Family of Funds :: Thompson Plumb Bond Fund :: Quarterly Commentary

Opinions expressed are subject to change, are not guaranteed and should not be considered investment advice.

Performance data quoted represents past performance; past performance does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance of the Fund may be lower or higher than the performance quoted. Performance data current to the most recent calendar quarter-end and month-end may be obtained by clicking the links.

2008 Commentaries
September 30, 2008
June 30, 2008
March 31, 2008

The Lehman Brothers Intermediate Government/Credit 1-10 Year Index is a market value weighted performance benchmark that includes virtually every major U.S. Government and investment-grade rated corporate bond with 1-10 years remaining until maturity. The Lehman Brothers Government/Credit 1-5 Year Index is a market value weighted performance benchmark that includes virtually every major U.S. Government and investment-grade rated corporate bond with 1-5 years remaining until maturity. You cannot directly invest in an index.

Mutual fund investing involves risk, principal loss is possible. Investments in debt securities typically decrease in value when interest rates rise. The risk is usually greater for longer-term debt securities. Investments in Asset Backed and Mortgage Backed Securities include additional risks that investors should be aware of such as credit risk, prepayment risk, possible illiquidity and default, as well as increased susceptibility to adverse economic developments.

For Fund holdings information, please refer to the Fund Calendar Quarter Holdings section of this website. Securities and sectors mentioned are not recommendations to buy or sell any security and are subject to change at anytime.

Current and future portfolio holdings are subject to risk.

For Terms and Definitions, please click here.

Archived Commentaries

2007 Commentaries
December 31, 2007
September 30, 2007
June 30, 2007
March 31, 2007

2006
December 31, 2006
September 30, 2006
June 30, 2006
March 31, 2006

2005
December 31, 2005
September 30, 2005
June 30, 2005
March 31, 2005

2004
December 31, 2004
September 30, 2004
June 30, 2004
March 31, 2004

2003
December 31, 2003
September 30, 2003
June 30, 2003
March 31, 2003

2002
December 31, 2002
September 30, 2002