Thompson Largecap Fund Quote
| THPGX Fund | USD 108.94 0.16 0.15% |
PerformanceStrong
| Odds Of DistressLow
|
Thompson Largecap is trading at 108.94 as of the 19th of July 2025; that is 0.15 percent decrease since the beginning of the trading day. The fund's open price was 109.1. Thompson Largecap has less than a 12 % chance of experiencing some financial distress in the next two years of operation and had a strong performance during the last 90 days. The performance scores are derived for the period starting the 20th of April 2025 and ending today, the 19th of July 2025. Click here to learn more.
The fund normally invests at least 80 percent 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 SP 500 Index. More on Thompson Largecap Fund
Moving together with Thompson Mutual Fund
| 0.97 | THPMX | Thompson Midcap | PairCorr |
| 0.92 | THOPX | Thompson Bond | PairCorr |
| 0.99 | VVIAX | Vanguard Value Index | PairCorr |
| 0.99 | DOXGX | Dodge Cox Stock | PairCorr |
| 1.0 | AFMFX | American Mutual | PairCorr |
Moving against Thompson Mutual Fund
Thompson Mutual Fund Highlights
| Fund Concentration | Thompson IM Funds, Large Value Funds, Large Value, Thompson IM (View all Sectors) |
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 31st of March 2023 |
| Fiscal Year End | November |
Thompson Largecap Fund [THPGX] is traded in USA and was established 19th of July 2025. Thompson Largecap is listed under Thompson IM category by Fama And French industry classification. The fund is listed under Large Value category and is part of Thompson IM family. This fund at this time has accumulated 167.08 M in assets with minimum initial investment of 250. Thompson Largecap is currently producing year-to-date (YTD) return of 8.58% with the current yeild of 0.01%, while the total return for the last 3 years was 17.4%.
Check Thompson Largecap Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Thompson Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Thompson Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Thompson Largecap Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Thompson Largecap Fund Mutual Fund Constituents
| CVS | CVS Health Corp | Stock | Health Care | |
| STT | State Street Corp | Stock | Financials | |
| DIS | Walt Disney | Stock | Communication Services | |
| WBA | Walgreens Boots Alliance | Stock | Consumer Staples | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| QCOM | Qualcomm Incorporated | Stock | Information Technology | |
| MSFT | Microsoft | Stock | Information Technology | |
| MCK | McKesson | Stock | Health Care |
Thompson Largecap Risk Profiles
| Mean Deviation | 0.647 | |||
| Semi Deviation | 0.5232 | |||
| Standard Deviation | 0.9197 | |||
| Variance | 0.8459 |
Thompson Largecap Against Markets
Other Information on Investing in Thompson Mutual Fund
Thompson Largecap financial ratios help investors to determine whether Thompson Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Thompson with respect to the benefits of owning Thompson Largecap security.
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