Mairs & Power Fund Family Report
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  • Performance
    11-30-17

    Total ReturnCategory Average
    Total Return33.648.08-3.0515.5314.86
    Category Average29.539.90-1.6610.3117.48
    Assets for Each Yr*4.645.184.705.636.24
    *billions

    Trailing Returns %
    11-30-17

      YTD 3 Year 5 Year    
    Fund Family 14.86 9.07 13.48

    Key Stats
    11-30-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $6,243 mil $2,500 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 4.0 84.22 0.86 Below Avg
    International Stock -- -- -- --
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    12-15-17

      Sector YTD Return % % Net Assets  
    Ecolab Inc* Basic Materials 16.28 4.22
    US Bancorp* Financial Services 7.77 3.95
    Graco Inc* Industrials 64.05 3.74
    Medtronic PLC* Healthcare 19.12 3.57
    3M Co* Industrials 35.91 3.51
    Honeywell International Inc* Industrials 35.51 3.41
    Johnson & Johnson* Healthcare 26.53 3.23
    Donaldson Co Inc* Industrials 17.16 2.80
    Hormel Foods Corp* Consumer Defensive 7.64 2.68
    Bemis Co Inc* Consumer Cyclical 0.96 2.63
    Abbott Laboratories* Healthcare 47.25 2.62
    Walt Disney Co* Consumer Cyclical 8.32 2.45
    H.B. Fuller Co* Basic Materials 12.27 2.40
    Toro Co* Industrials 16.58 2.22
    Bio-Techne Corp* Healthcare 27.19 2.05
    General Mills Inc* Consumer Defensive -4.76 2.02
    Pentair PLC* Industrials 24.04 1.99
    Principal Financial Group Inc* Financial Services 24.85 1.90
    Pfizer Inc* Healthcare 18.47 1.85
    Schlumberger Ltd* Energy -23.66 1.79

    Best 5-Year Relative Performance | More
    12-15-17

    Worst 5-Year Relative Performance | More
    12-15-17

    Lowest Expenses | More
    12-15-17

    Highest Expenses | More
    12-15-17

    Longest Manager Tenure | More
    12-15-17

    Fund Name   Manager Name Avg Manager Tenure  
    Mairs & Power Balanc Ronald L. Kaliebe 7.50
    Mairs & Power Growth Mark L. Henneman 7.50
    Mairs & Power Small Andrew R. Adams 4.70

    Shortest Manager Tenure | More
    12-15-17

    Fund Name   Manager Name Avg Manager Tenure  
    Mairs & Power Small Andrew R. Adams 4.70
    Mairs & Power Balanc Ronald L. Kaliebe 7.50
    Mairs & Power Growth Mark L. Henneman 7.50