- What does THPGX invest in?
- This fund typically allocates a minimum of 80% of its total capital, which includes its net assets and any borrowed investment funds, to a diverse collection of equity securities from large-capitalization companies. To qualify, these companies must, at the time of purchase, have a market value within the range of those included in the S&P 500 Index. The equity holdings within this 80% allocation may consist of common stocks, American Depositary Receipts (ADRs), and real estate investment trusts (REITs).
- What is the expense ratio of THPGX?
- Thompson LargeCap (THPGX) charges an expense ratio of 0.99%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is THPGX?
- Thompson LargeCap (THPGX) manages $217.9M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is THPGX actively managed or an index fund?
- THPGX is a passive index fund — it tracks a published benchmark by holding the constituents in their published weights. Index funds typically charge low expense ratios (THPGX's is 0.99%) because there's no security selection cost.
- When was THPGX launched?
- Thompson LargeCap (THPGX) launched in February 1992 and is managed by the fund issuer.
- How has THPGX performed?
- THPGX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
