Thompson bond fund.
The fund is ranked based on total return. Each fund is ranked within a universe of funds with similar investment objectives. Rankings include the reinvestment of dividends and capital gains but exclude the effect of a fund's sales load, if applicable. Lipper Inc. is a nationally recognized organization that ranks the performance of mutual funds.
Although the makeup of the Bond Fund’s portfolio is constantly changing, as of September 30, 2023, 55.91% of the Fund’s portfolio was invested in corporate bonds. Due to prevailing market conditions, the percentage of corporate bonds held in the Fund’s portfolio over the past 5 years has generally equaled or exceeded the percentage of ...This Example is intended to help you compare the cost of investing in the Fund with the cost of investing in other mutual funds. The Example assumes that you invest $10,000 in theHere are the top 10 bond funds with highest exposure of their market value tied up in Puerto Rican debt: Franklin Double Tax-Free Income Fund (FPRTX): 47.23% Oppenheimer Rochester Maryland ...Thompson Bond Fund: Thompson Bond Fund: Investment Objective: The Thompson Bond Fund (the “Bond Fund”) seeks a higher level of current income while preserving capital. Fees and Expenses of the Bond Fund: This table describes the fees and expenses that you may pay if you buy and hold shares of the Bond Fund.
An SMA is a separately managed account, defined by the SEC as an advisory account that is not a pooled investment vehicle, like a mutual fund. Pooled or commingled funds combine the assets of multiple investors into a single vehicle, which the investors own a share of. With SMAs, the investor directly owns the securities (like stocks or bonds ...
While bond funds can play a role in a well-balanced investment portfolio, these funds have their risks as well. Before you invest any money in a bond fund, it is important to first understand the potential disadvantages of those investments...
Tax statements for the Thompson IM Funds are not available online. Taxable fund distributions are reported on Form 1099-DIV. Form 1099-DIVs will be mailed by mid-February. There will be tax information available to be viewed in online accounts around this time. You will not receive a Form 1099-DIV if your distributions are less than $10.2013. $0.42. $0.03. Advertisement. View the latest Thompson Bond Fund (THOPX) stock price, news, historical charts, analyst ratings and financial information from WSJ. Thompson Bond Fund (THOPX) , down -1.12%; AlphaCentric Income Opportunities Fund (IOFCX), down -1.49%; Foreign Equity Strategies. Among foreign equity strategies, Swedish and Swiss equities came out as the top performing strategies, while emerging market strategies including those focused on China lost.The Thompson Bond Fund (the “Bond Fund”) seeks a higher level of current income while preserving capital. Fees and Expenses of the Bond Fund This table describes the fees and expenses that you may pay if you buy and hold shares of the Bond Fund.
Tax statements for the Thompson IM Funds are not available online. Taxable fund distributions are reported on Form 1099-DIV. Form 1099-DIVs will be mailed by mid-February. There will be tax information available to be viewed in online accounts around this time. You will not receive a Form 1099-DIV if your distributions are less than $10.
On April 26, 2022, the market value of the investments contained in the Thompson Seward Bond Fund, a mutual fund, was $18,600,000. Liabilities for the fund were $2,232,000.If the fund had 1,410,000 shares outstanding, calculate the net asset value per share. Round your answer to the nearest cent.
Thompson Bond Fund: Class/Contract C000006582 : Thompson Bond Fund: thopx : Status: Name: Ticker Symbol: CIK 0000795264 : Series S000021538 : Thompson MidCap Fund: Class/Contract C000061640 : Thompson MidCap Fund: thpmx: Mailing Address 918 DEMING WAY 3RD FLOOR MADISON WI 53717Since Thompson Bond Fund made its debut in February of 1992, THOPX has garnered more than $1.56 billion in assets. The fund's current manager, Jason Stephens, has been in charge of the fund since ...FRGXX - Fidelity® Inv MM Fds Government Instl - Review the FRGXX stock price, growth, performance, sustainability and more to help you make the best investments.MF Bond Report for THOPX. Options: Highest Open Interest. Options: Highest Implied VolatilityExchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. The top 10% of funds in each category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% rec eive 2 stars and the bottom 10% receive 1 star. (Each share class is counted as aMorningstar provides fund information, ratings, and analysis for the Thompson Bond Fund (THOPX), a short-term bond fund that invests in U.S. corporate and municipal bonds. See the fund's holdings, portfolio, process, people, and parent organization, as well as its Morningstar Medalist rating and fees.3 Income Funds to Avoid in 2023. Invesco Variable Rate Investment Grade ETF VRIG. Thompson Bond THOPX. Federated Hermes Muni and Stock Advantage FMUIX. Investors in bond funds want very little ...
