Thrivent Mid Cap Stock Fund Class A (AASCX) Stock Analysis

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• 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.
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Thrivent Mid Cap Stock Fund Class A (AASCX) Financial Services Profile

Thrivent Mid Cap Stock Fund Class A (AASCX) is a financial services fund managing a portfolio of mid-sized U.S. companies, benchmarked against indices like the Russell Midcap and S&P MidCap 400. With a focus on equity securities, the fund provides investors exposure to the mid-cap market segment, offering diversification within the financial sector.

What Is the Investment Thesis for AASCX?

Thrivent Mid Cap Stock Fund Class A presents a focused investment in mid-sized U.S. companies, mirroring indices like the Russell Midcap and S&P MidCap 400. With a beta of 1.13, the fund exhibits slightly higher volatility than the market. The fund's value is driven by the performance of its underlying mid-cap holdings. Key catalysts include economic growth favoring mid-sized businesses and successful stock selection within the mid-cap universe. The absence of a dividend yield may deter income-focused investors. The fund's success hinges on its ability to outperform its benchmark indices and manage risk effectively within the mid-cap market segment.

Based on FMP financials and quantitative analysis

AASCX Key Highlights

Market capitalization of $3.17B indicates a substantial portfolio size.

• Beta of 1.13 suggests slightly higher volatility compared to the overall market.
• The fund invests at least 80% of its net assets in equity securities of mid-sized companies.
• The fund's performance is benchmarked against indices such as the Russell Midcap Index and S&P MidCap 400 Index.
• The fund does not offer a dividend yield, which may be a consideration for income-seeking investors.

Who Are AASCX's Competitors?

AASCX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.

AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance

What Are AASCX's Key Strengths?

Established track record in mid-cap investing

• Experienced investment management team
• Diversified portfolio of mid-cap stocks
• Access to research and analytical resources

What Are AASCX's Weaknesses?

Dependence on the performance of the mid-cap market

• Vulnerability to market volatility
• Lack of dividend yield may deter some investors
• Management fees can impact overall returns

What Could Drive AASCX Stock Higher?

Potential for increased investor interest in mid-cap stocks due to economic recovery.

• Successful stock selection within the mid-cap universe.
• Effective management of risk and volatility within the portfolio.

What Are the Key Risks for AASCX?

Economic downturn or recession impacting mid-cap company performance.

• Increased competition from other asset managers.
• Changes in interest rates or monetary policy affecting market valuations.
• Market volatility impacting fund performance.

What Are the Growth Opportunities for AASCX?

• Increased investor interest in mid-cap stocks: The mid-cap market segment may experience increased investor interest due to its potential for higher growth compared to large-cap stocks. This could lead to increased inflows into the fund, boosting its assets under management and overall performance. The timeline for this growth opportunity is dependent on broader market trends and investor sentiment, but it could materialize within the next 1-3 years. The fund's established track record and focus on mid-cap stocks position it well to capitalize on this trend.
• Expansion of the mid-cap market: The mid-cap market itself may expand as companies grow and transition from small-cap to mid-cap status. This would create a larger pool of potential investment opportunities for the fund, enhancing its ability to generate returns. The timeline for this expansion is linked to economic growth and the success of small-cap companies, but it could unfold over the next 3-5 years. The fund's expertise in mid-cap investing gives it an advantage in identifying and capitalizing on these emerging opportunities.
• Strategic partnerships and distribution agreements: The fund could pursue strategic partnerships and distribution agreements to expand its reach and attract new investors. This could involve collaborating with other financial institutions or leveraging online platforms to market the fund to a wider audience. The timeline for implementing these partnerships and agreements is within the next 1-2 years. Successful execution of this strategy could significantly increase the fund's assets under management and market share.
• Enhanced stock selection process: The fund could continuously refine its stock selection process to identify undervalued or high-growth mid-cap companies. This could involve incorporating new data sources, analytical techniques, or investment strategies. The timeline for implementing these enhancements is ongoing, as the fund constantly seeks to improve its performance. A more effective stock selection process could lead to higher returns and improved risk-adjusted performance, attracting more investors to the fund.
• Development of new investment products: The fund could explore the development of new investment products that cater to specific investor needs or market trends. This could involve creating thematic funds focused on specific sectors or industries within the mid-cap market, or developing socially responsible investment (SRI) funds that align with investors' values. The timeline for developing and launching these new products is within the next 2-3 years. Successful introduction of new products could diversify the fund's offerings and attract a wider range of investors.

