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Mutual Fund Insights: Thompson Plumb MidCap Fund (THPMX)
In-depth Analysis of Thompson Plumb MidCap (THPMX)
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Last Trade: $9.37 on 11/20/2009, Change: -0.06 (-0.64%)
Fund Manager - James T. Evans
Fund Manager Tenure: 1.6 yearsFundmojo Fund Grade: N/A (Score: *manager is new*) (What does this score mean?)James T. Evans has been a research analyst at Thompson Investment Management, Inc. (?TIM?) since March 2005 and has been a portfolio manager at TIM since June 2008. Prior to joining TIM, James T. Evans was a managing director for Nakoma Capital Management, a hedge fund currently headquartered in Madison, Wisconsin that James T. Evans joined in July 2000. James T. Evans holds the Chartered Financial Analyst designation.
Category Average: 18.21% , -6.38% , 1.42% | Category Average: 1.36% | Category Average: 90.71% |
What we like about Thompson Plumb MidCap Fund (THPMX)
Data for Thompson Plumb MidCap Fund (THPMX) as of October 31, 2009
- Thompson Plumb MidCap Fund (THPMX) is a new fund and has been performing well against its peers for both three-month and 1-year performance
- Thompson Plumb MidCap Fund (THPMX) has good short-term performance (1-year return 29.05% vs 18.21% Mid-Cap Blend category average)
- Thompson Plumb MidCap Fund (THPMX) has a lower management fee than its Mid-Cap Blend average: 1.30% vs 1.36%
- Thompson Plumb MidCap Fund (THPMX) 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 MidCap Fund (THPMX)
Data for Thompson Plumb MidCap Fund (THPMX) as of October 31, 2009
- Thompson Plumb MidCap Fund (THPMX) management has been with Thompson Plumb MidCap Fund for only 1.6 years, it is hard to judge manager's ability based on this fund's operation record
Interested in other top mutual funds in similar Mid-Cap Blend category?
Below are some additional Mid-Cap Blend mutual funds generated out of our database
- AIM Mid Cap Core Equity A (GTAGX) [ Compare GTAGX with THPMX ]
- FMI Common Stock (FMIMX) [ Compare FMIMX with THPMX ]
- Gabelli ABC (GABCX) [ Compare GABCX with THPMX ]
- Browse other funds in Mid-Cap Blend Category
Thompson Plumb MidCap Fund (THPMX) Net Asset
Track net asset change of Thompson Plumb MidCap fund (THPMX)
| Date | Net Asset |
| 10/2009 | $9.04M |
| 09/2009 | $9.36M |
| 08/2009 | $8.01M |
Thompson Plumb MidCap Fund (THPMX) Portfolio Allocation
Track portfolio allocation change of Thompson Plumb MidCap fund (THPMX)
| Date | Cash | Stock | Bond | Other |
| 09/2009 | 0.04% | 99.95% | 0% | 0% |
| 06/2009 | 0.35% | 99.65% | 0% | 0% |
| 03/2009 | 0.12% | 99.88% | 0% | 0% |
Most Recent Top 10 Holdings in Thompson Plumb MidCap Fund (THPMX)
Discover what Thompson Plumb MidCap Fund (THPMX) manager is buying
Bare Escentuals, Inc. [2.07%] EATON VANCE CP [2.05%] DISCOVER FIN SVCS [2.04%] INVESTMENT TEC NEW [2.02%] Associated Banc-Corp [2.02%] RESMED INC [2%] Maxim Integrated Products, Inc. [1.99%] TORCHMARK CP [1.99%] GRAINGER W W INC [1.98%] | RESMED INC [2.12%] Bare Escentuals, Inc. [2.1%] JDS Uniphase Corporation [2.07%] INVESTMENT TEC NEW [2.06%] NORDSTROM INC [2.05%] ENERGYSOLUTIONS INC [2.02%] INTL FLAVORS FRAG [1.98%] TORCHMARK CP [1.97%] EATON VANCE CP [1.96%] | Bare Escentuals, Inc. [2.17%] DISCOVER FIN SVCS [2.17%] EATON VANCE CP [2.15%] INVESTMENT TEC NEW [2.1%] TORCHMARK CP [2.07%] RESMED INC [2.07%] NORDSTROM INC [2.04%] IMS HEALTH INC [2.04%] COACH INC [2.04%] |
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- 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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| Data is provided for informational purposes only, and is not intended for trading purposes. Although data are gathered from sources believed to be reliable, Fund Mojo and its content providers cannot guarantee completeness and accuracy. Performance data quoted represents past performance. Fund Mojo and its content providers accept no liability for reliance on this data. |
