Thompson Largecap Fund Fundamentals

THPGX Fund  USD 100.42  1.36  1.34%   
Thompson Largecap Fund fundamentals help investors to digest information that contributes to Thompson Largecap's financial success or failures. It also enables traders to predict the movement of Thompson Mutual Fund. The fundamental analysis module provides a way to measure Thompson Largecap's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Thompson Largecap mutual fund.
  
This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.

Thompson Three Year Return Analysis

Thompson Largecap's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.

Three Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

More About Three Year Return | All Equity Analysis

Current Thompson Largecap Three Year Return

    
  5.60 %  
Most of Thompson Largecap's fundamental indicators, such as Three Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Thompson Largecap Fund is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
Competition

Thompson Largecap Three Year Return Component Assessment

Based on the latest financial disclosure, Thompson Largecap Fund has a Three Year Return of 5.5989%. This is much higher than that of the Thompson IM family and significantly higher than that of the Large Value category. The three year return for all United States funds is notably lower than that of the firm.

Thompson Largecap Fund Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Thompson Largecap's current stock value. Our valuation model uses many indicators to compare Thompson Largecap value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Thompson Largecap competition to find correlations between indicators driving Thompson Largecap's intrinsic value. More Info.
Thompson Largecap Fund is rated below average in one year return among similar funds. It is rated below average in cash position weight among similar funds creating about  0.01  of Cash Position Weight per One Year Return. The ratio of One Year Return to Cash Position Weight for Thompson Largecap Fund is roughly  164.73 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Thompson Largecap by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Thompson Largecap's Mutual Fund . Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Thompson Largecap's earnings, one of the primary drivers of an investment's value.

Thompson One Year Return Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Thompson Largecap's direct or indirect competition against its One Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Thompson Largecap could also be used in its relative valuation, which is a method of valuing Thompson Largecap by comparing valuation metrics of similar companies.
Thompson Largecap is rated below average in one year return among similar funds.

Fund Asset Allocation for Thompson Largecap

The fund invests 99.86% of asset under management in tradable equity instruments, with the rest of investments concentrated in cash (0.14%) .
Asset allocation divides Thompson Largecap's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.

Thompson Fundamentals

About Thompson Largecap Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Thompson Largecap Fund's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Thompson Largecap using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Thompson Largecap Fund based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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. Its equity investments included within this 80 percent may include common stocks, American Depositary Receipts , and real estate investment trusts .
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Thompson Largecap in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Thompson Largecap's short interest history, or implied volatility extrapolated from Thompson Largecap options trading.

Currently Active Assets on Macroaxis

Check out Thompson Largecap Piotroski F Score and Thompson Largecap Altman Z Score analysis.
Note that the Thompson Largecap Fund 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 Idea Optimizer module to use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio .

Complementary Tools for Thompson Mutual Fund analysis

When running Thompson Largecap's price analysis, check to measure Thompson Largecap's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Thompson Largecap is operating at the current time. Most of Thompson Largecap's value examination focuses on studying past and present price action to predict the probability of Thompson Largecap's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Thompson Largecap's price. Additionally, you may evaluate how the addition of Thompson Largecap to your portfolios can decrease your overall portfolio volatility.
Positions Ratings
Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance
Aroon Oscillator
Analyze current equity momentum using Aroon Oscillator and other momentum ratios
Top Crypto Exchanges
Search and analyze digital assets across top global cryptocurrency exchanges
Price Transformation
Use Price Transformation models to analyze the depth of different equity instruments across global markets
AI Portfolio Architect
Use AI to generate optimal portfolios and find profitable investment opportunities
ETF Categories
List of ETF categories grouped based on various criteria, such as the investment strategy or type of investments
Bollinger Bands
Use Bollinger Bands indicator to analyze target price for a given investing horizon
Portfolio Center
All portfolio management and optimization tools to improve performance of your portfolios
CEOs Directory
Screen CEOs from public companies around the world
Please note, there is a significant difference between Thompson Largecap's value and its price as these two are different measures arrived at by different means. Investors typically determine if Thompson Largecap is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Thompson Largecap's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.