LUBIX Mutual Fund

LUBIX Mutual Fund

NAV$15.85
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Fund Essentials - as of Apr 30, 2026

Net Assets
$218M
Expense Ratio
0.75%
Dividend Yield (Current)
4.12%
Holdings
599
Inception Date
Jun 1, 1972
Fund Family
Thrivent Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly
SEC 30-Day Yield
PRO

Performance

YTD-1.07%
1 Year+2.23%
3 Year+4.62%
5 Year-0.19%
10 Year+2.39%

Asset Allocation

Stocks: 0.34%
Bonds: 97.61%
Cash: 0.88%
Other: 1.18%
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Top Holdings

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TickerNameWeight
-Thrivent Cash Management Trust1.24%
-Us Treasury N/B 3.50% 02/28/2031 3.51.06%
GVMXXState Street Institutional US Government Money Market Fund0.88%
S 8.75 03/15/32Sprint Capital Corp 8.75 03/15/20320.65%
T 4.375 08/15/43United States Govt Us Treasury N/B 08/43 4.3750.62%
Top 10 Concentration: 7.02%Report Date: Apr 30, 2026
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Dividend Summary

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Dividend Yield (Current)
4.12%
Frequency
Monthly
Latest Distribution
$0.02
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

LUBIX Mutual Fund Overview

LUBIX Mutual Fund (Thrivent Income Fund Class A) is managed by Thrivent Funds with $217.7M in net assets. LUBIX expense ratio is 0.75%, holding 599 positions across sectors including Financials, Utilities, Industrials. Inception date: 1972-06-01.

LUBIX performance shows a YTD return of -1.07%. The 1-year return is 2.23% and the 5-year return is -0.19%. LUBIX dividend yield stands at 4.12%, paid monthly.

LUBIX top holdings include Thrivent Cash Management Trust (1.2%), Us Treasury N/B 3.50% 02/28/2031 3.5 (1.1%), State Street Institutional US Government Money Market Fund (0.9%), Sprint Capital Corp 8.75 03/15/2032 (0.7%), United States Govt Us Treasury N/B 08/43 4.375 (0.6%). Go to all LUBIX holdings, LUBIX sectors, or LUBIX dividends.

LUBIX can be compared against other funds. Use LUBIX overlap to find shared positions, or LUBIX vs another fund for a side-by-side view. LUBIX alternatives are available via the screener, along with tax-loss harvesting opportunities.