About THOPX
Thompson Bond Fund is an actively managed mutual fund focused on generating a high level of current income while preserving capital. The portfolio primarily invests in a diversified mix of U.S. dollar–denominated bonds, including corporate credits, short-term debt, mortgage- and asset-backed securities, U.S. Treasury and agency obligations, and selectively, foreign sovereign issuers payable in dollars. It normally maintains at least 80% of assets in bonds and may allocate a modest sleeve to below‑investment‑grade issues, capped at a stated percentage, to enhance income while managing risk. Classified in the short‑term bond category, the fund emphasizes limited interest‑rate sensitivity with broad sector exposure across financials, securitized credit, and government instruments. The strategy is overseen by Thompson Investment Management, with a long operating history since its 1992 inception, quarterly income distributions, and a stated expense ratio in the mid‑0.70% range. Within the market, Thompson Bond Fund serves as a core short‑duration fixed income holding for investors seeking diversified credit exposure, disciplined duration management, and routine income distributions in a single, professionally managed vehicle.
Fund Family Thompson IM
Category Short-Term Bond
Performance Rating High
Risk Rating High
Stock Exchange NASDAQ
Ticker Symbol THOPX
Index Bloomberg 1-5 Y Government/Credit TR
THOPX had a total return of 2.79% in the past year, including dividends. Since the fund's
inception, the average annual return has been 4.27%.
