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    Thompson LargeCap (THPGX)

    53.73 Up 1.32(2.52%) Dec 18
    Prev Close:52.41
    YTD Return*:12.82%
    Net Assets*:128.62M
    Yield*:0.33%

    * As of 30-Nov-14

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    • No Headlines available for THPGX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    MSFT3.2232.61
    XOM2.64-4.26
    BAC2.5510.60
    JDSU2.30-0.96
    CSCO2.2727.33

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:128.62M
    Category:Large Blend
    Annual Report Expense Ratio (net):1.21%

    Performance & Risk

    YTD Return:12.82%
    5y Avg Return:14.92%
    Rank in Category (ytd):37
    % Rank in Category (ytd):2.34%
    Beta (3y):1.16
    Morningstar Risk Rating:5

    Fund Summary

    The investment seeks a high level of long-term capital appreciation. The fund normally invests at least 80% of its net assets plus any borrowing for investment purposes in a diversified portfolio of equity securities of large-capitalization companies that at the time of purchase fall within the capitalization ranges of companies in the S&P 500 Index. Its equity investments included within this 80% may include common stocks, American Depositary Receipts (ADRs), and real estate investment trusts (REITs). View More
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