Thompson bond fund.

Thompson Bond Fund [BA] $15,001 - $50,000 Tax-Deferred Vanguard Charlotte Total Intl BD [EF] $15,001 - $50,000 Tax-Deferred Vanguard Instl Target Retirement [MF] $50,001 - $100,000bond fund Supplement Dated May 7, 2021 to Statement of Additional Information Dated March 31, 2021 Effective May 5, 2021, Sarah M. Baumgartner has resigned from her positions as Vice President and Assistant Secretary of Thompson IM Funds, Inc.Fidelity Tax-Free Bond has found its stride. As of November 13, 2023, the fund has assets totaling almost $2.79 billion invested in 1,146 different holdings. Its portfolio consists of municipal ...Overview Interactive Chart Performance Holdings Costs & Fees Risk Fund Performance The fund has returned 3.05 percent over the past year, 1.34 percent over the past three years, 0.77 percent...

As of September 30, 2023, the standardized performance for the Bloomberg U.S. Credit 1-5 Year Index is as follows: 1-Year 3.72% 5-Year 1.60% and 10-Year 1.67%. The Bloomberg U.S. Credit 1-5 Year Index is a market value weighted performance benchmark which includes virtually every major investment-grade rated corporate bond with 1-5 years ...Mar 20, 2023 · Since 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 ... THOPX Price - See what it cost to invest in the Thompson Bond fund and uncover hidden expenses to decide if this is the best investment for you.

Mar 21, 2022 · Thompson Bond Fund debuted in February of 1992. Since then, THOPX has accumulated assets of about $2.36 billion, according to the most recently available information. The fund is currently managed ...

Thompson Bond Fund debuted in February of 1992. Since then, THOPX has accumulated assets of about $2.36 billion, according to the most recently available information.However the inherent risks of imminent interest rate rise led me to also liquidate most of my bond funds( except for the 5 star Thompson Bond Fund). I allocated those funds to the Dividend ...Thompson Bond Fund debuted in February of 1992. Since then, THOPX has accumulated assets of about $2.36 billion, according to the most recently available information.3.38%. THOPX. 9.70. -0.01. 3.99%. *as of November 24, 2023. Please click the ticker symbols in the chart above for standardized performance. Performance data quoted represents past performance: past performance does not guarantee future results. The investment returns and principal value of an investment will fluctuate so that an investor's ...

Thompson Bond THOPX Morningstar Medalist Rating | Medalist Rating as of Oct 31, 2023 | See Thompson IM Investment Hub Quote Chart Fund Analysis …

Thompson Bond (THOPX) is an actively managed Taxable Bond Short-Term Bond fund. Thompson IM launched the fund in 1992. The investment seeks a higher level of current income while preserving capital. The fund normally invests at least 80% of its net assets plus any borrowing for investment purposes in a diversified portfolio of bonds, including ...

James T. Evans and Jason L. Stephens serve as Co-Portfolio Managers for the Bond Fund. Mr. Evans and Mr. Stephens have been actively involved in the management of the Bond Fund since February of 2009 . If you have any questions, please contact Shareholder Services at 800.999.0887. Please refer to the Prospectus for more complete information ...Analyze the risk of the Thompson Bond fund and see how it stands up against market volatility to ensure it is the right investment for you.Costs & Fees Risk SEE FULL INTERACTIVE CHART About THOPX Just like with law and sausages, with Thompson Bond, the final outcome is a lot easier to look at than the …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, …Exchange-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 a

Our independent research, ratings, and tools are helping people across the investing ecosystem write their own financial futures.Sierra Tactical All Asset Fund: PORTFOLIO OF INVESTMENTS (Unaudited) June 30, 2018: Shares : Value : EXCHANGE TRADED FUNDS - 6.0% : GOVERNMENT - 3.0%Servicing. Home > funds > Thompson Bond Fund Yield. ADDITIONAL PORTFOLIO CHARACTERISTICS - AS OF 10/31/2023. 30-Day SEC Yield. 6.80%. SEC Yield is a standardized yield computed by dividing the net investment income per share earned during the 30-day period prior to month-end and was created to allow for fairer comparisons among bond funds. Thompson Bond THOPX Morningstar Medalist Rating | Medalist Rating as of Oct 31, 2023 | See Thompson IM Investment Hub Quote Chart Fund Analysis …2022 Tax Letter 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 …For Terms and Definitions, please click here.. 2023 Commentaries September 30, 2023 June 30, 2023 March 31, 2023. 2022 Commentaries December 31, 2022 September 30, 2022 June 30, 2022

Overall, Thompson Bond Fund ( THOPX ) has a high Zacks Mutual Fund rank, and in conjunction with its comparatively strong performance, average downside …Jul 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.

