Thompson MidCap

Frequently Asked Questions About THPMX

What does THPMX invest in?

The fund generally allocates a minimum of 80% of its combined net assets and borrowed capital to a varied selection of equity investments in medium-sized companies. For inclusion, these companies must have a market capitalization at the time of purchase that aligns with the average 12-month capitalization range of the companies comprising the Russell Midcap Index. This core equity allocation can encompass common stocks, American Depositary Receipts (ADRs), and real estate investment trusts (REITs).

What is the expense ratio of THPMX?

Thompson MidCap (THPMX) charges an expense ratio of 1.15%. This is the annual fee deducted from fund assets to cover management and operations.

How big is THPMX?

Thompson MidCap (THPMX) manages $63.9M 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 THPMX actively managed or an index fund?

THPMX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was THPMX launched?

Thompson MidCap (THPMX) launched in April 2008 and is managed by the fund issuer.

How has THPMX performed?

THPMX'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.