THPGX (Thompson Plumb Growth)
Net Asset Value: 33.53 1-Day Return: 0.03 (0.09%) YTD Return as of 2/9/12:Up 12.18%

Classification: Multi-Cap Core   Objective: Growth   Open to New Investors: Yes

Lipper Rating

Total Return Consistent Return Preservation Tax Efficiency Expense

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.

NAV Chart | Growth of $10,000
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Total Returns (As of 2/09/2012)

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 YTD1Yr3Yr5Yr10Yr
Fund 12.18 1.48 20.11 -3.70 0.58
Classification 9.18 1.50 18.51 0.54 4.84
Index (S&P 500) 7.70 4.50 18.30 0.90 4.20
% Rank in Class (1-best,100=worst)851279697

Fund Stats

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Investment Objective:Growth
Net Assets ($Mil)107.40
Inception Date:2/10/92
Manager Name, TenureThompson/Evans/Stephens, 1992 / 2009 / 2009
Expense Ratio: 1.36%
Sales Charge:
Load Type:
  
No Load
0.00%
0.00%

Top 10 Holdings (As of 9/30/11)

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Company NameSymbol% Net Assets
Exxon Mobil Corp Ord XOM 3.78
Microsoft Corp Ord MSFT 3.09
Cisco Systems Inc Ord CSCO 2.43
General Electric Co Ord GE 2.35
Chevron Corp Ord CVX 2.11
Intel Corp Ord INTC 2.10
Qualcomm Inc Ord QCOM 2.08
Medco Health Solutions Inc Ord MHS 1.92
Jpmorgan Chase & Co Ord JPM 1.86
Bank Of America Corp Ord BAC 1.81
% of Total Holdings 23.53

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