Thompson MidCap Fund

Class Other (THPMX)
Scorecard
4 / 5 Stars
Lipper
4 4 3 2 1
Zacks Investment Research
3 (Hold)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C+ (Hold)

#48 in Mid-Cap Blend

U.S. News evaluated 138 Mid-Cap Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 29.26 percent over the past year, 13.48 percent over the past three years, and 28.94 percent over the past five years.

Trailing Returns Updated 02.28.2014
Year to date 3.3%
1 Year 29.3%
3 Years (Annualized) 13.5%
5 Years (Annualized) 28.9%
10 Years (Annualized) N/A

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Summary

The investment seeks a high level of long-term capital appreciation by investing in securities of medium-sized companies. 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 medium-sized companies that fall within the 12-month average of the capitalization ranges of stocks in the Russell Midcap 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 Low compared to funds in the same category.
Thompson MidCap Fund has an expense ratio of 1.30 percent.

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Risk

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

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See Also:

Top Thompson IM Funds, Inc. Funds