Thompson bond fund.

0001206774-21-002039.txt : 20210806 0001206774-21-002039.hdr.sgml : 20210806 20210806130847 ACCESSION NUMBER: 0001206774-21-002039 CONFORMED SUBMISSION TYPE: N-CSRS PUBLIC DOCUMENAlthough 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 ...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 ... 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 …Ben is a solicitor based in Newcastle. Currently sitting in the Construction and Engineering team, Ben assists on a variety of transactional and contentious ...

0.04%. Utah. 0.05%. Yearly Tax Letter. 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 situation. The Thompson IM Funds are distributed by Quasar Distributors, LLC.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... 1.41%. 0.81%. 2.12%. Bond Fund Expense Ratios as of March 31, 2023. Gross of fee waivers or reimbursements. 0.73%. Investment performance reflects fee waivers in effect. In the absence of such waivers, the returns would be reduced. Performance data quoted represents past performance; past performance does not guarantee future results.

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

Fund Names: Thompson Bond Fund: Thompson LargeCap Fund: Thompson MidCap Fund . Meeting Date: January 30, 2020. Greeting: Hello Mr./Ms. <shareholder’s last name>, I am <caller’s name & title> calling from Thompson IM Funds and I’m reaching out to see if you have received the proxy information that was sent out on December 17 th concerning ...Feb 22, 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 ... The de minimis “threshold” for this bond is computed by multiplying the face value of the bond by 0.25% (.0025) times the number of years to maturity. For this particular bond, the de minimis threshold is calculated using the following equation: $1,000 (face value of the bond) x .0025 x 10 (years to maturity) = $25 (de minimis threshold)When interest rates are falling, or holding at stable, then that is the best time to buy bond funds. Conventional wisdom states that bonds and bond funds should be avoided during periods of rising interest rates. The reason is straightforwa...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 ...

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 ...

Nov 30, 2023 · 1-Strong Buy 1. View All Zacks Mutual Fund Rank #1's. Zacks Mutual Funds Categories » Inv Grade Bond-Short. Loading Data…. THOPX: Thompson Bond Fund - Fund Holdings. Get the lastest Fund ...

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: 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. 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 ...The Fund Sentiment Score (fka Ownership Accumulation Score) finds the stocks that are being most bought by funds. It is the result of a sophisticated, multi-factor quantitative model that identifies companies with the highest levels of institutional accumulation. ... THOPX - Thompson Bond Fund: 468-1.27: Fintel data has been cited in the ...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...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 process it takes to get...Our independent research, ratings, and tools are helping people across the investing ecosystem write their own financial futures.

Thompson MidCap Fund. Investment Strategy; Performance; Distribution History; Tax Information; Characteristics; Fact Sheets; Holdings; Quarterly Commentary; View Your Account; How to Invest; Portfolio Managers; Thompson Bond Fund. Investment Strategy; Performance; Distribution History; Tax Information; Characteristics; Fact Sheets; Holdings ...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 ...MF Bond Report for THOPX . We use cookies to understand how you use our site and to improve your experience.Our independent research, ratings, and tools are helping people across the investing ecosystem write their own financial futures.Tarwheel. March 2020. THOPX has had excellent long term returns and typically has low volatility. However, during periods when high yield bonds suffer, it can also drop much more than many short term bond funds. This also happened in 2016, but it …THOPX | A complete Thompson Bond Fund mutual fund overview by MarketWatch. View mutual fund news, mutual fund market and mutual fund interest rates.

MF Bond Report for THOPX . We use cookies to understand how you use our site and to improve your experience.Expense Ratio 0.560%. Distribution Fee Level Above Average. Share Class Type No Load. Category Muni Single State Long. Credit Quality / Interest Rate Sensitivity —. Min. Initial Investment 2,500 ...

