Thompson bond fund.
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 ...
Investing in bonds requires much of the same research as CDs that mature on differing dates, which is why bond funds are chosen by many investors. Many bond funds have a myriad of benefits, including low risk and high yield. These guideline...Savings bonds come in two types, which are Series EE and Series I bonds. They are issued by the United States Department of the Treasury and provide government funding. The government awards interest in return.The fund is Fidelity's most conservative entrant in the intermediate-term bond category when it comes to both credit and interest-rate risk. Its duration is kept close to that of the Barclays U.S ...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 ...
Get the latest Thompson Bond Fund (THOPX) real-time quote, historical performance, charts, and other financial information to help you make more informed trading and investment decisions. 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 ...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.
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 ...
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.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: 1130Here 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 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.Discover historical prices for THOPX stock on Yahoo Finance. View daily, weekly or monthly format back to when Thompson Bond stock was issued.
Oct 31, 2023 · The fund may invest up to 10% of its total assets in bonds rated below investment grade. Dividends, if any, are distributed quarterly. Capital gains, if any, are distributed annually. THOPX ...
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.
Unfortunately, money doesn’t grow on trees. While some put their money in Certificate of Deposits (CD), savings accounts or other places where money slowly accrues, others choose to invest them in mutual funds.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 ederal 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 - $100,000RESOLUTIONS OF THE BOARD OF DIRECTORS OF THOMPSON PLUMB FUNDS, INC. The undersigned, Lesley T. Bailey, the duly elected Secretary of Thompson Plumb Funds, Inc., a Wisconsin corporation (such corporation, the “Fund Company”, each series thereof, the “Funds”, do hereby certify that the Board of Directors of the Fund Company met on …Thompson Bond Fund THOPX Fact Sheet 9/30/23. Please refer to the Fund’s Characteristics page for most current quarterly characteristic data.. Please refer to the Prospectus for more complete information including investment objectives, risks, charges and expenses of the investment company.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)If you’re diving into the world of investments, learn all you can about high-yield income funds. Choosing bond funds is not a difficult process, once you map out your goals and pinpoint your tolerance for risk. Above all, a diversified port...
Thompson Bond Fund (THOPX) Historical ETF Quotes - Nasdaq offers historical quotes & market activity data for US and global markets.Vanguard’s long-term bond fund, for example, rose 20% in price in 2008. Ten-year Treasury's sported yields of 4% at the start of 2008 and even one-year Treasury's were paying 3.3%. However, we ...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.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...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 ...
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.
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 …Overall, Thompson Bond Fund ( THOPX ) has a high Zacks Mutual Fund rank, and in conjunction with its comparatively strong performance, average downside …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.RESOLUTIONS OF THE BOARD OF DIRECTORS OF THOMPSON PLUMB FUNDS, INC. The undersigned, Lesley T. Bailey, the duly elected Secretary of Thompson Plumb Funds, Inc., a Wisconsin corporation (such corporation, the “Fund Company”, each series thereof, the “Funds”, do hereby certify that the Board of Directors of the Fund Company met on …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 …bond 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.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.
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...
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.
2022 ж. 27 ақп. ... Thompson Bond Fund (MUTF:THOPX) primarily invests in corporate bonds. Also, about 30% of its assets are currently in cash. The fund has returned ...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 53717The Thompson Bond Fund made its debut in February of 1992 and THOPX has managed to accumulate roughly $2.65 billion in assets, as of the most recently available information. The fund is currently ...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 ... January 2020 . URGENT . Re: Your investment in the Thompson Bond Fund . Dear Shareholder, We have attempted to contact you regarding an important matter pertaining to your investment in the Thompson Bond Fund.. Please contact us immediately at 800-574-5926 Monday through Friday between the hours of 9:00am to 10:00pm Eastern Time.. …FUND MANAGERS · Robert W. Thompson, CFA. Co-Manager · Heidi J. Lynch. Fixed Income Trader & Assistant Portfolio Manager · Brent S. Miller, CFA. Lead Manager.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. Mar 31, 2023 · For non-Vanguard funds, yield is defined as a fund's annualized current rate of investment income, calculated with a Securities and Exchange Commission formula that includes the fund's net income (based on the yield to maturity of each bond it holds), the average number of outstanding fund shares during the 30-day period reported by Morningstar, and the maximum offering price per share on the ... 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.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.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.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: 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.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 …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 ederal LSEG Lipper provides impartial fund performance data, including mutual, retirement and hedge funds, in a precise, granular fund classification system.Instagram:https://instagram. where can you buy shiba inu cryptocandlestick chart analysisutility company stocksbest stock research platforms 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.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. vis etflowest brokerage fees 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. zion oil and gas inc stock 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.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 ...Oct 31, 2023 · 0.72. 0.74. * 1 = Top 20%, 5 = Bottom 20%. THOPX: Thompson Bond Fund - Fund Performance Chart. Get the lastest Fund Performance for Thompson Bond Fund from Zacks Investment Research.