Send me a link:

*Text messaging rates may apply.

 Dow Up 0.13% Nasdaq Down 0.10%

Thompson LargeCap (THPGX)

51.16 Down 0.14(0.27%) Jul 28
Prev Close:51.30
YTD Return*:7.54%
Net Assets*:127.38M
Yield*:0.35%

* As of 30-Jun-14

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

Headlines

  • No Headlines available for THPGX at this time.

Top Holdings

Symbol% AssetsYTD Return %
MSFT3.1513.42
XOM2.761.46
BAC2.260.32
CSCO2.2413.42
JDSU2.22-3.43

Fund Basics

Morningstar Overall Rating:
Total Assets:127.38M
Category:Large Blend
Annual Report Expense Ratio (net):1.21%

Performance & Risk

YTD Return:7.54%
5y Avg Return:17.92%
Rank in Category (ytd):20
% Rank in Category (ytd):1.22%
Beta (3y):1.25
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
Your browser doesn't support canvas
SETTINGS
Scrolling
Speed
Display
Price
Submit Feedback