Thompson MidCap Fund

Shareclass
Thompson MidCap (THPMX)
Type
Open-end mutual fund
Gender equality score
Gender equality score

49
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Peer rank
Group ranking

D
39.4
percentile

Universe: Groups

Group: U.S. Equity Fund

Ranking: 1,538 out of 2,538 funds


See more funds from this group
 All funds
 Groups
 Categories
Gender balance in leadership and workforce
Gender balance in leadership and workforce
25/40
See the score criteria
Equal compensation and work life balance
Equal compensation and work life balance
7/30
See the score criteria
Policies promoting gender equality
Policies promoting gender equality
18/20
See the score criteria
Commitment, transparency, and accountability
Commitment, transparency, and accountability
0/10
See the score criteria
Top scoring holdings
Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
  • 1. Xylem Inc
    1.09% of assets
    $537,451 invested
  • 2. PayPal Holdings Inc
    1.16% of assets
    $572,569 invested
  • 3. Hasbro Inc
    0.5% of assets
    $245,960 invested
  • 4. Neurocrine Biosciences Inc
    2.19% of assets
    $1.08M invested
  • 5. Keysight Technologies Inc
    1.07% of assets
    $527,939 invested
  • 6. Walgreens Boots Alliance Inc
    1.31% of assets
    $644,453 invested
  • 7. Alliant Energy Corp
    1.26% of assets
    $624,195 invested
  • 8. Hillenbrand Inc
    0.54% of assets
    $267,713 invested
  • 9. Discover Financial Services
    1.45% of assets
    $713,355 invested
  • 10. eBay Inc
    1.25% of assets
    $616,343 invested
Bottom scoring holdings
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
  • 1. Chewy Inc
    1.48% of assets
    $732,288 invested
  • 2. WillScot Holdings Corp Ordinary Shares - Class A
    0.99% of assets
    $489,030 invested
  • 3. Microchip Technology Inc
    0.95% of assets
    $467,156 invested
  • 4. FirstService Corp Ordinary Shares
    0.62% of assets
    $307,837 invested
  • 5. Skechers USA Inc Class A
    1.05% of assets
    $519,821 invested
  • 6. Calix Inc
    2.13% of assets
    $1.05M invested
  • 7. Topgolf Callaway Brands Corp
    0.57% of assets
    $280,602 invested
  • 8. SS&C Technologies Holdings Inc
    1.83% of assets
    $904,212 invested
  • 9. A.O. Smith Corp
    1.1% of assets
    $541,834 invested
  • 10. O-I Glass Inc
    2.49% of assets
    $1.23M invested
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Financial performance
Performance data provided byMorningstarFind more financial data on THPMX at Morningstar.com
Gender Equality and Returns
Returns chart for Thompson MidCap Fund
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
Benchmarking tool
Current fund
THPMX
Thompson MidCap Fund
Family
Thompson IM
Category
Mid-Cap Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 4/30/25
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 10-yr returns 
5.55% less  in annualized returns
Lower overall gender equality score 
6 / 100 points lower
Lower gender balance in leadership and workforce score 
2 / 40 points lower
Lower equal compensation and work life balance score 
3 / 30 points lower
Lower policies promoting gender equality score 
1 / 20 points lower
Lower commitment, transparency, and accountability score 
1 / 10 points lower
Current fund
THPMX
Thompson MidCap Fund
Family
Thompson IM
Category
Mid-Cap Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 4/30/25
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 10-yr returns 
5.55% less  in annualized returns
Lower overall gender equality score 
6 / 100 points lower
Lower gender balance in leadership and workforce score 
2 / 40 points lower
Lower equal compensation and work life balance score 
3 / 30 points lower
Lower policies promoting gender equality score 
1 / 20 points lower
Lower commitment, transparency, and accountability score 
1 / 10 points lower
Current fund
THPMX
Thompson MidCap Fund
Family
Thompson IM
Category
Mid-Cap Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 4/30/25
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 10-yr returns 
5.55% less  in annualized returns
Lower overall gender equality score 
6 / 100 points lower
Lower gender balance in leadership and workforce score 
2 / 40 points lower
Lower equal compensation and work life balance score 
3 / 30 points lower
Lower policies promoting gender equality score 
1 / 20 points lower
Lower commitment, transparency, and accountability score 
1 / 10 points lower
Month-end trailing returns  
Annualized returns
Gender-lens analysis
1-yr
3-yr
5-yr
10-yr
Overall gender equality score
This fund
THPMX - Thompson MidCap Fund
6%
4.64%
15%
6.73%
49  / 100 points
Benchmark
IVV - iShares Core S&P 500 ETF
12%
12%
16%
12%
55  / 100 points
Fund compared to benchmark
 
-6.06%
-7.51%
-0.67%
-5.55%
6  / 100 points lower
Find more financial data on THPMX at Morningstar.com
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