THPMX – Thompson MidCap Investment Strategy | Morningstar

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Strategy

The investment seeks a high level of long-term capital appreciation by investing in securities of medium-sized companies. The fund normally invests at least 80% of its net assets plus any borrowing for investment purposes in a diversified portfolio of equity securities of medium-sized companies that at the time of purchase fall within the 12-month average of the capitalization ranges of stocks in the Russell Midcap Index. Its equity investments included within this 80% may include common stocks, American Depositary Receipts (ADRs), and real estate investment trusts (REITs).

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
THPMX	Thompson MidCap Fund	No Load	Open			Mar 31, 2008	$62.42M	1.150%	Above Average	$250	−$1.38M

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