Thompson IM Mutual Funds List
Here you can find all mutual funds issued by Thompson IM and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 3
- Avg. Expense Ratio
- 0.95%
- Avg. 1 Year Return
- 25.36%
- Avg. 5 Year Return
- 8.70%
- Median Risk/Return Score
- 89 / 100
Thompson IM Mutual Funds List
3 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Thompson Bond Fund | Short-Term Bond | Feb 10, 1992 | 0.71% | 1.14% | 4.03% | 5.10% | 91 | ||||||||
| Thompson LargeCap Fund | Large Cap Value Equities | Feb 10, 1992 | 0.99% | 10.11% | 14.74% | 5.09% | 89 | ||||||||
| Thompson MidCap Fund | Mid Cap Blend Equities | Mar 31, 2008 | 1.15% | 12.56% | 11.31% | 8.43% | 70 |
Explore top Thompson IM Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Thompson IM Mutual funds by Risk/Return Score
The top Thompson IM Mutual funds by PortfoliosLab Risk/Return Score are THOPX (91) and THPGX (89).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Thompson Bond Fund | 91 | — | Feb 1992 | |
| Thompson LargeCap Fund | 89 | — | Feb 1992 | |
| Thompson MidCap Fund | 70 | — | Mar 2008 |
Best-Performing Thompson IM Mutual funds Over 5 Years
The top Thompson IM Mutual funds is THPGX (13.07%).
Across the lineup, Thompson IM Mutual funds show an average 1-year return of 25.36% and an average 5-year return of 8.70%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Thompson LargeCap Fund | 13.07% | — | Feb 1992 | |
| Thompson MidCap Fund | 8.97% | — | Mar 2008 | |
| Thompson Bond Fund | 4.05% | — | Feb 1992 |
Lowest-Cost Thompson IM Mutual funds
The top Thompson IM Mutual funds is THOPX (0.71%).
With an average expense ratio of 0.95%, Thompson IM Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Thompson Bond Fund | 0.71% | — | Feb 1992 | |
| Thompson LargeCap Fund | 0.99% | — | Feb 1992 | |
| Thompson MidCap Fund | 1.15% | — | Mar 2008 |
Highest-Yield Thompson IM Mutual funds
The top Thompson IM Mutual funds is THPMX (8.43%).
Across the lineup, Thompson IM Mutual funds show an average dividend yield of 6.21%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Thompson MidCap Fund | 8.43% | — | Mar 2008 | |
| Thompson Bond Fund | 5.10% | — | Feb 1992 | |
| Thompson LargeCap Fund | 5.09% | — | Feb 1992 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.