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    Thompson LargeCap (THPGX)

    42.49 Down 0.47(1.09%) Feb 9
    Prev Close:42.96
    YTD Return*:-7.64%
    Net Assets*:98.62M
    Yield*:0.78%

    * As of 31-Jan-16

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

    Headlines

    • No Headlines available for THPGX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    XOM3.27N/A
    MSFT3.04N/A
    GOOGL3.02N/A
    BAC2.64N/A
    CVX2.37N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:98.62M
    Category:Large Blend
    Annual Report Expense Ratio (net):1.15%

    Performance & Risk

    YTD Return:-7.64%
    5y Avg Return:7.69%
    Rank in Category (ytd):91
    % Rank in Category (ytd):5.67%
    Beta (3y):1.11
    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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