Servicing. Home > funds > Thompson Bond Fund Yield. ADDITIONAL PORTFOLIO CHARACTERISTICS - AS OF 10/31/2023. 30-Day SEC Yield. 6.80%. SEC Yield is a standardized yield computed by dividing the net investment income per share earned during the 30-day period prior to month-end and was created to allow for fairer comparisons among bond funds.Our independent research, ratings, and tools are helping people across the investing ecosystem write their own financial futures.Oct 31, 2023 · THOPX Performance - Review the performance history of the Thompson Bond fund to see it's current status, yearly returns, and dividend history. 0001206774-23-000821.txt : 20230727 0001206774-23-000821.hdr.sgml : 20230727 20230727091148 ACCESSION NUMBER: 0001206774-23-000821 CONFORMED SUBMISSION TYPE: N-CSRS PUBLIC DOCUMEN2014 ж. 10 шіл. ... Thompson Asset Management (TAM) is a small investment advisory and asset management firm in Jacksonville, Florida, with about $100 million ...High yield bond funds performed comparably to the IWM ETF. Of the five funds ... Thompson, S. and M. Waller (1988) “Determinants of Liquidity Costs in ...After a rough stretch in 2007 and 2008, the firm revamped its risk management policies and, under fixed-income CIO Christine Thompson, has continued to refine the tools used to measure and assess ...This is to confirm the commitment of Thompson Investment Management, Inc., as investment adviser to the Thompson Bond Fund, to waive fees and/or reimburse expenses from March 31, 2022 through March 31, 2023 so that the annual operating expenses of the Bond Fund do not exceed 0.80% of average daily net assets.Analyze the Fund Thompson Bond Fund having Symbol THOPX for type mutual-funds and perform research on other mutual funds. Learn more about mutual funds at …

The funded debt to EBITDA ratio is calculated by looking at the funded debt and dividing it by the earnings before interest, taxes, depreciation and amortization. Funded debt is long-term debt financed debt, such as bonds, that comes due in...

MF Bond Report for THOPX . We use cookies to understand how you use our site and to improve your experience.

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.Home > funds > Thompson Bond Fund Investment Strategy. The Bond Fund normally invests at least 80% of its net assets plus any borrowing for investment purposes in a diversified portfolio of bonds, including corporate bonds of domestic issuers and of foreign issuers payable in U.S. dollars, short-term debt instruments, mortgage- and asset-backed ... The Growth Fund of America Class A Shares. $59.26 -0.10 -0.17%. TRBCX. T. Rowe Price Blue Chip Growth Fund, Inc. $135.87 UNCH. Returns quoted represent past performance which is no guarantee of ...13.43%. Mid-Cap Blend. See holdings data for Thompson Bond Fund (THOPX). Research information including asset allocation, sector weightings and top holdings for Thompson Bond Fund. 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 IM Funds Inc - Thompson Bond Fund Other (THOPX) Fund THOPX Price as of: NOV 28, 05:00 PM EST $9.73 + $0.01 + 0.10% Primary Theme U.S. Short-Term …Home > funds > Thompson LargeCap Fund Investment Strategy. The LargeCap Fund normally invests at least 80% of its net assets plus any borrowing for investment purposes in a diversified portfolio of equity securities of large-capitalization companies that at the time of purchase fall within the capitalization ranges of companies in the S&P 500 ... Thompson Bond Fund (Prospectus Summary) | Thompson Bond Fund | Thompson Bond Fund: Risk/Return: rr_RiskReturnAbstract: Trading Symbol: dei_TradingSymbol: THOPXInvestment 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. This is for persons in the US only. Analyze the Fund Thompson Bond Fund having Symbol THOPX for type mutual-funds and perform research on other mutual funds. Learn more about mutual funds at fidelity.com.

The Bond Fund invests in a diversified portfolio of bonds, including corporate, government, mortgage-backed and U.S. Treasury securities, with a focus on investment grade and junk bonds. Learn about the fund's investment strategy, portfolio concentration, asset allocation, largest holdings and management team.Thompson Bond THOPX also suffered from taking on more credit risk last year. The $2.1 billion fund fell 7.3%. “Though managers are not making interest-rate bets and typically keep interest-rate ...Since 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 ...Instagram:https://instagram. pennie vision insurancedocusign stock forecastis humana a good medicare advantage planbest individual stocks to buy Oct 31, 2023 · Morningstar 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. 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. ahro stockweed stocks news 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 53717 on running stocks 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 ... A high-level overview of Thompson Bond Fund No Load (THOPX) stock. Stay up to date on the latest stock price, chart, news, analysis, fundamentals, trading and investment tools.Thompson Bond Fund made its debut in February of 1992, and since then, THOPX has accumulated about $2.23 billion in assets, per the most up-to-date date available. The fund is currently managed by ...