Thrivent Small Cap Stock Fund
TSCSX
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- Thrivent Small Cap Stock Fund (TSCSX) is an open-end mutual fund that seeks long-term capital growth through investments primarily in small-capitalization stocks across growth and value spectrums; it employs a blend investment style focused on favorable stock selection while monitoring risk, with a portfolio typically comprising U.S. stocks (94.20%), non-U.S. stocks (5.06%), and minimal cash (0.74%), diversified across sectors including industrials (18.57%), financial services (16.18%), technology (15.47%), consumer cyclical (13.53%), and healthcare (12.67%). The fund offers Class S shares, which are no-load with no sales charges or 12b-1 fees and a net expense ratio of 0.78%; Class A shares with a front-end load of up to 4.50%; minimum initial investment of $2,000 for non-retirement accounts ($1,000 for IRAs) and $50 for additional investments. It benchmarks performance against the Russell 2000 Index and S&P SmallCap 600 Index, targeting investors seeking exposure to small-sized companies with potential for rapid growth but higher volatility due to narrower product lines and limited resources compared to larger firms. Launched on December 29, 1997, and domiciled in the United States, the fund is managed by Thrivent Mutual Funds, headquartered at 625 Fourth Avenue South, Minneapolis, MN 55415, with total net assets of approximately $2.93 billion and a share class size of $2.43 billion as of recent data. The investment team includes lead portfolio manager Matthew Finn (since March 20, 2013), James Tinucci (since February 27, 2015), Katelyn Young (since February 28, 2023), and Matthew Carlone (since February 28, 2025). Recent portfolio management changes include the addition of Matthew Carlone as co-portfolio manager effective February 28, 2025; the fund maintains a turnover ratio of around 54% and top holdings such as Pegasystems Inc. (2.43%), BWX Technologies Inc. (1.95%), and Helios Technologies Inc. (1.91%). No major mergers, acquisitions, or strategic alliances specific to the fund have been reported in the last 1-2 years, though Thrivent Funds as a whole continues to emphasize risk-managed equity strategies amid small-cap market dynamics, including Q2 2025 underperformance relative to benchmarks due to security selection. The fund operates primarily for U.S. investors through platforms available in the United States, with no notable subsidiaries or parent company shifts beyond its management by Thrivent Mutual Funds.