THOPX (Thompson Plumb Bond)
Net Asset Value: 11.58
1-Day Return:
0.01 (0.09%)
YTD Return as of 5/23/12: 3.74%
Classification: Sh-Int Inv Grade Objective: Sh-Int Inv Grade Open to New Investors: Yes
Lipper Rating
The Lipper Leader system ranks a fund in the following categories: Total Return; Consistent Return; Preservation; Tax Efficiency; and Expenses. Funds are rated in ascending order on a numeric scale of 1 to 5, with '1' representing funds with the lowest rating, and '5' representing the highest rated funds and funds that are Lipper Leaders. Click here for more detail.
| Growth of $10,000
Total Returns (As of 5/23/2012)
More| YTD | 1Yr | 3Yr | 5Yr | 10Yr | |
| Fund | 3.74 | 3.42 | 10.24 | 7.75 | 6.33 |
| Classification | 1.87 | 3.45 | 6.30 | 4.82 | 4.23 |
| Index (S&P 500) | 5.80 | 2.30 | 16.50 | -0.70 | 3.90 |
| % Rank in Class (1-best,100=worst) | 1 | 41 | 8 | 2 | 2 |
Fund Stats
More| Investment Objective: | Sh-Int Inv Grade |
|---|---|
| Net Assets ($Mil) | 845.00 |
| Inception Date: | 2/10/92 |
| Manager Name, Tenure | Thompson/Evans/Stephens, 1992 / 2009 / 2009 |
| Expense Ratio: | 0.80% |
|
Sales Charge:
Load Type:
|
No Load 0.00% 0.00% |
Top 10 Holdings (As of 12/31/11)
More| Company Name | Symbol | % Net Assets |
|---|---|---|
| Corporate Notes/bonds | NA | 91.65 |
| Government Agency Securities | NA | 2.71 |
| Convertible Securities | NA | 2.59 |
| Asset Backed Securities | NA | 1.55 |
| Gnma And Other Mtg Backed | NA | 0.14 |
| Common Stock | NA | 0.09 |
| % of Total Holdings | 98.73 | |
![[sm061210things]](http://s.wsj.net/public/resources/images/PF-AC562_sm0612_C_20120514113337.jpg)
![[sm0612wedding4]](http://s.wsj.net/public/resources/images/PF-AC579_sm0612_C_20120515172853.jpg)
![[sm0612strat]](http://s.wsj.net/public/resources/images/PF-AC580_sm0612_C_20120515180019.jpg)
![[sm0612roi]](http://s.wsj.net/public/resources/images/PF-AC573_sm0612_C_20120515125902.jpg)
