| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
1
2
2
2
5
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
#214 in Large Blend
U.S. News evaluated 498 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 17.13 percent over the past year, 10.20 percent over the past three years, 2.57 percent over the past five years, and 3.80 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 13.4% |
| 1 Year | 17.1% |
| 3 Years (Annualized) | 10.2% |
| 5 Years (Annualized) | 2.6% |
| 10 Years (Annualized) | 3.8% |
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).
Fees
Fees are Above Average compared to funds in the same category.
Thompson LargeCap Fund has an expense ratio of 1.31 percent.
Risk
Risk is Above Average compared to funds in the same category according to Morningstar.
