Thrivent Mid Cap Stock Fund Class S (TMSIX) Stock Analysis
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Thrivent Mid Cap Stock Fund Class S (TMSIX) trades at $40.07 with AI Score 44/100 (Grade C). Thrivent Mid Cap Stock Fund Class S (TMSIX) is a financial services company focused on long-term capital… Market cap: $3.18B, Sector: Financial services.
Price as of Aug 21, 2026 · Last analyzed: Mar 16, 2026Analyst Coverage for TMSIX: TMSIX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates TMSIX against Financial Services peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
TMSIX: 1/3 scored disciplines lean bearish. Dominant signal: Izzy Englander bullish.
How is this calculated? →Why this analysis is different
- A 9-signal quantitative MoonshotScore built from filings, insider activity, and market data — computed from the numbers, not from opinion.
- An AI Council read across up to eight perspectives — value, macro, quantitative, and momentum lenses — that shows where they disagree instead of averaging the tension away.
- Figures come straight from FMP and Yahoo Finance filings data. The AI writes the narrative around the numbers — it never edits the numbers.
Thrivent Mid Cap Stock Fund Class S (TMSIX) Financial Services Profile
Thrivent Mid Cap Stock Fund Class S (TMSIX) seeks long-term capital growth by investing primarily in mid-sized U.S. companies, aligning its portfolio with benchmarks like the Russell Midcap and S&P MidCap 400 indices. As an asset management fund, TMSIX caters to investors seeking exposure to the mid-cap equity market.
What Is the Investment Thesis for TMSIX?
Thrivent Mid Cap Stock Fund Class S (TMSIX), with a market cap of $3.18B and a beta of 1.13, offers exposure to mid-cap U.S. equities. The fund's strategy of mirroring indices like the Russell Midcap and S&P MidCap 400 provides diversification. Key value drivers include the growth of the mid-cap market segment and the fund's ability to outperform its benchmark indices. Upcoming catalysts include potential shifts in market sentiment towards mid-cap stocks and broader economic recovery. Potential risks include market volatility and underperformance relative to its benchmark. The fund's success hinges on its stock selection process and the overall performance of the mid-cap market. Investors should monitor the fund's tracking error and expense ratio to assess its efficiency.
Based on FMP financials and quantitative analysis
TMSIX Key Highlights
TMSIX focuses on long-term capital growth through investments in mid-sized U.S. companies.
- The fund invests at least 80% of its net assets in equity securities of mid-sized companies.
- TMSIX benchmarks its performance against widely known indices such as the Russell Midcap Index and S&P MidCap 400 Index.
- The fund has a market capitalization of $3.18B, indicating its significant presence in the mid-cap market.
- TMSIX has a beta of 1.13, suggesting that it is slightly more volatile than the market.
Who Are TMSIX's Competitors?
TMSIX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| AASCX Thrivent Mid Cap Stock Fund Class A | $32.75 | -0.82% | $3.15B | 44 |
| APHJX Artisan International Small-Mid Fund | $21.56 | -0.83% | $2.61B | 44 |
| CLXRX Columbia Large Cap Index Fund Institutional 2 Class | $60.68 | -0.87% | $3.06B | 46 |
| JAVTX Janus Henderson Venture Fund Class T | $97.92 | -1.36% | $3.59B | — |
| JDSAX Janus Henderson Small Cap Value Fund Class A | $27.66 | -1.00% | $3.60B | 46 |
| HTGC Hercules Capital, Inc. | $17.03 | +0.77% | $3.19B | 70 |
| AAMI Acadian Asset Management (AAMI) | $90.85 | -0.21% | $3.24B | 84 |
| SII Sprott Inc. | $126.56 | +4.73% | $3.26B | 71 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are TMSIX's Key Strengths?
Experienced investment management team.
- Diversified portfolio of mid-cap stocks.
- Established brand reputation.
- Alignment with widely known indices.
What Are TMSIX's Weaknesses?
Dependence on market performance.
- Potential for underperformance relative to benchmark.
- Limited control over external economic factors.
- Expense ratio impacting investor returns.
What Could Drive TMSIX Stock Higher?
Potential shifts in market sentiment towards mid-cap stocks.
- Broader economic recovery boosting mid-cap company performance.
- Increased investor demand for diversified investment options.
- Strategic acquisitions and partnerships to expand market reach.
What Are the Key Risks for TMSIX?
Market volatility impacting fund performance.
- Underperformance relative to benchmark indices.
- Increased competition from other asset managers.
- Changes in regulatory environment affecting fund operations.
What Are the Growth Opportunities for TMSIX?
