Thompson Midcap Fund Quote
| THPMX Fund | USD 15.18 0.02 0.13% |
Performance10 of 100
| Odds Of DistressLess than 19
|
Thompson Midcap is trading at 15.18 as of the 27th of November 2024; that is 0.13 percent decrease since the beginning of the trading day. The fund's open price was 15.2. Thompson Midcap has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a ok performance during the last 90 days. Equity ratings for Thompson Midcap Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 4th of September 2023 and ending today, the 27th of November 2024. Click here to learn more.
The fund normally invests at least 80 percent of its net assets plus any borrowing for investment purposes in a diversified portfolio of equity securities of medium-sized companies that at the time of purchase fall within the 12-month average of the capitalization ranges of stocks in the Russell Midcap Index. More on Thompson Midcap Fund
Moving together with Thompson Mutual Fund
Thompson Mutual Fund Highlights
| Fund Concentration | Thompson IM Funds, Large Funds, Mid-Cap Blend Funds, Mid-Cap Blend, Thompson IM (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 31st of March 2023 |
| Fiscal Year End | November |
Thompson Midcap Fund [THPMX] is traded in USA and was established 27th of November 2024. Thompson Midcap is listed under Thompson IM category by Fama And French industry classification. The fund is listed under Mid-Cap Blend category and is part of Thompson IM family. This fund at this time has accumulated 54.74 M in assets with minimum initial investment of 250. Thompson Midcap is currently producing year-to-date (YTD) return of 11.87% with the current yeild of 0.01%, while the total return for the last 3 years was 3.55%.
Check Thompson Midcap Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Thompson Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Thompson Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Thompson Midcap Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Thompson Midcap Fund Mutual Fund Constituents
| AXDX | Accelerate Diagnostics | Stock | Health Care | |
| EXAS | EXACT Sciences | Stock | Health Care | |
| KSS | Kohls Corp | Stock | Consumer Discretionary | |
| BBBY | Bed Bath Beyond | Stock | Consumer Discretionary | |
| BETR | Better Home Finance | Stock | Financials | |
| NTRS | Northern Trust | Stock | Financials | |
| DFS | Discover Financial Services | Stock | Financials | |
| ASB | Associated Banc Corp | Stock | Financials |
Thompson Midcap Risk Profiles
| Mean Deviation | 0.7763 | |||
| Semi Deviation | 0.7838 | |||
| Standard Deviation | 0.9905 | |||
| Variance | 0.9811 |
Thompson Midcap Against Markets
Other Information on Investing in Thompson Mutual Fund
Thompson Midcap financial ratios help investors to determine whether Thompson Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Thompson with respect to the benefits of owning Thompson Midcap security.
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