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Mairs & Power Balanced (MAPOX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
93.90-0.28 (-0.30%)
At close: 08:01PM EDT

Mairs & Power Balanced

St. Paul, MN 55101-1363

W1520 First National Bank Building 332 Minnesota Street

Mairs & Power Funds Trust

(651) 222-8478
Management Information
,Lead Manager since December 31, 2014
Kevin V. Earley joined Mairs & Power, Inc. in 2013 as Vice President, Equity Analyst and Investment Manager. Effective January 1, 2015, Mr. Earley was named co-manager of the Mairs & Power Balanced Fund. Mr. Earley began his investment career as an equity research analyst with FAF Advisors, later becoming a portfolio manager. 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 Assets775.4M
YTD Return2.49%
Morningstar Rating★★★★
Inception DateJan 9, 1961

Fund Operations

Last Dividend1.49
Last Cap Gain25.00
Holdings Turnover9.68%
Average for CategoryN/A

Fees & Expenses

ExpenseMAPOXCategory Average
Annual Report Expense Ratio (net)0.69%0.84%
Prospectus Net Expense Ratio0.69%N/A
Prospectus Gross Expense Ratio0.69%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.07%
Max Deferred Sales LoadN/A1.48%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A