Thompson Largecap Fund Quote
| THPGX Fund | USD 97.66 0.75 0.77% |
Performance3 of 100
| Odds Of DistressLess than 21
|
Thompson Largecap is trading at 97.66 as of the 23rd of April 2024; that is 0.77 percent increase since the beginning of the trading day. The fund's open price was 96.91. Thompson Largecap has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Thompson Largecap Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 3rd of July 2022 and ending today, the 23rd of April 2024. Click here to learn more.
The fund normally invests at least 80 percent of its net assets plus any borrowing for investment purposes in a diversified portfolio of equity securities of large-capitalization companies that at the time of purchase fall within the capitalization ranges of companies in the SP 500 Index. More on Thompson Largecap Fund
Moving together with Thompson Mutual Fund
| 0.71 | THPMX | Thompson Midcap | PairCorr |
| 0.75 | VVIAX | Vanguard Value Index | PairCorr |
| 0.69 | DOXGX | Dodge Cox Stock | PairCorr |
| 0.79 | FFMMX | American Funds American | PairCorr |
| 0.79 | FFFMX | American Funds American | PairCorr |
Thompson Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Thompson Largecap's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Thompson Largecap or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Thompson IM Funds, Large Value Funds, Large Value, Thompson IM (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 31st of March 2023 |
| Fiscal Year End | November |
Thompson Largecap Fund [THPGX] is traded in USA and was established 23rd of April 2024. Thompson Largecap is listed under Thompson IM category by Fama And French industry classification. The fund is listed under Large Value category and is part of Thompson IM family. This fund at this time has accumulated 167.08 M in assets with minimum initial investment of 250. Thompson Largecap is currently producing year-to-date (YTD) return of 1.42% with the current yeild of 0.01%, while the total return for the last 3 years was 4.09%.
Check Thompson Largecap Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Thompson Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Thompson Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Thompson Largecap Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Thompson Largecap Fund Mutual Fund Constituents
| CVS | CVS Health Corp | Stock | Health Care |
| HNGR | Hanger Inc | Pink Sheet | Medical Care Facilities |
| STT | State Street Corp | Stock | Financials |
| DIS | Walt Disney | Stock | Communication Services |
| WBA | Walgreens Boots Alliance | Stock | Consumer Staples |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care |
| QCOM | Qualcomm Incorporated | Stock | Information Technology |
Thompson Largecap Target Price Odds Analysis
Based on a normal probability distribution, the odds of Thompson Largecap jumping above the current price in 90 days from now is about 54.42%. The Thompson Largecap Fund probability density function shows the probability of Thompson Largecap mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Thompson Largecap Fund has a beta of -0.0664. This usually implies as returns on the benchmark increase, returns on holding Thompson Largecap are expected to decrease at a much lower rate. During a bear market, however, Thompson Largecap Fund is likely to outperform the market. Additionally, thompson Largecap Fund has an alpha of 0.0648, implying that it can generate a 0.0648 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Thompson Largecap to move above the current price in 90 days from now is about 54.42 (This Thompson Largecap Fund probability density function shows the probability of Thompson Mutual Fund to fall within a particular range of prices over 90 days) .
Thompson Largecap Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Thompson Largecap market risk premium is the additional return an investor will receive from holding Thompson Largecap long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Thompson Largecap. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Thompson Largecap's alpha and beta are two of the key measurements used to evaluate Thompson Largecap's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.6158 | |||
| Semi Deviation | 0.7772 | |||
| Standard Deviation | 0.7885 | |||
| Variance | 0.6218 |
Thompson Largecap Against Markets
Picking the right benchmark for Thompson Largecap mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Thompson Largecap mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Thompson Largecap is critical whether you are bullish or bearish towards Thompson Largecap Fund at a given time. Please also check how Thompson Largecap's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Thompson Largecap without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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How to buy Thompson Mutual Fund?
Before investing in Thompson Largecap, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Thompson Largecap. To buy Thompson Largecap fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Thompson Largecap. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Thompson Largecap fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Thompson Largecap Fund fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Thompson Largecap Fund fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Thompson Largecap Fund, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Thompson Largecap Fund?
The danger of trading Thompson Largecap Fund is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Thompson Largecap is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Thompson Largecap. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Thompson Largecap is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Thompson Largecap Fund. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in price. Note that the Thompson Largecap information on this page should be used as a complementary analysis to other Thompson Largecap's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the My Watchlist Analysis module to analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like.