Thrivent Mid Cap Stock Fund

Shareclass
Thrivent Mid Cap Stock S (TMSIX)
Type
Open-end mutual fund

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Thrivent Mid Cap Stock Fund

FUND COVERAGE
# of holdings58
% of assets97%
Score
46 / 100
Rank

73.5 percentile

Group: U.S. Small/Mid Cap Equity

Rank: #288 out of 1,085

Grade
B

Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.

Sub-scores & KPIs

Gender Equality: Gender Balance in Leadership and Workforce

23 / 40

Gender Equality: Equal Compensation and Work Life Balance

5 / 30

Gender Equality: Policies Promoting Gender Equality

18 / 20

Gender Equality: Commitment, Transparency, and Accountability

0 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Neurocrine Biosciences Inc
         % of fund invested: 2%
         $USD invested: $66.81M
  • 2. Illumina Inc
         % of fund invested: 1.22%
         $USD invested: $40.63M
  • 3. Alliant Energy Corp
         % of fund invested: 1.51%
         $USD invested: $50.3M
  • 4. Arch Capital Group Ltd
         % of fund invested: 2.62%
         $USD invested: $87.41M
  • 5. Northern Trust Corp
         % of fund invested: 1.97%
         $USD invested: $65.76M
  • 6. Crocs Inc
         % of fund invested: 1.23%
         $USD invested: $41.11M
  • 7. Nokia Oyj ADR
         % of fund invested: 1.04%
         $USD invested: $34.59M
  • 8. Albemarle Corp
         % of fund invested: 1.05%
         $USD invested: $35.1M
  • 9. Docusign Inc
         % of fund invested: 2.18%
         $USD invested: $72.98M
  • 10. Leidos Holdings Inc
         % of fund invested: 2.02%
         $USD invested: $67.58M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Houlihan Lokey Inc Class A
         % of fund invested: 0.58%
         $USD invested: $19.5M
  • 2. Old Dominion Freight Line Inc Ordinary Shares
         % of fund invested: 1.97%
         $USD invested: $65.65M
  • 3. Steel Dynamics Inc
         % of fund invested: 3.3%
         $USD invested: $110.34M
  • 4. Viking Holdings Ltd
         % of fund invested: 1.54%
         $USD invested: $51.39M
  • 5. Kinsale Capital Group Inc
         % of fund invested: 0.03%
         $USD invested: $850,857
  • 6. The Timken Co
         % of fund invested: 2.1%
         $USD invested: $70.04M
  • 7. NVR Inc
         % of fund invested: 1.79%
         $USD invested: $59.85M
  • 8. Encompass Health Corp
         % of fund invested: 0.63%
         $USD invested: $21.04M
  • 9. Fastenal Co
         % of fund invested: 2.14%
         $USD invested: $71.39M
  • 10. Garmin Ltd
         % of fund invested: 2.99%
         $USD invested: $99.83M

Fund manager statement

We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.

Manager survey




EXCLUSION RATINGS

Prisons & Borders
Military Weapons

PRISONS & BORDERS

Fund Thrivent Mid Cap Stock Fund

Totals

Holdings
Assets
Weight
Prisons
1
$41.33M
1.24%
     Prisons high risk
1
$41.33M
1.24%
     Private prisons
0
$0
0%
Borders
2
$108.91M
3.26%
     Borders high risk
2
$108.91M
3.26%
Total
2
$108.91M
3.26%
Full fund results

Holdings — 2 flagged holdings

1.
Leidos Holdings Inc
Borders
$67.58M
2.02%
Borders :
$67.58M
2.02%
2.
Axon Enterprise Inc
Prisons
Borders
$41.33M
1.24%
Prisons
Borders :
$41.33M
1.24%
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