Dow Down 0.22% Nasdaq Down 0.24%

Mairs & Power Balanced Inv (MAPOX)

83.76 Down 0.45(0.53%) Oct 1
Prev Close:83.76
YTD Return*:6.42%
Net Assets*:674.11M
Yield*:2.23%

* As of 31-Aug-14

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

Headlines

ยป More Headlines for MAPOX

Top Holdings

Symbol% AssetsYTD Return %
UPS2.77-4.87
SLB2.5521.25
MDT2.4012.38
XOM2.36-0.69
EMR2.33-6.53

Fund Basics

Morningstar Overall Rating:
Total Assets:674.11M
Category:Moderate Allocation
Annual Report Expense Ratio (net):0.72%

Performance & Risk

YTD Return:6.42%
5y Avg Return:13.46%
Rank in Category (ytd):45
% Rank in Category (ytd):5.13%
Beta (3y):0.98
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
Your browser doesn't support canvas
SETTINGS
Scrolling
Speed
Display
Price
Submit Feedback