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    Mairs & Power Balanced Inv (MAPOX)

    87.20 Up 1.26(1.47%) Dec 18
    Prev Close:87.20
    YTD Return*:7.41%
    Net Assets*:707.53M
    Yield*:2.28%

    * As of 30-Nov-14

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Top Holdings

    Symbol% AssetsYTD Return %
    UPS3.047.62
    MDT2.6431.07
    TGT2.4018.49
    XOM2.38-4.26
    EMR2.31-6.95

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:707.53M
    Category:Moderate Allocation
    Annual Report Expense Ratio (net):0.72%

    Performance & Risk

    YTD Return:7.41%
    5y Avg Return:12.41%
    Rank in Category (ytd):42
    % Rank in Category (ytd):4.82%
    Beta (3y):1.01
    Morningstar Risk Rating:3

    Fund Summary

    The investment seeks to provide shareholders with regular current income, the potential for capital appreciation and a moderate level of risk by investing in a diversified portfolio; the secondary objective of the investment is to provide a current income yield of at least 25% greater than that of the S&P 500 Index. The fund emphasizes investments in common stock and other securities convertible into common stock as well as fixed income securities such as corporate bonds and United States government securities. It may also invest in ADRs and other foreign securities. View More
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