Thompson Plumb MidCap
1200 John Q. Hammons Drive 5th Floor Madison WI 53717
Map
Phone: 800-999-0887
| Category: | Mid-Cap Blend | | Fund Family: | Thompson Plumb | | Net Assets: | 9.64M | | Year-to-Date Return: | 40.78% | | Yield: | 0.51% | | Morningstar Rating: | N/A | | Fund Inception Date: | 31-Mar-08 |
|
James T. Evans
Lead Manager since
31-Mar-08 | | | Evans has been a research analyst at Thompson Investment Management, Inc. (?TIM?) since March 2005 and has been a portfolio manager at TIM since June 2008. Prior to joining TIM, he was a managing director for Nakoma Capital Management, a hedge fund currently headquartered in Madison, Wisconsin that he joined in July 2000. Evans holds the Chartered Financial Analyst designation. |
| 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 |
|
| |
| The investment seeks long-term growth through capital appreciation. The fund normally invests at least 80% of net assets in a diversified portfolio of common stocks of medium-sized companies. It invests in common stocks that possess most of the following characteristics: strong market positions, high barriers to entry and other competitive or technological advantages, high returns on equity and assets, good growth prospects, strong management, and relatively low debt burdens. The fund also invests in equity securities of companies which have above-average potential for earnings and dividend growth. |
| Last Dividend
(17-Dec-08):
| 0.05 | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 90.44% |
|
| Expense | THPMX | Category
Avg | | Total Expense Ratio: | %
| 1.38% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.26% | | Max Deferred Sales Load: | %
| 2.31% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $635 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $980 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,963 |
|
|
0.10% Nasdaq 
Profile
