Mairs & Power Growth Inv W1520 First National Bank Building 332 Minnesota Street St. Paul, MN 55101-1363 Map
Phone: 800-304-7404
| Category: | Large Blend | | Fund Family: | Mairs & Power | | Net Assets: | 1.81B | | Year-to-Date Return: | 12.66% | | Yield: | 2.13% | | Morningstar Rating: |  | | Fund Inception Date: | 07-Nov-58 |
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William B. Frels
Lead Manager since
01-Dec-99 | | | Frels is the chairman and CEO of Mairs & Power, his employer since 1992. Previously, he spent two years as a vice president and senior investment officer with American National Bank & Trust Company and 18 years as a trust and investment officer with First Trust N.A. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $2,500 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks above-average long-term capital appreciation. The fund is in preference to invest in holdings in high quality companies. It may invest up to 10% of total assets in securities of foreign issuers which are either listed on a United States securities exchange or represented by American Depositary Receipts. The fund also may invest in debt securities which are convertible into the issuer?s common stock. |
| Last Dividend
(29-Jun-09):
| 0.45 | | Last Cap Gain
(30-Dec-08):
| 0.86 | | Annual Holdings Turnover
| 2.42% | | Average for Category:
| 78.94% |
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| Expense | MPGFX | Category Avg | | Total Expense Ratio: | 0.70%
| 1.08% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | %
| 5.25% | | Max Deferred Sales Load: | %
| 2.60% | | 3 Yr Expense Projection*: |
$ 225 | $776 | | 5 Yr Expense Projection*: |
$ 391 | $1,291 | | 10 Yr Expense Projection*: |
$ 873 | $2,371 |
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