Thompson Plumb Growth
1200 John Q. Hammons Drive 5th Floor Madison WI 53717
Map
Phone: 800-999-0887
| Category: | Large Blend | | Fund Family: | Thompson Plumb | | Net Assets: | 151.96M | | Year-to-Date Return: | -43.41% | | Yield: | 1.44% | | Morningstar Rating: |  | | Fund Inception Date: | 10-Feb-92 |
|
John W. Thompson
Lead Manager since
10-Feb-92 | | | 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, he 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. He has been in investment management business since 1971. Thompson holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $2,000 | | Min Initial Investment, AIP: | $2,500 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $50 |
|
| |
| The investment seeks long-term growth through capital appreciation. The fund normally invests at least 65% of assets in a diversified portfolio of common stocks. It invests in common stocks that possess most of the following characteristics: leading market positions, high barriers to entry and other competitive or technological advantages, high returns on equity and assets, good growth prospects, strong management, and relatively low debt burdens. The fund also generally seeks to identify investment opportunities in equity securities of companies which have above-average potential for earnings and dividend growth. |
| Last Dividend
(14-Dec-07):
| 0.41 | | Last Cap Gain
(14-Dec-07):
| 6.40 | | Annual Holdings Turnover
| 29.00% | | Average for Category:
| 71.85% |
|
| Expense | THPGX | Category
Avg | | Total Expense Ratio: | 1.13%
| 1.11% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.14% | | Max Deferred Sales Load: | 0.00%
| 2.63% | | 3 Yr Expense Projection*: |
$359 | $572 | | 5 Yr Expense Projection*: |
$622 | $876 | | 10 Yr Expense Projection*: |
$1,375 | $2,504 |
|
|
2.63% Nasdaq 0.00%
Profile
