Thompson Midcap Fund Manager Performance Evaluation

THPMX Fund  USD 15.33  0.19  1.25%   
The entity has a beta of 0.91, which indicates possible diversification benefits within a given portfolio. Thompson Midcap returns are very sensitive to returns on the market. As the market goes up or down, Thompson Midcap is expected to follow.

Risk-Adjusted Performance

Solid

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Thompson Midcap Fund are ranked lower than 18 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak primary indicators, Thompson Midcap may actually be approaching a critical reversion point that can send shares even higher in March 2026.
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Ubisoft Entertainment SA - Depositary receipt price target decreased by 26.80 percent to 5.44 - MSN
12/09/2025
Expense Ratio Date31st of March 2025
Expense Ratio1.1500
  

Thompson Midcap Relative Risk vs. Return Landscape

If you would invest  1,370  in Thompson Midcap Fund on November 7, 2025 and sell it today you would earn a total of  163.00  from holding Thompson Midcap Fund or generate 11.9% return on investment over 90 days. Thompson Midcap Fund is currently producing 0.1908% returns and takes up 0.8196% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Thompson, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days horizon Thompson Midcap is expected to generate 1.09 times more return on investment than the market. However, the company is 1.09 times more volatile than its market benchmark. It trades about 0.23 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.12 per unit of risk.

Thompson Midcap Current Valuation

Undervalued
Today
15.33
Please note that Thompson Midcap's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Thompson Midcap has a current Real Value of $16.44 per share. The regular price of the fund is $15.33. We determine the value of Thompson Midcap from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will draw towards each other.
Since Thompson Midcap is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Thompson Mutual Fund. However, Thompson Midcap's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value.
Historical Market  15.33 Real  16.44 Hype  15.33 Naive  14.93
The intrinsic value of Thompson Midcap's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Thompson Midcap's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
16.44
Real Value
17.25
Upside
Estimating the potential upside or downside of Thompson Midcap Fund helps investors to forecast how Thompson mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Thompson Midcap more accurately as focusing exclusively on Thompson Midcap's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
14.8515.1915.53
Details
Hype
Prediction
LowEstimatedHigh
14.5215.3316.14
Details
Naive
Forecast
LowNext ValueHigh
14.1214.9315.74
Details
Below is the normalized historical share price chart for Thompson Midcap Fund extending back to March 31, 2008. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Thompson Midcap stands at 15.33, as last reported on the 5th of February, with the highest price reaching 15.33 and the lowest price hitting 15.33 during the day.
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid
 
Interest Hikes

Thompson Midcap Target Price Odds to finish over Current Price

The tendency of Thompson Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
Current PriceHorizonTarget PriceOdds to move above the current price in 90 days
 15.33 90 days 15.33 
about 12.12
Based on a normal probability distribution, the odds of Thompson Midcap to move above the current price in 90 days from now is about 12.12 (This Thompson Midcap Fund probability density function shows the probability of Thompson Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Thompson Midcap has a beta of 0.91. This usually implies Thompson Midcap Fund market returns are sensitive to returns on the market. As the market goes up or down, Thompson Midcap is expected to follow. Additionally Thompson Midcap Fund has an alpha of 0.1174, implying that it can generate a 0.12 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta).
   Thompson Midcap Price Density   
       Price  

Predictive Modules for Thompson Midcap

There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Thompson Midcap. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.
Hype
Prediction
LowEstimatedHigh
14.5215.3316.14
Details
Intrinsic
Valuation
LowRealHigh
13.8016.4417.25
Details
Naive
Forecast
LowNextHigh
14.1214.9315.74
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
14.8515.1915.53
Details

Thompson Midcap Risk Indicators

For the most part, the last 10-20 years have been a very volatile time for the stock market. Thompson Midcap is not an exception. The market had few large corrections towards the Thompson Midcap's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Thompson Midcap Fund, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Thompson Midcap within the framework of very fundamental risk indicators.
α
Alpha over Dow Jones
0.12
β
Beta against Dow Jones0.91
σ
Overall volatility
0.65
Ir
Information ratio 0.13

Thompson Midcap Alerts and Suggestions

In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Thompson Midcap for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Thompson Midcap can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.
The fund maintains 99.81% of its assets in stocks

Thompson Midcap Fundamentals Growth

Thompson Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Thompson Midcap, and Thompson Midcap fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Thompson Mutual Fund performance.

About Thompson Midcap Performance

Evaluating Thompson Midcap's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Thompson Midcap has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Thompson Midcap has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
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. Its equity investments included within this 80 percent may include common stocks, American Depositary Receipts , and real estate investment trusts .

Things to note about Thompson Midcap performance evaluation

Checking the ongoing alerts about Thompson Midcap for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Thompson Midcap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
The fund maintains 99.81% of its assets in stocks
Evaluating Thompson Midcap's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Thompson Midcap's mutual fund performance include:
  • Analyzing Thompson Midcap's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
  • Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Thompson Midcap's stock is overvalued or undervalued compared to its peers.
  • Examining Thompson Midcap's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
  • Evaluating Thompson Midcap's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Thompson Midcap's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Thompson Midcap's mutual fund. These opinions can provide insight into Thompson Midcap's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Thompson Midcap's mutual fund performance is not an exact science, and many factors can impact Thompson Midcap's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

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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