Mairs & Power Fund Family Report
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  • Performance
    09-30-17

    Total ReturnCategory Average
    Total Return33.648.08-3.0515.539.09
    Category Average29.539.90-1.6610.3112.27
    Assets for Each Yr*4.645.184.705.636.00
    *billions

    Trailing Returns %
    09-30-17

      YTD 3 Year 5 Year    
    Fund Family 9.09 9.01 12.69

    Key Stats
    09-30-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $6,003 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
    10-20-17

      Sector YTD Return % % Net Assets  
    Ecolab Inc* Basic Materials 14.24 4.22
    US Bancorp* Financial Services 6.97 3.95
    Graco Inc* Industrials 55.73 3.74
    Medtronic PLC* Healthcare 11.88 3.57
    3M Co* Industrials 25.91 3.51
    Honeywell International Inc* Industrials 27.19 3.41
    Johnson & Johnson* Healthcare 25.75 3.23
    Donaldson Co Inc* Industrials 13.36 2.80
    Hormel Foods Corp* Consumer Defensive -9.74 2.68
    Bemis Co Inc* Consumer Cyclical 0.48 2.63
    Abbott Laboratories* Healthcare 49.39 2.62
    Walt Disney Co* Consumer Cyclical -3.88 2.45
    H.B. Fuller Co* Basic Materials 20.66 2.40
    Toro Co* Industrials 14.34 2.22
    Bio-Techne Corp* Healthcare 21.76 2.05
    General Mills Inc* Consumer Defensive -12.66 2.02
    Pentair PLC* Industrials 29.39 1.99
    Principal Financial Group Inc* Financial Services 19.48 1.90
    Pfizer Inc* Healthcare 15.09 1.85
    Schlumberger Ltd* Energy -22.99 1.79

    Best 5-Year Relative Performance | More
    10-20-17

    Worst 5-Year Relative Performance | More
    10-20-17

    Lowest Expenses | More
    10-20-17

    Highest Expenses | More
    10-20-17

    Longest Manager Tenure | More
    10-20-17

    Fund Name   Manager Name Avg Manager Tenure  
    Mairs & Power Balanc Ronald L. Kaliebe 7.30
    Mairs & Power Growth Mark L. Henneman 7.30
    Mairs & Power Small Andrew R. Adams 4.50

    Shortest Manager Tenure | More
    10-20-17

    Fund Name   Manager Name Avg Manager Tenure  
    Mairs & Power Small Andrew R. Adams 4.50
    Mairs & Power Balanc Ronald L. Kaliebe 7.30
    Mairs & Power Growth Mark L. Henneman 7.30