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    Thompson LargeCap (THPGX)

    53.99 Up 0.01(0.02%) Feb 27
    Prev Close:53.98
    YTD Return*:-5.29%
    Net Assets*:120.73M
    Yield*:0.56%

    * As of 31-Jan-15

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

    Headlines

    • No Headlines available for THPGX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    XOM3.21-3.10
    MSFT2.89-11.13
    BAC2.52-13.58
    JDSU2.20-9.04
    CVX2.19-5.46

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:120.73M
    Category:Large Blend
    Annual Report Expense Ratio (net):1.15%

    Performance & Risk

    YTD Return:-5.29%
    5y Avg Return:14.13%
    Rank in Category (ytd):98
    % Rank in Category (ytd):5.91%
    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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