Thompson Midcap is trading at 14.41 as of the 20th of July 2025; that is 1.12 percent increase since the beginning of the trading day. The fund's open price was 14.25. Thompson Midcap has less than a 13 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 21st of April 2025 and ending today, the 20th 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 medium-sized companies that at the time of purchase fall within the 12-month average of the capitalization ranges of stocks in the Russell Midcap Index. More on Thompson Midcap Fund
Thompson Midcap Fund [THPMX] is traded in USA and was established 20th of July 2025. Thompson Midcap is listed under Thompson IM category by Fama And French industry classification. The fund is listed under Mid-Cap Blend category and is part of Thompson IM family. This fund at this time has accumulated 54.74 M in assets with minimum initial investment of 250. Thompson Midcap is currently producing year-to-date (YTD) return of 7.15% with the current yeild of 0.01%, while the total return for the last 3 years was 13.12%.
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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 Midcap 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.
Other Information on Investing in Thompson Mutual Fund
Thompson Midcap 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 Midcap security.