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Thompson Bond THOPX

Analyst rating as of
NAV / 1-Day Return
10.97  /  0.09 %
Total Assets
2.4 Bil
Adj. Expense Ratio
0.720%
Expense Ratio
0.720%
Fee Level
Above Average
Longest Manager Tenure
12.20 years
Category
Short-Term Bond
Credit Quality / Interest Rate Sensitivity
Medium / Limited
Min. Initial Investment
250
Status
Open
TTM Yield
5.04%
Effective Duration
1.76 years
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Morningstar’s Analysis

Will THOPX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

An aggressive short-term bond strategy vulnerable to getting stung.

Summary

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Thompson Bond’s slim but experienced team takes on excessive risk relative to its short-term bond Morningstar Category rivals, which warrants a Process Pillar rating downgrade to Below Average from Average. The strategy earns a Morningstar Analyst Rating of Neutral overall.

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