Mutual Fund Insights: Thompson Plumb Bond Fund (THOPX)

In-depth Analysis of Thompson Plumb Bond (THOPX)

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See Thompson Plumb Bond Fund (THOPX) performance details as of October 31, 2009

  

Last Trade: $11.09 on 11/20/2009, Change: 0.00 (0%)

  

Fund Manager - John W. Thompson

Fund Manager Tenure: 17.8 years
Fundmojo Fund Grade: A (Score: 0.76)     (What does this score mean?)

John W. Thompson is the Chairman, Chief Executive Officer and a Director of Thompson Plumb Funds, Inc. and President of Thompson Investment Management, LLC. Until January 2004, John W. Thompson was President and Treasurer of Thompson, Plumb & Associates , Inc. Thompson served as a senior trust and investment officer at Firstar Bank in Madison, Wisconsin earlier time. John W. Thompson has been in investment management business since 1971. John W. Thompson holds the Chartered Financial Analyst designation.

  

Performance	Management Fee	Turnover rate
THOPX: 32.67% , 8.77% , 6.29% Category Average: 9.59% , 3.61% , 3.21%	THOPX: 0.80% Category Average: 0.91%	THOPX: YFT_NOT_APPLICA% Category Average: 106.40%

See Thompson Plumb Bond Fund (THOPX) performance details as of October 31, 2009

  

 What we like about Thompson Plumb Bond Fund (THOPX)

Data for Thompson Plumb Bond Fund (THOPX) as of October 31, 2009

• Thompson Plumb Bond Fund (THOPX) management has been with Thompson Plumb Bond Fund for 17.8 years
• Thompson Plumb Bond Fund (THOPX) has good short-term performance (1-year return 32.67% vs 9.59% Short-Term Bond category average)
• Thompson Plumb Bond Fund (THOPX) has good mid-term performance (3-year return 8.77% vs 3.61% Short-Term Bond category average)
• Thompson Plumb Bond Fund (THOPX) has good Long-term performance (5-year return 6.29% vs 3.21% Short-Term Bond category average)
• Thompson Plumb Bond Fund (THOPX) has a Morningstar rating of 4 and above
• Thompson Plumb Bond Fund (THOPX) has a lower management fee than its Short-Term Bond average: 0.80% vs 0.91%
• Thompson Plumb Bond Fund (THOPX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

 What we are cautious about Thompson Plumb Bond Fund (THOPX)

Data for Thompson Plumb Bond Fund (THOPX) as of October 31, 2009

• Thompson Plumb Bond Fund (THOPX) ratio of up-years vs down years can be improved
• Thompson Plumb Bond Fund (THOPX) is more volatile than its peers as it has a 3-year Standard Deviation of 10.13 that is higher than category average of 3.42

  

  

Interested in other top mutual funds in similar Short-Term Bond category?

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• Delaware Limited-Term Diversified Inc A (DTRIX)    [ Compare DTRIX with THOPX ]
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• Browse other funds in Short-Term Bond Category

  

Thompson Plumb Bond Fund (THOPX) Net Asset

Track net asset change of Thompson Plumb Bond fund (THOPX)

Date	Net Asset
10/2009	$110.63M
09/2009	$62.83M
08/2009	$75.75M

More historic net asset information on Thompson Plumb Bond Fund (THOPX)

  

Thompson Plumb Bond Fund (THOPX) Portfolio Allocation

Track portfolio allocation change of Thompson Plumb Bond fund (THOPX)

Date	Cash	Stock	Bond	Other
10/2009	20.52%	0%	78.12%	1.36%
09/2009	22.3%	0%	75.62%	2.08%
06/2009	30.26%	0%	67.29%	2.45%

Click here to see more historic asset allocation information on Thompson Plumb Bond Fund (THOPX)

  

Most Recent Top 10 Holdings in Thompson Plumb Bond Fund (THOPX)

Discover what Thompson Plumb Bond Fund (THOPX) manager is buying

31-Oct-09 Associated Banc-Corp 6.75% [2.24%] Lexmark Intl 5.9% [2.02%] Brinker Intl 5.75% [1.95%] Arden Rlty 5.25% [1.89%] Nordstrom 6.25% [1.86%] Xl Cap 5.25% [1.71%] Jefferson Pilot 4.75% [1.6%] Dow Chem 7.6% [1.6%] Suntrust Bk Atlanta Mdtmsbntbe 5% [1.52%] Lincoln Natl 4.75% [1.46%]

30-Sep-09 BEAR STEARNS COS [2.47%] Nordstrom 6.25% [2.25%] Fifth Third Bancorp 8.25% [2.24%] Associated Banc-Corp 6.75% [2.1%] Suntrust Bk Atlanta Mdtmsbntbe 5% [1.85%] Viacom 5.625% [1.72%] First Tenn Natl 4.5% [1.69%] Harley Davidson Fdg 5.25% [1.62%] Berkshire Hathaway Fin 4.2% [1.62%] FNMA 6% [1.61%]

30-Jun-09 BEAR STEARNS COS [3.73%] Nordstrom 6.25% [3.47%] Fifth Third Bancorp 8.25% [3%] FNMA 6% [2.72%] First Tenn Natl 4.5% [2.51%] Harley Davidson Fdg 5.25% [2.48%] Huntington Ntl Bk Ohio Sub Mtn 6.6% [2.28%] Zions Bancorp 6% [2.15%] JOHNSON CTLS INC [1.85%] Manufacturers & Traders Tr Buf 144A FRN [1.84%]

Click here for Stock Holding Change Map in Thompson Plumb Bond Fund (THOPX)

  

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Financial Optimization through Technology Innovation

• Fund Mojo Score is 0.75 (A+) and above
• Fund Manager has been with the fund for more than 5 years
• Key performances (1-year, 3-year and 5-year performance) beat its category peers
• 5-year return is positive
• Initial investment requirement is less or equal to $10,000

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