Thompson IM Funds Inc Fund Family Report
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  • Select a Fund Family
  • Performance
    08-31-19

    Total ReturnCategory Average
    Total Return-3.0711.155.621.174.57
    Category Average0.122.782.700.764.52
    Assets for Each Yr*2.652.272.793.763.92
    *billions

    Trailing Returns %
    08-31-19

      YTD 3 Year 5 Year    
    Fund Family 4.57 4.52 3.37

    Key Stats
    08-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $3,920 mil $250 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.0 4.06 1.10 Average
    International Stock -- -- -- --
    Municipal Bond -- -- -- --
    Taxable Bond 5.0 95.94 0.71 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    09-16-19

      Sector YTD Return % % Net Assets  

    Best 5-Year Relative Performance | More
    09-16-19

    Fund Name 5-Yr Rank Analyst Report  
    Thompson Bond 3 08-29-19
    Thompson MidCap 75 --
    Thompson LargeCap 82 --

    Worst 5-Year Relative Performance | More
    09-16-19

    Fund Name 5-Yr Rank Analyst Report  
    Thompson LargeCap 82 --
    Thompson MidCap 75 --
    Thompson Bond 3 08-29-19

    Lowest Expenses | More
    09-16-19

    Fund Name Expense Ratio Analyst Report  
    Thompson Bond 0.71 08-29-19
    Thompson LargeCap 1.05 --
    Thompson MidCap 1.15 --

    Highest Expenses | More
    09-16-19

    Fund Name Expense Ratio Analyst Report  
    Thompson MidCap 1.15 --
    Thompson LargeCap 1.05 --
    Thompson Bond 0.71 08-29-19

    Longest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Thompson MidCap James T. Evans 11.50
    Thompson Bond James T. Evans 10.60
    Thompson LargeCap James T. Evans 10.60

    Shortest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Thompson Bond James T. Evans 10.60
    Thompson LargeCap James T. Evans 10.60
    Thompson MidCap James T. Evans 11.50