What Are AASCX's Competitive Advantages?

• Established track record in mid-cap investing.
• Expertise of Thrivent Asset Management's investment professionals.
• Brand recognition and reputation of Thrivent Financial.
• Access to research and analytical resources.

What Does AASCX Do?

Thrivent Mid Cap Stock Fund Class A (AASCX) is a fund managed by Thrivent Asset Management, a financial services organization with a long history of providing investment solutions. The fund is designed to provide investors with exposure to the mid-sized U.S. equity market. It achieves this by investing at least 80% of its net assets, plus any borrowings for investment purposes, in the equity securities of mid-sized companies. These companies typically have market capitalizations equivalent to those included in widely known indices such as the Russell Midcap Index, the S&P MidCap 400 Index, or the mid-sized company market capitalization classifications published by Lipper, Inc. The fund's investment strategy focuses primarily on the equity securities of mid-sized U.S. companies. This targeted approach allows the fund to concentrate its investments in a specific segment of the market, potentially capturing the growth opportunities associated with mid-cap stocks. The fund's performance is closely tied to the performance of the mid-cap market, making it a suitable option for investors seeking to diversify their portfolios with exposure to this asset class. The fund operates within the regulatory framework governing investment companies, ensuring compliance with applicable laws and regulations. The fund's investment decisions are guided by the expertise of Thrivent Asset Management's investment professionals, who conduct thorough research and analysis to identify promising investment opportunities within the mid-cap market.

What Products and Services Does AASCX Offer?

• Invests primarily in equity securities of mid-sized U.S. companies.
• Aims to replicate the performance of indices like the Russell Midcap Index and S&P MidCap 400 Index.
• Focuses on companies with market capitalizations within the mid-cap range.
• Provides investors with exposure to the mid-cap market segment.
• Offers diversification within the financial services sector.
• Manages a portfolio of mid-cap stocks on behalf of investors.

How Does AASCX Make Money?

• Generates revenue through management fees charged to investors.
• Fees are typically a percentage of the fund's assets under management (AUM).
• AUM growth is driven by investment performance and investor inflows.

What Industry Does AASCX Operate In?

Thrivent Mid Cap Stock Fund Class A operates within the asset management industry, which is characterized by intense competition and evolving market dynamics. The fund competes with other mid-cap funds and investment vehicles seeking to capitalize on the growth potential of mid-sized companies. The asset management industry is influenced by factors such as interest rates, economic growth, and investor sentiment. The fund's success depends on its ability to attract and retain investors, generate competitive returns, and effectively manage risk. The industry is also subject to regulatory oversight, which impacts the fund's operations and compliance requirements.

Who Are AASCX's Key Customers?

• Individual investors seeking exposure to mid-cap stocks.
• Institutional investors looking for diversification within the U.S. equity market.
• Retirement plans and other investment vehicles.

AASCX Valuation & Market Position

With a $3.17B market cap, Thrivent Mid Cap Stock Fund Class A sits in the mid-cap segment of the market. Relative to its peer group, AASCX's quantitative score of 44/100 is roughly in line with the peer average of 46/100.

Return on equity for Thrivent Mid Cap Stock Fund Class A stands at 0.0%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 0.0%, showing how much profit it generates from its asset base. AASCX trades at a trailing price-to-earnings ratio of 0.00, below the Financial Services sector average of ~18x. Its free cash flow yield is 0.0%, a gauge of the cash the business throws off relative to its market value. A current ratio of 0.00 means current liabilities exceed short-term assets, a liquidity point worth watching. Its earnings yield is 0.0%, the inverse of the P/E and a quick read on earnings relative to price.

AASCX Financials

AASCX Latest News

No recent news available for AASCX.

AASCX Analyst Consensus

AASCX MoonshotScore

Common Questions About AASCX (Financial Services)

Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.

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