Advertisement
Skip to Content
Morningstar

Thompson MidCap THPMX

Morningstar Analyst Rating
Quantitative rating as of | See Thompson IM Investment Hub
  • NAV / 1-Day Return 14.09  /  1.40 %
  • Total Assets 57.6 Mil
  • Adj. Expense Ratio
    1.140%
  • Expense Ratio 1.150%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Mid-Cap Blend
  • Investment Style Mid Blend
  • Min. Initial Investment 250
  • Status Open
  • TTM Yield 0.66%
  • Turnover 19%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:15 PM GMT+00:00

Morningstar’s Analysis THPMX

Will THPMX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable THPMX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the THPMX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of THPMX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

|

Thompson MidCap earns a Morningstar Quantitative Rating of Neutral on the basis of subpar People and Parent Pillar ratings. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

Unlock our full analysis with Morningstar Investor