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Planning: Tools & Service
> Tax Information > Income Received by Corporate Shareholders
Income Received by Corporate Shareholders

Corporate shareholders may receive a deduction from gross income for ordinary income received from a mutual fund. Of the amount shown in box 1a on Form 1099-DIV, the percentages shown for the following Funds are eligible for the corporate “dividend-received” deduction:

Percentage of Ordinary Income Distributions

Fund

%

Thrivent Aggressive Allocation Fund

20.51%

Thrivent Balanced Fund

17.70%

Thrivent Diversified Income Plus Fund

16.31%

Thrivent Large Cap Growth Fund

15.84%

Thrivent Large Cap Index Fund

100.00%

Thrivent Large Cap Index Fund – I

100.00%

Thrivent Large Cap Stock Fund

47.51%

Thrivent Large Cap Value Fund

99.99%

Thrivent Mid Cap Growth Fund

5.64%

Thrivent Mid Cap Index Fund

100.00%

Thrivent Mid Cap Index Fund – I

85.26%

Thrivent Mid Cap Stock Fund

14.21%

Thrivent Moderate Allocation Fund

16.02%

Thrivent Moderately Aggressive Allocation Fund

23.18%

Thrivent Moderately Conservative Allocation Fund

10.55%

Thrivent Partner Mid Cap Value Fund

27.38%

Thrivent Partner Small Cap Growth Fund

20.24%

Thrivent Partner Small Cap Value Fund

19.62%

Thrivent Real Estate Securities Fund

6.56%

Thrivent Small Cap Index Fund

95.83%

The information provided is not intended to replace qualified tax advice. Neither Thrivent Investment Management Inc. nor its representatives provide tax advice. For complete details, consult your tax advisor.

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4321 N. Ballard Road
Appleton, WI 54919-0001 USA
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625 Fourth Avenue S.
Minneapolis, MN 55415-1624 USA
800-THRIVENT
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Thrivent Financial for Lutherans, Appleton, WI 54919-0001, is authorized to conduct business in all 50 states and the District of Columbia. NAIC # 2938-56014. Products issued by Thrivent Financial for Lutherans are available to applicants who meet membership, insurability, U.S. citizenship and residency requirements. Not all products described are available in all states. Thrivent Financial representatives are licensed insurance agents. Insurance and retirement products, where available, are individual contracts, (not group coverage), and issued by Thrivent Financial for Lutherans. Investment products are offered through Thrivent Investment Management Inc., 625 Fourth Ave. S., Minneapolis, MN 55415-1665, a wholly owned subsidiary of Thrivent Financial for Lutherans. Member FINRA. Member SIPC. Thrivent Financial representatives are registered representatives of Thrivent Investment Management Inc.

Bank products and trust services are offered through Thrivent Financial Bank, 2000 E. Milestone Dr., Appleton, WI 54919-0006 (Member FDIC, Equal Housing Lender), a wholly owned subsidiary of Thrivent Financial for Lutherans. Insurance, investment products, securities, trust, and investment management services and accounts are not deposits, are not FDIC insured, are not insured by any federal government agency, and are not guaranteed by Thrivent Financial Bank. Variable insurance contracts, investment products, trust, and investment management accounts may go down in value.

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This document was last updated on Thursday, February 14, 2008 at 11:16 AM