About THPMX
Thompson MidCap Fund is a mutual fund that focuses on achieving long-term capital appreciation by investing primarily in a diversified portfolio of equity securities issued by medium-sized companies. The fund typically allocates at least 80% of its assets to these midcap stocks, selecting firms that fall within the market capitalization range of the Russell Midcap Index—which, as of late 2024, includes companies valued between approximately $205 million and $152 billion. The investment strategy emphasizes diversification across industries and styles, targeting companies with strong market positions, robust management, and favorable growth prospects. The fund’s holdings may include common stocks, American Depositary Receipts (ADRs), and real estate investment trusts (REITs), allowing for flexibility in response to changing market conditions. Sector allocations are broad, spanning financials, industrials, information technology, health care, and more, reflecting the fund’s commitment to balance and adaptability. Managed by experienced portfolio managers since its inception in 2008, Thompson MidCap Fund plays a significant role for investors seeking diversified exposure to midcap equities, aiming to provide a compelling blend of risk and return potential compared to narrower investment approaches.
Fund Family Thompson IM
Category Mid-Cap Blend
Performance Rating Below Average
Risk Rating High
Stock Exchange Nasdaq
Ticker Symbol THPMX
Index Russell MidCap TR
THPMX had a total return of 22.47% in the past year, including dividends. Since the fund's
inception, the average annual return has been 12.73%.
