MAPOX - Mairs & Power Balanced Inv

Nasdaq - Nasdaq Delayed Price. Currency in USD

Mairs & Power Balanced Inv

Mairs & Power Funds TrustW1520 First National Bank Building 332 Minnesota SSt. Paul, MN 55101-1363
800-304-7404
Management Information
Kevin V. Earley,Lead Manager since December 31, 2014
Kevin V. Earley joined Mairs and Power, Inc. in 2013 as Vice President, Equity Analyst and Investment Manager. Effective January 1, 2015, Mr. Earley was named co‐manager. Mr. Earley began his investment career as an equity research analyst with FAF Advisors, later becoming a portfolio manager as part of that firm’s mid‐ to large‐value team. In recent years, Mr. Earley had co‐managed two mutual funds at Nuveen Asset Management. Mr. Earley earned a BS in Finance from Santa Clara University and then earned his MBA with a concentration in finance from the University of Minnesota, Carlson School of Management. Mr. Earley is a CFA charterholder and is a member of the CFA Institute and CFA Society of Minnesota, as well as a Chartered Investment Counselor.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryAllocation--50% to 70% Equity
Fund FamilyMairs & Power
Net Assets907.64M
YTD Return-3.52%
Yield2.22%
Morningstar Rating★★★★
Inception DateNov 9, 1961

Fund Operations

Last Dividend0.55
Last Cap Gain0.00
Holdings Turnover13.13%
Average for CategoryN/A

Fees & Expenses

ExpenseMAPOXCategory Average
Annual Report Expense Ratio (net)0.71%0.84%
Prospectus Net Expense Ratio0.71%N/A
Prospectus Gross Expense Ratio0.71%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.16%
Max Deferred Sales LoadN/A1.83%
3 Yr Expense Projection230N/A
5 Yr Expense Projection401N/A
10 Yr Expense Projection894N/A