Family of Funds :: Thompson Plumb MidCap Fund :: Investment Strategy

Thompson Plumb MidCap Fund Investment Strategy

The MidCap Fund normally invests at least 80% of its total assets in a diversified portfo­lio of common stocks of medium-sized companies, with market capitalizations at the time of purchase between $1 billion and $10 billion.

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.

Seeking to achieve a better risk-adjusted return on its equity investments, the MidCap Fund invests in a diversified portfolio of companies, including companies from a blend of industries and style classes. The MidCap Fund may sell securities for a variety of reasons, such as to secure gains, limit losses or reposition assets to more promising opportunities.

 

Mutual fund investing involves risk. Principal loss is possible. Mid cap companies tend to have limited liquidity and greater volatility than large-capitalization companies.