Thompson 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 ...Thompson Bond Fund made its debut in February of 1992, and since then, THOPX has accumulated about $1.29 billion in assets, per the most up-to-date date available. The fund's current manager ...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. Overall, Thompson Bond Fund ( THOPX ) has a high Zacks Mutual Fund rank, and in conjunction with its comparatively strong performance, average downside …Discover historical prices for THOPX stock on Yahoo Finance. View daily, weekly or monthly format back to when Thompson Bond stock was issued.

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.

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.

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 …The legacy of famed writer Hunter S. Thompson is accompanied by bizarre tales, profound quirks — and some of the greatest literary material in history. Although he was a trailblazer, Thompson is remembered for much more than his revolutiona...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.0001206774-23-000821.txt : 20230727 0001206774-23-000821.hdr.sgml : 20230727 20230727091148 ACCESSION NUMBER: 0001206774-23-000821 CONFORMED SUBMISSION TYPE: N-CSRS PUBLIC DOCUMEN

Thompson Bond Fund seeks a higher level of current income while preserving capital by investing in a diversified portfolio of bonds, including corporate bonds of domestic issuers and of foreign ...

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 ...

Mar 21, 2022 · 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 ... 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 ... 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 ...Thompson Bond Fund Portfolio Managers. James is a portfolio manager of the Thompson Bond Fund. He is the Chief Investment Officer, Principal, and a Portfolio Manager at Thompson Investment Management, Inc. (“TIM”). Previously, James was a Managing Director for Nakoma Capital Management in Madison, Wisconsin. James graduated …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 ...Evan Thompson is an education and careers writer with The Best Schools. He was previously a journalist with bylines in the Seattle Times, Tacoma News Tribune, and Everett Herald. His beats have included education, sports, business, outdoors...Thompson Bond Fund: thopx : Status: Name: Ticker Symbol: CIK 0000795264 : Series S000021538 : Thompson MidCap Fund: Class/Contract C000061640 : Thompson MidCap Fund: thpmx: ... THOMPSON IM FUNDS INC (Filer) CIK: 0000795264 (see all company filings) IRS No.: 000000000 | Fiscal Year End: 1130

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 Fund seeks a higher level of current income while preserving capital by investing in a diversified portfolio of bonds, including corporate bonds of domestic issuers and of foreign ... Total net assets. 1.24bn USD. As of Oct 31 2023. Share class size. 1.24bn USD. As of Oct 31 2023. Net expense ratio. 0.73%. Front end load.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...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.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 ... 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 investment)

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...

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 …Apr 13, 2023 · 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 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.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 ... 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, 2022The 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 …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 investment)On February 23, 2023, Thompson IM Funds, Inc. (the “Company”) held a special meeting of shareholders of the Thompson LargeCap Fund, Thompson MidCap Fund, and Thompson Bond Fund (the “Funds”) to elect five nominees to the Board of Directors of the Company (the “Board”): Mr. George E. Austin, Ms. Cornelia Boyle, Ms. Joyce Minor, Mr ...2011 ж. 22 мау. ... Kelsoe Jr., and comptroller Joseph Thompson Weller were accused in an ... funds' current valuations of the relevant bonds. According to the ...

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 53717

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 ...

An individual retirement account (IRA) is an investment vehicle you can use to designate funds for retirement. Types of IRAs include Roth IRAs, SIMPLE IRAs, traditional IRAs and SEP IRAs. You can choose to put your money into a range of fin...Fortunately, the back-end load declines gradually while you hold the fund, and eventually the load goes all the way down to zero. However, one drawback of B share funds is that they usually have something called a "12b-1 fee," which increases the expenses of the fund. 12b-1 fees are paid out of mutual fund or ETF assets to cover the …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.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. Overall, Thompson Bond Fund ( THOPX ) has a high Zacks Mutual Fund rank, and in conjunction with its comparatively strong performance, average downside …Here are the best Short-Term Bond funds. DFA Short-Duration Real Return Port. Diamond Hill Short Dur Securitized Bd. DoubleLine Low Duration Bond Fund. Weitz Short Duration Income Fund. Victory ...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, …Metropolitan West High Yield Bond Fund - Class I. 1,638,746 157,544Trusted Venture Fund Services. Thompson Taraz are leaders in EIS Fund ... bond finance structures. People2. Our services can include any combination of ...

Tenure. Tenure Rank. Feb 02, 2009. 13.33. 13.3%. James T. Evans, CFA, is Chief Investment Officer, Principal and a Portfolio Manager at Thompson Investment Management, Inc. Prior to joining Thompson Investment Management in March, 2005, he was a Managing Director for Nakoma Capital Management in Madison, Wisconsin for five years. 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 (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 …MF Bond Report for THOPX . We use cookies to understand how you use our site and to improve your experience.Instagram:https://instagram. free stock screenersaffordable dental plans in georgiawhy are oil prices droppinghain celestial group Thompson Bond Fund (THOPX) Historical ETF Quotes - Nasdaq offers historical quotes & market activity data for US and global markets. humana dental ppo reviewsvanguard long term tax exempt admiral Ben is a solicitor based in Newcastle. Currently sitting in the Construction and Engineering team, Ben assists on a variety of transactional and contentious ... cheap desk for pc 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 ...Here 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 ...