C
Thompson LargeCap Fund THPGX
NASDAQ
Recommendation
NAV
Total Assets
Dividend Yield
Turnover Ratio
Expense Ratio
Rating
Reward
Risk
Fund Information
Fund Type
Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
250
Minimum Subsequent Investment
50
Front End Fee
Back End Fee
Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
Systematic Withdrawal Plan, Automatic Investment Plan, Phone Exchange, Wire Redemption, Retirement Investment
Top Holdings
C
Alphabet Inc Class A
GOOGL - NASDAQ
B
Microsoft Corp
MSFT - NASDAQ
C
Apple Inc
AAPL - NASDAQ
C
Qualcomm Inc
QCOM - NASDAQ
B
JPMorgan Chase & Co
JPM - NYSE
Performance
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Last Bear Market Total Return
Forward Dividend Yield
Price
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NAV
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Beta / Standard Deviation
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Standard Deviation
Company Information
Provider
Thompson IM
Manager/Tenure
(Years)
James T. Evans (16), Jason L. Stephens (16)
Address
Thompson IM
Milwaukee WI - 53202
Country
United States
Phone Number
--
Investment Strategy
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).