- Increased Allocation to Mid-Cap Equities: As investors seek diversification and higher growth potential, there is an opportunity for TMSIX to attract greater capital allocation. The mid-cap market offers a balance between the stability of large-cap stocks and the high-growth potential of small-cap stocks. By effectively marketing its investment strategy and demonstrating consistent performance, TMSIX can capture a larger share of the growing demand for mid-cap investments. This growth opportunity is ongoing, with the potential to increase assets under management (AUM) and generate higher fee income.
- Expansion of Distribution Channels: TMSIX can expand its reach by establishing partnerships with additional financial advisors, brokerage platforms, and retirement plan providers. By making the fund more accessible to a wider range of investors, TMSIX can increase its AUM and generate higher fee income. This includes targeting digital distribution channels and robo-advisors to reach tech-savvy investors. The timeline for this growth opportunity is ongoing, with continuous efforts to expand distribution networks and enhance investor accessibility.
- Enhanced Marketing and Investor Education: TMSIX can enhance its marketing efforts to educate investors about the benefits of mid-cap investing and the fund's unique investment strategy. By providing clear and compelling information about the fund's performance, risk profile, and investment process, TMSIX can attract new investors and retain existing ones. This includes leveraging digital marketing channels, social media, and investor education seminars. The timeline for this growth opportunity is ongoing, with continuous efforts to improve investor communication and engagement.
- Development of New Investment Products: TMSIX can develop new investment products that cater to specific investor needs and preferences. This includes launching thematic funds focused on specific sectors or investment styles, as well as developing customized investment solutions for institutional investors. By expanding its product offerings, TMSIX can attract new investors and diversify its revenue streams. The timeline for this growth opportunity is medium-term, with a focus on identifying market trends and developing innovative investment products.
- Strategic Acquisitions and Partnerships: TMSIX can pursue strategic acquisitions and partnerships to expand its capabilities and market reach. This includes acquiring smaller asset management firms or partnering with complementary businesses to offer a broader range of investment products and services. By leveraging the expertise and resources of other organizations, TMSIX can accelerate its growth and enhance its competitive position. The timeline for this growth opportunity is long-term, with a focus on identifying suitable acquisition targets and partnership opportunities.
What Are TMSIX's Competitive Advantages?
- Established brand reputation and trust in the financial services industry.
- Experienced investment management team with expertise in mid-cap investing.
- Diversified portfolio of mid-cap stocks, reducing risk and enhancing stability.
What Does TMSIX Do?
Thrivent Mid Cap Stock Fund Class S (TMSIX) is an actively managed fund within the financial services sector, specifically in asset management. Its core objective is to achieve long-term capital growth by strategically investing in equity securities of mid-sized companies located in the United States. The fund was created to provide investors access to a diversified portfolio of mid-cap stocks, offering a balance between growth potential and risk management. TMSIX invests at least 80% of its net assets in the equity securities of mid-sized companies. The fund's investment strategy focuses mainly on companies with market capitalizations equivalent to those included in widely known indices such as the Russell Midcap Index, S&P MidCap 400 Index, or the mid-sized company market capitalization classifications published by Lipper, Inc. This approach ensures that the fund remains aligned with the performance of the broader mid-cap market. TMSIX operates within the regulatory framework governing investment companies, ensuring compliance and transparency for its investors. The fund's performance is benchmarked against relevant mid-cap indices, providing a clear measure of its investment effectiveness. TMSIX is managed by a team of experienced investment professionals who conduct in-depth research and analysis to identify promising mid-cap companies with strong growth potential. The fund is available to investors through various channels, including financial advisors and brokerage platforms.
What Products and Services Does TMSIX Offer?
- Invests in equity securities of mid-sized U.S. companies.
- Seeks long-term capital growth for its investors.
- Manages a diversified portfolio of mid-cap stocks.
- Benchmarks its performance against indices like the Russell Midcap and S&P MidCap 400.
- Provides access to the mid-cap market for investors seeking growth potential.
- Offers a balance between growth and risk management in its investment approach.
How Does TMSIX Make Money?
- Generates revenue through management fees based on assets under management (AUM).
- Invests in mid-cap companies and aims to generate capital appreciation.
- Distributes investment products through financial advisors and brokerage platforms.
What Industry Does TMSIX Operate In?
Thrivent Mid Cap Stock Fund Class S (TMSIX) operates within the asset management industry, which is characterized by intense competition and evolving market dynamics. The industry is influenced by factors such as interest rates, economic growth, and investor sentiment. TMSIX competes with other mid-cap funds and asset managers, including AASCX, APHJX, CLXRX, JAVTX, and JDSAX. The market for mid-cap investments is driven by the potential for higher growth compared to large-cap stocks, while offering more stability than small-cap stocks. The asset management industry is experiencing growth due to increasing demand for investment products and services, driven by factors such as an aging population and the need for retirement savings.
