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  •  Dow Down 1.45% Nasdaq Down 1.03%

    Thompson LargeCap (THPGX)

    50.82 Down 0.78(1.51%) Jan 30
    Prev Close:51.60
    YTD Return*:13.97%
    Net Assets*:128.25M
    Yield*:0.53%

    * As of 31-Dec-14

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

    Headlines

    • No Headlines available for THPGX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    XOM3.210.41
    MSFT2.890.67
    BAC2.520.06
    JDSU2.20-0.15
    CVX2.190.36

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:128.25M
    Category:Large Blend
    Annual Report Expense Ratio (net):1.21%

    Performance & Risk

    YTD Return:13.97%
    5y Avg Return:14.70%
    Rank in Category (ytd):15
    % Rank in Category (ytd):0.96%
    Beta (3y):1.15
    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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