Mairs & Power Balanced Inv (MAPOX)
78.90 
0.20(0.25%) May 21
| Prev Close: | 78.90 |
|---|
| YTD Return*: | 5.51% |
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| Net Assets*: | 375.35M |
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| Yield*: | 2.56% |
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* As of 28-Feb-13
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Headlines
- Top 5 Zacks #1 Ranked Balanced FundsZacks(Wed, Mar 27)
- Top 5 Highest Yielding Zacks #1 Ranked Balanced Mutual FundsZacks(Mon, Mar 25)
- Top 5 Zacks #1 Ranked Balanced FundsZacks(Tue, Mar 12)
- Top 5 Zacks #1 Ranked Balanced FundsZacks(Thu, Feb 14)
- Top 5 Zacks #1 Ranked Balanced FundsZacks(Wed, Jan 23)
- Top 5 Zacks #1 Ranked Balanced FundsZacks(Fri, Jan 11)
- Top 5 Zacks#1 Ranked Balanced FundsZacks(Wed, Dec 26)
- Top 5 Zacks#1 Ranked Balanced FundsZacks(Tue, Nov 6)
- Top 5 Highest Yielding Zacks #1 Ranked Balanced Mutual FundsZacks(Fri, Oct 26)
- Top 5 Highest Yielding Zacks #1 Ranked Balanced Mutual FundsZacks(Thu, Jul 12)
- Top 5 Highest Yielding Zacks #1 Ranked Balanced Mutual FundsZacks(Wed, Feb 29)
Top Holdings
| Symbol | % Assets | YTD Return % |
|---|
| MMM | 2.13 | 12.44 |
| EMR | 1.99 | 6.65 |
| SLB | 1.97 | 12.49 |
| VAL | 1.90 | -1.46 |
| UPS | 1.89 | 13.24 |
Fund Basics
| Morningstar Overall Rating: | |
| Total Assets: | 375.35M |
| Category: | Moderate Allocation |
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| Annual Report Expense Ratio (net): | 0.74% |
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Performance & Risk
| YTD Return: | 5.51% |
| 5y Avg Return: | 7.88% |
| Rank in Category (ytd): | 4 |
| % Rank in Category (ytd): | 0.39% |
| Beta (3y): | 0.97 |
| 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. Preference is given to higher rated investment grade fixed income securities (Baa or better by Moody's Investors Service). Lower rated convertible and non- convertible debt securities may be purchased.
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