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Thompson Bond THOPX

Analyst rating as of
NAV / 1-Day Return
10.90  /  0.09 %
Total Assets
2.4 Bil
Adj. Expense Ratio
0.720%
Expense Ratio
0.720%
Fee Level
High
Longest Manager Tenure
12.97 years
Category
Short-Term Bond
Credit Quality / Interest Rate Sensitivity
Medium / Limited
Min. Initial Investment
250
Status
Open
TTM Yield
3.59%
Effective Duration
1.88 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.

A slim team, pulled in too many directions, manages this aggressive short-term bond fund.

Summary

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Thompson Bond takes on outsize risk compared with short-term bond Morningstar Category peers, and it has broadened sector exposures without bolstering its already slim team’s size, warranting a People Pillar rating downgrade to Below Average from Average. The strategy earns a Morningstar Analyst Rating of Negative.

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