Thompson LargeCap

Thompson LargeCap (THPGX) is a no-load mutual fund listed on NASDAQ, managed by Thompson Investment Management, Inc. and headquartered in Madison, Wisconsin, with inception dating back to February 10, 1992. The fund invests at least 80% of its net assets in a diversified portfolio of equity securities — including common stocks, ADRs, and REITs — of large-capitalization companies that fall within the market capitalization range of the S&P 500 Index, its benchmark. Co-managed by James T. Evans, CFA (Chief Investment Officer) and Jason L. Stephens, CFA (Chief Executive Officer) since 2009, the fund employs a flexible, blend-style approach across industries to seek above-average earnings and dividend growth while targeting competitive risk-adjusted returns. As of late 2025, the fund held approximately $202 million in assets, with top sector exposures in Information Technology, Financials, Health Care, and Communication Services, and a minimum initial investment of just $250.