Total Return | -3.07 | 11.15 | 5.62 | 1.17 | 4.57 |
Category Average | 0.12 | 2.78 | 2.70 | 0.76 | 4.52 |
Assets for Each Yr* | 2.65 | 2.27 | 2.79 | 3.76 | 3.92 |
YTD | 3 Year | 5 Year | |||
---|---|---|---|---|---|
Fund Family | 4.57 | 4.52 | 3.37 | ||
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 |
Sector | YTD Return % | % Net Assets | ||
---|---|---|---|---|
Fund Name | 5-Yr Rank | Analyst Report | ||
---|---|---|---|---|
Thompson Bond | 3 | 08-29-19 | ||
Thompson MidCap | 75 | -- | ||
Thompson LargeCap | 82 | -- |
Fund Name | 5-Yr Rank | Analyst Report | ||
---|---|---|---|---|
Thompson LargeCap | 82 | -- | ||
Thompson MidCap | 75 | -- | ||
Thompson Bond | 3 | 08-29-19 |
Fund Name | Expense Ratio | Analyst Report | ||
---|---|---|---|---|
Thompson Bond | 0.71 | 08-29-19 | ||
Thompson LargeCap | 1.05 | -- | ||
Thompson MidCap | 1.15 | -- |
Fund Name | Expense Ratio | Analyst Report | ||
---|---|---|---|---|
Thompson MidCap | 1.15 | -- | ||
Thompson LargeCap | 1.05 | -- | ||
Thompson Bond | 0.71 | 08-29-19 |
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 |
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 |