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Fund Intelligence | Best Managers | THPMX Insights | THPMX Score | THPMX Performance | THPMX Manager | THPMX News | THPMX Allocation | THPMX Holdings Change

Thompson Plumb MidCap Fund (THPMX)

Fund performance review and position details on Thompson Plumb MidCap Fund (THPMX)

    Last Trade: $10.65 on 3/19/2010, Change: -0.08 (-0.75%)
Experiment our closing price forecasting tool for Thompson Plumb MidCap Fund (THPMX) (alpha release)

  

Thompson Plumb MidCap Fund (THPMX) Fund Statistics (February 28, 2010)

Category: Mid-Cap Blend
Net Asset: $11.45M
Yield: 0.04%
Year-to-Date Return: 2.87%
Morningstar rating: 0

Thompson Plumb MidCap Fund (THPMX) Cost

Initial Investment: $2,500
Total Expense Ratio (Mid-Cap Blend average): 1.30% (1.38%)
Max Front End Sales Load: %
Max Back End Sales Load: %
Annual Holdings Turnover: 61.00%

Thompson Plumb MidCap Fund (THPMX) Performance

1-month Performance (Mid-Cap Blend category average): 5.47% (4.50%)
3-month Performance (Mid-Cap Blend category average): 7.35% (6.28%)
1 Year Performance (Mid-Cap Blend category average): 85.99% (65.14 %)
3 Year Performance (Mid-Cap Blend category average): 0% (-5.22 %)
5 Year Performance (Mid-Cap Blend category average): 0% (1.65 %)
Best 3 year performance: 0
Worst 3 year performance: 0
Number of Years of positive return: 1 years
Number of Years of negative return: 0 years
3 year Alpha (Mid-Cap Blend category average): 0 (2.24)
3 year Beta (Mid-Cap Blend category average): 0 (1.14)
3 year Sharpe Ratio: 0
3 year Treynor: 0

  

Most Recent Top 10 Stock Holdings in Thompson Plumb MidCap Fund (THPMX) as of 31-Dec-09

[See Stock Holding Change Map]

StockWeightingPrice change (15 mins delay)
Weatherford International, Ltd 2.02%-5.36%
2.02%0.00%
JDS Uniphase Corporation2.01%-2.75%
Investment Technology Group, In2.01%0.39%
EnergySolutions Inc Common Stoc2.01%0.00%
Darden Restaurants, Inc. Common2.01%0.37%
Associated Banc-Corp2%0.88%
Murphy Oil Corporation Common S1.99%-0.70%
ResMed Inc. Common Stock1.99%-0.83%
W.W. Grainger, Inc. Common Stoc1.99%-0.75%
*Note: The price change will reset to 0 after the midnight

Thompson Plumb MidCap Fund (THPMX) Sector Breakdown (% of stocks) as of 31-Dec-09

SectorWeighting
Hardware11.34%
Software4.11%
Media2.79%
Telecommunications3.27%
Consumer services14.06%
Business Services7.23%
Financial Services17.90%
Healthcare10.63%
Utilities2.01%
Consumer goods9.05%
Energy9.56%
Industrial materials8.06%

Thompson Plumb MidCap Fund (THPMX) Fund Portfolio Allocation for 09/2009

Stock99.95%
Bond0%
Cash0.04%
Other0%

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