Mairs & Power Fund Family Report
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  • Select a Fund Family
  • Performance
    10-31-18

    Total ReturnCategory Average
    Total Return8.08-3.0515.5315.150.76
    Category Average9.90-1.6610.3118.710.24
    Assets for Each Yr*5.184.705.636.155.51
    *billions

    Trailing Returns %
    10-31-18

      YTD 3 Year 5 Year    
    Fund Family 0.76 9.67 8.02

    Key Stats
    10-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $5,511 mil $2,500 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.0 84.79 0.84 Below Avg
    International Stock -- -- -- --
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    11-13-18

      Sector YTD Return % % Net Assets  
    US Bancorp* Financial Services 2.02 4.11
    Alphabet Inc Class C* Technology -0.99 3.84
    Medtronic PLC* Healthcare 15.83 3.56
    Bio-Techne Corp* Healthcare 26.01 2.76
    Walt Disney Co* Consumer Cyclical 9.47 2.64
    Microsoft Corp* Technology 26.49 1.79
    Principal Financial Group Inc* Financial Services -28.34 1.78
    Bemis Co Inc* Consumer Cyclical 2.91 1.68
    H.B. Fuller Co* Basic Materials -13.41 1.64
    UnitedHealth Group Inc* Healthcare 23.27 1.62
    Pfizer Inc* Healthcare 23.91 1.61
    General Mills Inc* Consumer Defensive -19.99 1.28
    Qualcomm Inc* Technology -12.57 1.18
    Tennant Co* Industrials -17.25 1.16
    Wells Fargo & Co* Financial Services -10.37 1.05
    United Parcel Service Inc Class * Industrials -5.89 1.00
    Badger Meter Inc* Technology 8.74 0.93
    Snap-on Inc* Industrials -6.84 0.82
    The Home Depot Inc* Consumer Cyclical -3.93 0.51
    Baxter International Inc* Healthcare -1.66 0.46

    Best 5-Year Relative Performance | More
    11-13-18

    Worst 5-Year Relative Performance | More
    11-13-18

    Lowest Expenses | More
    11-13-18

    Highest Expenses | More
    11-13-18

    Longest Manager Tenure | More
    11-13-18

    Fund Name   Manager Name Avg Manager Tenure  
    Mairs & Power Growth Mark L. Henneman 8.40
    Mairs & Power Balanc Ronald L. Kaliebe 5.80
    Mairs & Power Small Andrew R. Adams 5.60

    Shortest Manager Tenure | More
    11-13-18

    Fund Name   Manager Name Avg Manager Tenure  
    Mairs & Power Small Andrew R. Adams 5.60
    Mairs & Power Balanc Ronald L. Kaliebe 5.80
    Mairs & Power Growth Mark L. Henneman 8.40