Thompson Bond’s slim team has broadened the portfolio’s sector exposures in recent years and takes on outsize risks compared with its short-term bond Morningstar Category peers. The strategy receives a Morningstar Analyst Rating of Negative for its sole share class.
- NAV / 1-Day Return 10.01 / 0.00
- Total Assets 1.6 Bil
Adj. Expense Ratio
- Expense Ratio 0.710%
- Distribution Fee Level Above Average
- Share Class Type No Load
- Category Short-Term Bond
- Credit Quality / Interest Rate Sensitivity Medium / Limited
- Min. Initial Investment 250
- Status Open
- TTM Yield 3.84%
- Effective Duration 1.86 years
Morningstar’s Analysis THOPX
Will THOPX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.