Feb 27, 2022 · Thompson Bond Fund (MUTF:THOPX) primarily invests in corporate bonds. Also, about 30% of its assets are currently in cash. The fund has returned almost 1% in the last six months and over 3% in the ... 9.58%. See risk data for Thompson Bond Fund (THOPX). Research information including volatility and modern portfolio theory statistics (beta, r-squared, etc) for Thompson Bond Fund.3 Income Funds to Avoid in 2023. Invesco Variable Rate Investment Grade ETF VRIG. Thompson Bond THOPX. Federated Hermes Muni and Stock Advantage FMUIX. Investors in bond funds want very little ...Thompson Plumb Bond Fund (Prospectus Summary) | Thompson Plumb Bond Fund: Thompson Plumb Bond Fund: Investment Objective. The Bond Fund seeks a high level of current income while preserving capital. Fees and Expenses of the Bond Fund. This table describes the fees and expenses that you may pay if you buy and hold shares of the Bond Fund.Thompson Bond Fund (Prospectus Summary) | Thompson Bond Fund | Thompson Bond Fund: Risk Return [Abstract] rr_RiskReturnAbstract: Trading Symbol: dei_TradingSymbol: THOPX: Thompson MidCap Fund (Prospectus Summary) | Thompson MidCap Fund | Thompson MidCap Fund: Risk Return [Abstract] …0.01719. -. -. Shareholders should consult their tax advisors and/or call your state’s tax inquiry center to determine how this information may apply to your particular tax situation. The Thompson IM Funds are distributed by Quasar Distributors, LLC. The performance data shown in tables and graphs on this page is calculated in USD of the fund/index/average (as applicable), on a Bid To Bid / Nav to Nav basis, …
As a beginner investor, you might have heard that bonds are a great investment but have no idea how to invest in them. This guide shows you all the information you need to know before buying a single dollar’s worth of bonds, as well as how ...2013. $0.42. $0.03. Advertisement. View the latest Thompson Bond Fund (THOPX) stock price, news, historical charts, analyst ratings and financial information from WSJ.
Registration No. 33-6418 . 1940 Act File No. 811-4946 . Filed Pursuant to Rule 497(e) THOMPSON IM FUNDS, INC. LARGECAP FUND. MIDCAP FUND. BOND FUND . Supplement Dated January 22, 2016 to Prospectus Dated March 31, 20150001206774-23-000821.txt : 20230727 0001206774-23-000821.hdr.sgml : 20230727 20230727091148 ACCESSION NUMBER: 0001206774-23-000821 CONFORMED SUBMISSION TYPE: N-CSRS PUBLIC DOCUMENJul 7, 2018 · Thompson Bond (MUTF:THOPX), an investment-grade fund with a duration of 1.1 years and a 3.4% yield. Semper Short Duration (MUTF: SEMRX ), an ultrashort fund, yields 2% and has returned 1.1% this year. Investment by the Fund in lower-rated and non-rated securities presents a greater risk of loss to principal and interest than higher-rated securities. Results include the reinvestment of all dividends and capital gains distributions. The Thompson IM Funds are distributed by Quasar Distributors, LLC.The Thompson Bond Fund was rated against the following numbers of U.S.-domiciled Short-term Bond funds over the following time periods: 523 funds in the last three years, 482 funds in the last five years, and 348 funds in the last ten years for the period ending 9/30/23. With respect to these Short-term Bond funds, Thompson Bond Fund receivedThompson Bond FundTHOPXHoldings. Fund holdings are subject to change and are not recommendations to buy or sell any securities. The Thompson IM Funds are distributed by Quasar Distributors, LLC.From meme stocks, options, bonds and mutual funds to investment certificates, precious metals and good old cash, there are innumerable investment opportunities you can take advantage of to start or continue building your personal wealth.
About us. We manage £11.4 billion* for our clients, we are one of the UK’s leading fund managers. Rathbone Unit Trust Management (Rathbone Funds) is a leading UK fund manager. We are a management house, offering equity and bond unit trusts and a multi-asset portfolios to meet your capital growth and income requirements.
