Dow Down 0.40% Nasdaq Down 0.01%

Thompson LargeCap (THPGX)

51.86 Up 0.14(0.27%) Aug 29
Prev Close:51.86
YTD Return*:6.08%
Net Assets*:124.15M
Yield*:0.35%

* As of 31-Jul-14

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

Headlines

  • No Headlines available for THPGX at this time.

Top Holdings

Symbol% AssetsYTD Return %
MSFT3.1516.07
XOM2.76-1.07
BAC2.26-3.66
CSCO2.2413.91
JDSU2.22-10.20

Fund Basics

Morningstar Overall Rating:
Total Assets:124.15M
Category:Large Blend
Annual Report Expense Ratio (net):1.21%

Performance & Risk

YTD Return:6.08%
5y Avg Return:16.05%
Rank in Category (ytd):16
% Rank in Category (ytd):0.98%
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
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