Thompson LargeCap Fund

Class No Load (THPGX)
Scorecard
2 / 5 Stars
Lipper
3 3 3 3 5
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
TheStreet.com
B- (Buy)

#273 in Large Blend

U.S. News evaluated 492 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

See all Thompson IM Funds, Inc. funds

See full Large Blend rankings

See more fund rankings

Performance

The fund has returned 25.23 percent over the past year, 14.64 percent over the past three years, 21.35 percent over the past five years, and 3.38 percent over the past decade.

Trailing Returns Updated 03.31.2014
Year to date 3.1%
1 Year 25.2%
3 Years (Annualized) 14.6%
5 Years (Annualized) 21.3%
10 Years (Annualized) 3.4%

See more THPGX performance

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 1.21 percent.

See more THPGX fees

Risk

Risk is High compared to funds in the same category according to Morningstar.

See more THPGX risk

See Also:

Top Thompson IM Funds, Inc. Funds