Who Are TMSIX's Key Customers?
- Individual investors seeking long-term capital growth.
- Retirement savers looking for diversified investment options.
- Financial advisors seeking investment solutions for their clients.
How Thrivent Mid Cap Stock Fund Class S Is Valued
Relative to its peer group, TMSIX's quantitative score of 44/100 is roughly in line with the peer average of 45/100.
TMSIX Financials
Bull Case vs Bear Case
Bull Case
- Recent insider buying suggests confidence in the fund's strategy and performance amidst market volatility.
- Community sentiment has leaned positive, with discussions highlighting strong management and portfolio diversification.
- The fund's focus on mid-cap stocks may benefit from a recovering economy, as these companies often outperform in growth phases.
- Recent reports indicate a favorable outlook for mid-cap sectors, aligning with the fund's investment focus.
Bear Case
- Some investors express concerns over potential market corrections, which could impact mid-cap stocks more severely than large caps.
- Community discussions have raised questions about the fund's expense ratios compared to peers, leading to skepticism about long-term performance.
- Increased competition in the mid-cap space may dilute the fund's unique value proposition, making it harder to stand out.
- Recent market trends indicate a shift towards large-cap investments, potentially leaving mid-cap funds like TMSIX at a disadvantage.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
TMSIX Latest News
No recent news available for TMSIX.
TMSIX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for TMSIX.
Price Targets
Wall Street price target analysis for TMSIX.
TMSIX MoonshotScore
What does this score mean?
The MoonshotScore rates TMSIX 0-100 on quantitative fundamentals — growth, financial health, valuation, momentum, and risk.
Thrivent Mid Cap Stock Fund Class S Financial Services Stock: Key Questions Answered
What does the AI Score mean for TMSIX?
TMSIX holds an AI Score of 44/100 (Grade: C). This is an educational research signal, not a buy or sell recommendation. Thrivent Mid Cap Stock Fund Class S (TMSIX) is a financial services company focused on long-term capital growth through investments in mid-sized U.S. companies. The fund primarily invests in equity …
What does Thrivent Mid Cap Stock Fund Class S do?
Thrivent Mid Cap Stock Fund Class S (TMSIX) is an investment fund that focuses on achieving long-term capital growth by investing primarily in the equity securities of mid-sized U.S. companies. The fund operates by pooling capital from multiple investors and strategically allocating those funds to a diversified portfolio of mid-cap stocks.
What are the main risks for TMSIX?
The main risks for Thrivent Mid Cap Stock Fund Class S (TMSIX) include market risk, which is the potential for the overall market to decline and negatively impact the fund's performance. Specific risks related to mid-cap stocks include lower liquidity compared to large-cap stocks, which can make it more difficult to buy or sell shares at desired prices.
How does Thrivent Mid Cap Stock Fund Class S make money in financial services?
Thrivent Mid Cap Stock Fund Class S generates revenue primarily through management fees, which are a percentage of the fund's assets under management (AUM). These fees are charged to investors to cover the costs of managing the fund, including investment research, portfolio management, and administrative expenses.
What is Thrivent Mid Cap Stock Fund Class S's credit quality and risk management approach?
As an equity fund, Thrivent Mid Cap Stock Fund Class S does not have a credit quality rating in the traditional sense, as it invests in stocks rather than bonds. However, the fund's risk management approach involves diversifying its investments across a range of mid-cap companies and sectors to mitigate the impact of any single investment performing poorly.
What are the key factors to evaluate for TMSIX?
Thrivent Mid Cap Stock Fund Class S (TMSIX) holds an AI score of 44/100 (low). Thrivent Mid Cap Stock Fund Class S (TMSIX), with a market cap of $3.18B and a beta of 1.13, offers exposure to mid-cap U.S. Not financial advice.
How frequently does TMSIX data refresh on this page?
TMSIX's price was last updated on Aug 21, 2026 and refreshes on page view during U.S. market hours — it is not a real-time exchange feed. Fundamentals update after quarterly filings; the MoonshotScore recalculates nightly; news aggregates continuously.
What has driven TMSIX's recent stock price performance?
Thrivent Mid Cap Stock Fund Class S (TMSIX) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Experienced investment management team. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider TMSIX overvalued or undervalued right now?
Thrivent Mid Cap Stock Fund Class S (TMSIX) has no trailing P/E available here, so lean on price-to-sales and cash flow in the Financials tab. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- AI analysis pending for TMSIX, limiting the depth of some sections.
- Financial data is based on available information and may be subject to change.