When it comes to investing, most investors focus on stocks but know little about bonds and bond funds. These alternatives to bond funds are attractive because they sometimes offer very high returns.
The Thompson Bond Fund was rated against the following numbers of U.S.-domiciled Short-term Bond funds over the following time periods: 523 funds in the last three years, 482 funds in the last five years, and 348 funds in the last ten years for the period ending 9/30/23. With respect to these Short-term Bond funds, Thompson Bond Fund received Thompson Bond Fund (Prospectus Summary) | Thompson Bond Fund | Thompson Bond Fund THOPX Thompson LargeCap Fund Investment Objective The LargeCap Fund seeks a high level of long-term capital appreciation. Fees and Expenses of the LargeCap Fund This table describes the fees and expenses that you may pay if you buy and hold …See, for example, Frank Hespeler and Felix Suntheim, “The Behavior of Fixed-Income Funds During COVID-19 Market Turmoil,” Global Financial Stability Notes, International Monetary Fund, December 2020, arguing that “results thus point to an increased inclination of investors to redeem their [bond mutual fund] shares when …THOPX - Thompson Bond - Review the THOPX stock price, growth, performance, sustainability and more to help you make the best investments.Investment by the Fund in lower-rated and non-rated securities presents a greater risk of loss to principal and interest than higher-rated securities. Results include the reinvestment of all dividends and capital gains distributions. The Thompson IM Funds are distributed by Quasar Distributors, LLC. FUND® THPGX MIDCAP FUND® THPMX BOND FUND® THOPX THOMPSON IM FUNDS, INC. PROSPECTUS MARCH 31, 2023 Th Securitie n Exchang ommissio a o pprove sapprove hese securitie etermine hi Prospectu ruthf omplete. Anyon ho tell o therwis ommittin rime. Mone o ves h und ot eposi ank. Yo vestmen o sure uarantee h ederal0001144204-14-020740.txt : 20140404 0001144204-14-020740.hdr.sgml : 20140404 20140404122149 accession number: 0001144204-14-020740 conformed submission type: 497j public document count: 2 filed as of date: 20140404 date as of change: 20140404 effectiveness date: 20140404 filer: company data: company conformed name: thompson …Invests primarily in high-quality (investment-grade) corporate bonds. Maintains a dollar-weighted average maturity of 1 to 5 years. Fund management.
Investment by the Fund in lower-rated and non-rated securities presents a greater risk of loss to principal and interest than higher-rated securities. Results include the reinvestment of all dividends and capital gains distributions. The Thompson IM Funds are distributed by Quasar Distributors, LLC.Thompson Bond Fund . Investment Objective . The Thompson Bond Fund (the “Bond Fund”) seeks a higher level of current income while preserving capital. Fees and Expenses of the Bond Fund . This table describes the fees and expenses that you may pay if you buy and hold shares of the Bond Fund. Shareholder Fees (fees paid directly from your ...Thompson LargeCap Fund (Prospectus Summary) | Thompson LargeCap Fund | Thompson LargeCap FundInstagram:https://instagram. broker future tradinglumico medicare supplement reviewsstock with high dividendswhen does ww3 start THOPX carries a Zacks Mutual Fund Rank of 1 (Strong Buy), which is based on various forecasting factors like size, cost, and past performance. Thompson is responsible for THOPX, and the company is ...Thompson is based in Madison, WI, and is the manager of THOPX. Thompson Bond Fund debuted in February of 1992. Since then, THOPX has accumulated assets of about $2.36 billion, according to the ... etfs with amazonsetting up a trust account for real estate Registration No. 033-06418 1940 Act File No. 811-4946 Rule 497(e) THOMPSON PLUMB FUNDS, INC. GROWTH FUND MIDCAP FUND BOND FUND _____ Supplement Dated July 25, 2012 to when to buy bonds Thompson Bond Fund: Class/Contract C000006582 : Thompson Bond Fund: thopx : Status: Name: Ticker Symbol: CIK 0000795264 : Series S000021538 : Thompson MidCap Fund: Class/Contract C000061640 : Thompson MidCap Fund: thpmx: Mailing Address 918 DEMING WAY 3RD FLOOR MADISON WI 53717In Brief. We believe prospects for the municipal bond market have brightened at mid-2023, aided by investor expectations of a pause in interest-rate hikes from the U.S. Federal Reserve; however, inflation remains a concern. Higher starting yields on municipal securities have made the asset class more attractive to investors seeking tax-free income.