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Thompson Bond THOPX

Analyst rating as of | See Thompson IM Investment Hub
  • NAV / 1-Day Return 10.02  /  0.10 %
  • Total Assets 1.6 Bil
  • Adj. Expense Ratio
    0.710%
  • Expense Ratio 0.710%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Short-Term Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Limited
  • Min. Initial Investment 250
  • Status Open
  • TTM Yield 3.84%
  • Effective Duration 1.86 years

Morningstar’s Analysis THOPX

Will THOPX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Expect volatility in this short-term bond fund.

Summary

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Thompson Bond’s slim team has broadened the portfolio’s sector exposures in recent years and takes on outsize risks compared with its short-term bond Morningstar Category peers. The strategy receives a Morningstar Analyst Rating of Negative for its sole share class.

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