Thompson Investment Management, Inc. (TIM) is a fully independent investment advisory firm with over $500 million in stock and bond assets under management. TIM provides Investment Management, Wealth Management, and Investment Planning Services.




FACT SHEETS

Growth Fund 12/31/09
MidCap Fund 12/31/09
Bond Fund 12/31/09

NET ASSET VALUES*

  PRICE DAILY
CHANGE
YTD
THPGX28.670.144.14%
THPMX10.550.088.32%
THOPX11.230.002.46%
*as of March 10, 2010
Please click the ticker symbols in the chart above for standardized performance.

Performance data quoted represents past performance: past performance does not guarantee future results. The investment returns 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 month-end may be obtained by clicking the following links: THPGX, THPMX and THOPX.



The Thompson Plumb Funds are offered only to United States residents, and information on this site is intended only for such persons. Nothing on this web site should be considered a solicitation to buy or an offer to sell shares of any Thompson Plumb Fund in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction.

Before you invest in the Funds, please refer to the prospectus for important information about the investment company, including investment objectives, risks, charges and expenses. You may also obtain a hard copy of the prospectus by calling 1-800-999-0887 . The prospectus should be read carefully before you invest or send money.

Mutual fund investing involves risk. Principal loss is possible.

The Thompson Plumb Funds are distributed by Quasar Distributors, LLC.

For each fund with at least a three-year history, Morningstar calculates a Morningstar Rating™(based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a fund’s monthly performance including the effects of sales charges, loads, and redemption fees), placing more emphasis on downward variations and rewarding consistent performance. The top 10% of funds in each category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars and the bottom 10% receive 1 star. (Each share class is counted as a fraction of one fund within this scale and rated separately, which may cause slight variations in the distribution percentages.) The Overall Morningstar Rating for a fund is derived from a weighted average of the performance figures associated with its three-, five- and ten-year (if applicable) Morningstar Rating metrics. The Thompson Plumb Bond Fund was rated against the following numbers of U.S.-domiciled Short-term Bond funds over the following time periods: 384 funds in the last three years, 318 funds in the last five years, and 168 funds in the last ten years for the period ending 12/31/2009. With respect to these Short-term Bond funds, Thompson Plumb Bond Fund received a Morningstar Rating of 5 stars for the three-, five- and ten-year periods. ©2009 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

Thompson Investment Management, Inc. services involve the management of securities which fluctuate in value due to changes in securities markets, client preferences and other reasons. Thus, Thompson Investment Management does not guarantee any rate of return will be realized, or that losses will not occur, from receiving its services.