THPGX Rating, Research - Thompson Plumb Growth

Thompson LargeCap (thpgx)

Last Updated by Anonymous | Update This Page Now

►Summary | Add New Mutual Fund | Feedback

Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands


Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 103

Threats + Weaknesses = 75

When strengths & opportunities substantially exceed threats & weaknesses an investment in the thpgx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

The LargeCap Fund normally invests at least 80% 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 S&P 500 Index, the Fund’s benchmark. Although market capitalizations are constantly changing, as of December 31, 2011, the smallest company in the S&P 500 Index had a market capitalization of $1.22 billion. The Fund’s equity investments included within this 80% may include common stocks, American Depositary Receipts (ADRs), and real estate investment trusts (REITs). Although current income is not its primary objective, the LargeCap Fund anticipates that capital growth will be accompanied by growth through dividend income.

We invest in common stocks that possess most of the following characteristics:

•Leading market positions

•High barriers to entry and other competitive or technological advantages

•High returns on equity and assets

•Good growth prospects

•Strong management

•Relatively low debt burdens
We also generally seek to identify investment opportunities in equity securities of companies that we believe have above-average potential for earnings and dividend growth.

To achieve a better risk-adjusted return on its equity investments, the LargeCap Fund invests in a diversified portfolio of companies, including companies from a blend of industries and style classes. We believe that holding a diverse group of stocks will provide competitive returns under different market environments relative to more narrow investment styles.

Our flexible approach to equity investing enables us to adapt to changing market trends and conditions and to invest wherever we believe opportunity exists.

Portfolio Strategy Update

We believe that earnings growth and price-earnings multiple expansion drive long term stock returns and relative
performance. With this in mind, our investment team uses fundamental analysis to identify companies that have
the potential to grow earnings faster than their peers. We favor companies with consistent free cash flow and
balance sheets with modest debt levels. The stocks of these companies are purchased if they are trading at
attractive valuations, often because of a temporary short term problem or misperception. In the end, we simply
seek to own the best companies in the best performing market sectors, and not overpay for them.

Management Analysis Update

Performance Analysis Update