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TSMEThrivent Small-Mid Cap Equity ETF

Grow my money3y track recordRanked #1,022 of 2,992 in this goal

Seeks long-term capital growth.

By Thrivent · Launched 2022

Annual Cost

0.65%

#3,427 of 5,854 · average

Fund Size

$1.1B

#1,101 of 5,854 · large

Return (1Y)Goal

+21.3%

Track Record

3 years

#2,743 of 5,854 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$12,121+21.2%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Smid

Strategy

Active selection

What it actually holds

By weight

Concentration

Top 10 holdings = 27.3% of fundwell diversified

Modine Manufacturing Co
3.5%
Bel Fuse Inc
3.4%
Coherent Corp
2.8%
Limbach Holdings Inc
2.7%
Turning Point Brands Inc
2.6%
Element Solutions Inc
2.6%
CECO Environmental Corp
2.4%
FTAI Aviation Ltd
2.4%
Littelfuse Inc
2.4%
SharkNinja Inc
2.4%

Asset allocation

Stocks
99.9%
Cash
0.1%

By sector

Industrials
29.6%
Technology
23.8%
Consumer Cyclical
16.9%
Financial Services
9.3%
Healthcare
8.6%
Basic Materials
5.8%
Consumer Defensive
3.6%
Utilities
2.4%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
22.8%High

Year-on-year price swings

Max drawdown
-26.6%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
0.67Decent risk-adjusted returns
Sortino (3Y)
0.99Moderate downside risk

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks long-term capital growth.
Strategy
Actively manages a portfolio primarily invested in equity securities of small- to mid-sized companies listed on national exchanges, targeting those with strong growth prospects and positive economic outlooks. The Fund defines small- to mid-cap companies as those with market capitalizations at or below the largest companies in the Russell 2500 or S&P MidCap 400 indices.
Inception date
October 5, 2022
Fund family
Thrivent

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Data updated on 2026-08-04