2023 ж. 28 мау. ... Foresight Group portfolio company Imagen Ltd signs definitive agreement to be acquired by Thompson Reuters ... Italian Green Bond Fund · JLEN ...Thompson Bond Fund - $221.78; Gabelli Equity Trust (GABPRG) - $68.75; Dividend Increases. AT&T – increased quarterly payout 2% to $0.51 from $0.50;Mutual Fund Tax Information for 2012. Mutual fund shareholders and managed account holders are required by law to pay taxes on distributions, regardless of whether distributions are paid out in cash or reinvested in additional shares. (This does not apply to mutual funds held in tax-advantaged accounts such as Individual Retirement Accounts ...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 …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.Since Thompson Bond Fund made its debut in February of 1992, THOPX has garnered more than $3.92 billion in assets. The fund's current manager, Jason L. Stephens, has been in charge of the fund ...Long-Term Bond. # 1. Spirit of America Income Fd SOAIX. # 2. T. Rowe Price Instl Lng Dur Crdt Fund RPLCX. # 3. Vanguard Long Term Investment Grade Fund VWESX. SEE THE FULL RANKINGS LIST.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 - $100,000

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.

Nov 30, 2023 · 1-Strong Buy 1. View All Zacks Mutual Fund Rank #1's. Zacks Mutual Funds Categories » Inv Grade Bond-Short. Loading Data…. THOPX: Thompson Bond Fund - Fund Holdings. Get the lastest Fund ...

Despite that, the fund held up relatively well in 2013's tumultuous bond markets, aided by its focus on higher-credit-quality bonds. It continued its solid run in 2014 and 2015.Here, a top option is Kip 25 member Fidelity Total Bond ( FTBFX), yielding 2.9%. Although U.S. Treasuries and investment-grade corporate bonds are the fund's primary holdings, Total Bond can also ...Overall, Thompson Bond Fund ( THOPX ) has a high Zacks Mutual Fund rank, and in conjunction with its comparatively strong performance, average downside …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 …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 theSince 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 ...Overall, Thompson Bond Fund ( THOPX ) has a high Zacks Mutual Fund rank, and in conjunction with its comparatively strong performance, average downside …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 1255 FOURIER DRIVE SUITE 200 MADISON WI 53717FTSE Goldman Sachs US Investment-Grade Corporate Bond 1-5 Years Index. iBoxx MSCI ESG Advanced Liquid Investment Grade Index. iBoxx USD Liquid Investment Grade Index. ICE BofA US Corporate. ICE BofA US Corporate (1-5 Y) ICE BofA US Corporate (5-10 Y) ICE BofAML10+ Year US Corporate Index.

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable THOPX’s performance objective and investment process is for both security selection and portfolio construction.Mar 7, 2019 · Thompson IM Funds: 3: Thompson Bond Fund: THOPX: Short-Intermediate Investment-Grade Debt Funds: Thompson IM Funds: 5: Thrivent Mid Cap Stock Fund, S: TMSIX: Mid-Cap Core Funds: Thrivent Mutual ... 0001144204-14-020740.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 …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 ...Instagram:https://instagram. trading vpsgraphite stockshas anyone made money on startenginenysearca fxi The bank must borrow those funds from the Federal Reserve. In other words, the Federal Reserve makes sure that our money is available should we want to withdraw it (a novel idea in many countries around the world). ... (TLT), iShares Ultra Short-Term Bond ETF (ICHS), and Thompson Bond Fund (THOPX), and selling iShares Core US …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, … price of lucid stockcapitalize rollover THOMPSON LARGECAP FUND ® THOMPSON MIDCAP FUND ® THOMPSON BOND FUND ® (EACH A FUND,” AND COLLECTIVELY, THE “FUNDS”) Dear Shareholder: A special meeting of the shareholders of the Funds of Thompson IM Funds, Inc. (“Thompson IM” or the “Company”), will be held at the offices of Quarles & Brady LLP, … princess cruises stock 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 ...Mutual Fund Tax Information for 2012. Mutual fund shareholders and managed account holders are required by law to pay taxes on distributions, regardless of whether distributions are paid out in cash or reinvested in additional shares. (This does not apply to mutual funds held in tax-advantaged accounts such as Individual Retirement Accounts ...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 ...