Mairs & Power Fund Family Report
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  • Select a Fund Family
  • Performance
    12-31-17

    Total ReturnCategory Average
    Total Return8.08-3.0515.5315.15--
    Category Average9.90-1.6610.3118.711.66
    Assets for Each Yr*5.184.705.636.156.15
    *billions

    Trailing Returns %
    12-31-17

      YTD 3 Year 5 Year    
    Fund Family 15.15 8.85 13.25

    Key Stats
    12-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $6,154 mil $2,500 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 4.0 84.00 0.86 Below Avg
    International Stock -- -- -- --
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    01-12-18

      Sector YTD Return % % Net Assets  
    Ecolab Inc* Basic Materials 2.61 4.22
    US Bancorp* Financial Services 6.35 3.95
    Graco Inc* Industrials 3.76 3.74
    Medtronic PLC* Healthcare 5.82 3.57
    3M Co* Industrials 3.87 3.51
    Honeywell International Inc* Industrials 3.72 3.41
    Johnson & Johnson* Healthcare 4.32 3.23
    Donaldson Co Inc* Industrials 4.66 2.80
    Hormel Foods Corp* Consumer Defensive -4.54 2.68
    Bemis Co Inc* Consumer Cyclical -0.27 2.63
    Abbott Laboratories* Healthcare 3.59 2.62
    Walt Disney Co* Consumer Cyclical 4.61 2.45
    H.B. Fuller Co* Basic Materials -0.52 2.40
    Toro Co* Industrials 2.68 2.22
    Bio-Techne Corp* Healthcare 8.08 2.05
    General Mills Inc* Consumer Defensive -1.60 2.02
    Pentair PLC* Industrials 4.45 1.99
    Principal Financial Group Inc* Financial Services 5.17 1.90
    Pfizer Inc* Healthcare 0.88 1.85
    Schlumberger Ltd* Energy 15.70 1.79

    Best 5-Year Relative Performance | More
    01-12-18

    Worst 5-Year Relative Performance | More
    01-12-18

    Lowest Expenses | More
    01-12-18

    Highest Expenses | More
    01-12-18

    Longest Manager Tenure | More
    01-12-18

    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
    01-12-18

    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