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    Thompson LargeCap (THPGX)

    53.08 Down 0.31(0.58%) Mar 31
    Prev Close:53.08
    YTD Return*:0.61%
    Net Assets*:127.72M
    Yield*:0.52%

    * As of 28-Feb-15

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

    Headlines

    • No Headlines available for THPGX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    XOM3.21-4.02
    MSFT2.89-4.87
    BAC2.52-10.51
    JDSU2.200.66
    CVX2.19-4.64

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:127.72M
    Category:Large Blend
    Annual Report Expense Ratio (net):1.15%

    Performance & Risk

    YTD Return:0.61%
    5y Avg Return:14.78%
    Rank in Category (ytd):95
    % Rank in Category (ytd):5.78%
    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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