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Thompson IM

Thompson IM Parent Rating

Average

Thompson IM's track record as a steward is mixed, leading to an Average Parent Pillar rating.

Portfolio management turnover has been minimal at the firm over the past five years. Long-term stability indicates a strong investment culture. On average, Thompson IM's longest-tenured strategy managers have 15 years of tenure. This level of experience should give investors confidence in the group's ability to handle turbulent market conditions. Thompson IM open-end and exchange-traded products are priced, on average, among the second most-expensive quintile of similarly distributed strategies. This higher expense profile of its funds creates a larger performance hurdle and contributes negatively to Thompson IM's rating.

Thompson IM Investments

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

1.55 Bil

Investment Flows (TTM)

−311.73 Mil

Asset Growth Rate (TTM)

−18.31%

# of Share Classes

3
Morningstar Rating # of Share Classes
1
0
1
0
1
Not Rated 0
Name
Morningstar Rating Overall
5-Year Category Rank
Thompson Bond19
Thompson LargeCap20
Thompson MidCap72

Quick Definitions: Key Morningstar Terms

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