TMAFX1.14%0.91%

Net is what a holder pays after the adviser's contractual waiver; gross is before it. A waiver can expire.

Portfolio turnover 49.00% · as of 2026 Q1

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q2

100.48%
of net assets
Other53.18%
Stocks28.85%
Cash & short-term12.46%
Securitized3.17%
2 smaller2.82%

Derivatives are shown at market value, not notional exposure.

Sector allocation

The same holdings as Allocation above, grouped by market sector instead of asset type · as of 2026 Q2

100%
of net assets
Other51.8%
Cash12.3%
Information Technology7.1%
Financials4.1%
12 smaller24.7%

Government, Securitized and Cash are non-corporate buckets; International is foreign holdings we don’t sector-classify, and Other is the residual (held funds, unresolved names).

Portfolio growth profile

How much of the fund’s stock holdings are in fast-growing companies · as of 2026 Q2

Revenue growth
18%of stock holdings in top-quartile growers
covering 96% of the fund’s equity
Earnings growth
25%of stock holdings in top-quartile growers
covering 87% of the fund’s equity

Share of the fund’s equity (by value) in companies whose trailing five-year revenue — or net-income — growth ranks in the top 25% of U.S. public companies. Foreign and newly-listed holdings are excluded, so the figure covers only part of the book. From SEC filings — not investment advice. How we measure this.

Latest quarter

What changed since the fund's previous filing

2026Q2 vs 2026Q1: 153 new1323 exited

Largest new: THRIVENT MUTUAL FUNDS ×2, GEV, FEDERAL NATIONAL MORTGAGE ASSOCIATION ×2, FEDERAL HOME LOAN BANKS OFFICE OF FINANCE ×2, FEDERAL HOME LOAN MORTGAGE CORPORATION

Largest exited: FEDERAL HOME LOAN BANKS OFFICE OF FINANCE ×3, FEDERAL NATIONAL MORTGAGE ASSOCIATION ×4, FEDERAL HOME LOAN MORTGAGE CORPORATION

Return profile

Chart:

Total return as filed — price change plus distributions reinvested · trailing figures to Apr 2026

Share class1-year3-year5-yearVolWorst fall
+24.13%+51.80%+42.86%10.10%-8.56%
+24.48%+52.82%+44.33%10.12%-8.52%

These classes hold the same portfolio, so the 1.47pp spread over 5 years is the cost difference between them — roughly 0.29pp a year — not a difference in what they own.

Cumulative return· May 2023 – Apr 2026

Debt profile

What this fund holds — value-weighted across its bond and securitized long positions · as of 2026-04-30

Avg coupon
3.83%
Avg maturity
16.95 yr
Coupon type

Share of the fund's debt by how its coupon behaves — the fact that decides whether a rate move reaches this portfolio at all.

10%
floating
Fixed rate90.2%
Floating rate9.7%
Zero-coupon or unclassified0.1%
Maturity ladder

Share of the fund's debt value in each maturity band, shortest first.

<1y10y+
<1y3.3%
1-3y13.8%
3-5y13.2%
5-10y7.3%
10y+62.3%
Flagged holdings
Defaulted: none reported
In arrears: none reported
Paid in kind: none reported

Based on what filers reported; a filer that never reported a flag also reads as none.

Risk profile

Interest-rate and credit-spread sensitivity, both in years · as of 2026Q2

Interest-rate duration
0.89 yr
approx. move per 100bp
Credit-spread duration
Not disclosed

Holdings

By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page

Issuer%NAVValue
THRIVENT MUTUAL FUNDS11.13%$627.43M
THRIVENT MUTUAL FUNDS9.68%$545.33M
THRIVENT MUTUAL FUNDS7.26%$409.13M
THRIVENT MUTUAL FUNDS7.16%$403.69M
THRIVENT MUTUAL FUNDS5.22%$294.05M
STATE ST INST US GOV MM FUNDGVMXX4.18%$235.52M
THRIVENT MUTUAL FUNDS3.78%$212.86M
THRIVENT MUTUAL FUNDS3.31%$186.52M
THRIVENT MUTUAL FUNDS1.98%$111.28M
THRIVENT MUTUAL FUNDS1.59%$89.69M
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Top 10 positions are 55.28% of net assets, top 25 68.25%, across 1.1K issuers.

See more of this fund's book

More positions with filed share counts, and the quarter-over-quarter change list rather than the largest few — free with an account, no card required.

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