Thompson Plumb Bond
1200 John Q. Hammons Drive 5th Floor Madison WI 53717
Map
Phone: 800-999-0887
| Category: | Short-Term Bond | | Fund Family: | Thompson Plumb | | Net Assets: | 132.33M | | Year-to-Date Return: | 24.96% | | Yield: | 6.46% | | Morningstar Rating: |  | | Fund Inception Date: | 10-Feb-92 |
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John W. Thompson
Lead Manager since
10-Feb-92 | | | John W. Thompson is the President and Chief Executive Officer and a Director of Thompson Plumb Funds, Inc., and is the Founder and President of TIM. Until January 2004, Mr. Thompson was Founder, President and Treasurer of Thompson, Plumb & Associates, Inc since the firm?s 1984 inception. Prior to that, he served as the Senior Trust and Investment Officer at Firstar Bank in Madison, Wisconsin. He has been in the investment business since 1971. He is a CFA charterholder. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $2,000 | | Min Initial Investment, AIP: | $2,500 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks a high level of current income while preserving capital. The fund normally invests at least 80% of net assets in diversified portfolio of bonds. Although the fund invests primarily in investment-grade debt securities, it may invest up to 10% of net assets in bonds rated below investment-grade. These below investment grade bonds along with the other bonds in the fund's portfolio comprise at least 80% of the fund's total assets. The fund may invest up to 20% of net assets in other non-debt securities. It does not purchase securities with a view to rapid turnover. |
| Last Dividend
(9-Sep-09):
| 0.12 | | Last Cap Gain
(16-Dec-05):
| 0.09 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 114.02% |
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| Expense | THOPX | Category
Avg | | Total Expense Ratio: | %
| 0.91% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 2.62% | | Max Deferred Sales Load: | %
| 2.12% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $406 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $646 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,332 |
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