Ad is loading...
MENU

IBBFX Thrivent Balanced Income Plus S Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT).

Industry description

The investment seeks long-term total return through a balance between income and the potential for long-term capital growth. Under normal circumstances, the fund invests 25-65% in equity securities and 35-75% in debt securities. The equity securities in which the fund invests may include common stock, preferred stock, securities convertible into common stock, or securities or other instruments the price of which is linked to the value of common stock.

Market Cap

The average market capitalization across the Thrivent Balanced Income Plus S MF is 2.31T. The market cap for tickers in the group ranges from 3.15T to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is MSFT at 3.15T.

Volume

The average weekly volume growth across all stocks in the Thrivent Balanced Income Plus S MF was -4%. For the same stocks of the MF, the average monthly volume growth was -22% and the average quarterly volume growth was -22%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 82
P/E Growth Rating: 58
Price Growth Rating: 22
SMR Rating: 32
Profit Risk Rating: 17
Seasonality Score: -40 (-100 ... +100)
View a ticker or compare two or three
Ad is loading...
A.I. Advisor
published General Information

General Information

Category ModerateAllocation

Profile
Fundamentals
Details
Category
Moderately Conservative Allocation
Address
Thrivent Mutual Funds901 Marquette Avenue, Suite 2500Minneapolis
Phone
8005215308
Web
www.ThriventFunds.com.
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
NEMRX19.40-0.09
-0.46%
Neuberger Berman Emerg Mkts Eq R3
JRSSX12.10-0.14
-1.14%
JH Adaptive Risk Mgd U.S. Eq S
GIRGX22.78-0.29
-1.26%
Goldman Sachs U.S. Equity ESG Inv
TISAX64.62-0.86
-1.31%
Nuveen S&P 500 Index I
GTMTX23.67-0.45
-1.87%
Goldman Sachs Small/Mid Cap Growth Inv

IBBFX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, IBBFX has been closely correlated with BIICX. These tickers have moved in lockstep 88% of the time. This A.I.-generated data suggests there is a high statistical probability that if IBBFX jumps, then BIICX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IBBFX
1D Price
Change %
IBBFX100%
-0.42%
BIICX - IBBFX
88%
Closely correlated
-0.29%
HBLTX - IBBFX
87%
Closely correlated
-0.26%
HBLFX - IBBFX
87%
Closely correlated
-0.27%
HBLSX - IBBFX
87%
Closely correlated
-0.26%
HBLVX - IBBFX
87%
Closely correlated
-0.26%
More