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Mairs & Power Balanced Inv (MAPOX) Fund Ranking and Research

Ranking, Research and Recommendation of Mairs & Power Balanced Inv (MAPOX) Fund

    Last Trade: $85.44 on 10/30/2014, Change: +0.34 (0.4%)

 

Graph of Mairs & Power Balanced Inv Fund (MAPOX) ManagerFund Manager - Ronald L. Kaliebe

Fund Manager Information

Fund Manager Tenure: 8.8 years
Fund Family: Mairs & Power
Fund Category: Moderate Allocation
Fund Performance: Sep 29, 2014
Fundmojo Fund Grade: A+ (Score: 0.83)     (What does this score mean?)
Kaliebe is a vice president and director of Miars and Power, Inc. He is also a co-manager of the company. Kaliebe has been an officer of compay since January,2001. Prior to 2001 he served as a vice president and chief investment Officer at MSI Insurance Companies.  Get more insights on Ronald L. Kaliebe

 

Graph of Mairs & Power Balanced Inv Fund (MAPOX) ProfileMairs & Power Balanced Inv Fund (MAPOX) Profile

Fund Profile and Description

The objectives of the fund are to provide shareholders with regular current income, the potential for capital appreciation and a moderate level of risk by investing in a diversified portfolio. The objective of the investment is also to provide a current income yield of at least 25% greater than that of the S&P 500 index. Mairs & Power Balanced Inv Fund emphasizes investments in common stock and other securities convertible into common stock as well as fixed income securities. Preference is given to higher rated investment grade fixed income securities (Baa or better by Moody's Investors Service). Lower rated convertible and non- convertible debt securities may be purchased.

 

Mairs & Power Balanced Inv (MAPOX) Fund Strength What we like about Mairs & Power Balanced Inv (MAPOX) Fund

Data for Mairs & Power Balanced Inv Fund (MAPOX) as of Sep 29, 2014

  • Mairs & Power Balanced Inv Fund (MAPOX) management has been with Mairs & Power Balanced Inv Fund for 8.8 years
  • Mairs & Power Balanced Inv Fund (MAPOX) has good short-term performance (1-year return 10.51% vs 10.18% Moderate Allocation category median performance)
  • Mairs & Power Balanced Inv Fund (MAPOX) has good mid-term performance (3-year return 16.49% vs 13.62% Moderate Allocation category median performance)
  • Mairs & Power Balanced Inv Fund (MAPOX) has good Long-term performance (5-year return 12.41% vs 9.80% Moderate Allocation category median performance)
  • Mairs & Power Balanced Inv Fund (MAPOX) ratio of up-years vs down years is greater than 2
  • Mairs & Power Balanced Inv Fund (MAPOX) has a Morningstar rating of 4 and above
  • Mairs & Power Balanced Inv Fund (MAPOX) has an annual stock turnover rate of 3.02% vs Moderate Allocation average of 40.71%. It is good that Mairs & Power Balanced Inv management does not trade extensively for its return.
  • Mairs & Power Balanced Inv Fund (MAPOX) is less volatile than its peers as it has a 3-year Standard Deviation of 7.53, lower than category average of 8.47
  • Mairs & Power Balanced Inv Fund (MAPOX) has a lower expense ratio than its Moderate Allocation average: 0.72% vs 0.93%
  • Mairs & Power Balanced Inv Fund (MAPOX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Mairs & Power Balanced Inv Fund (MAPOX) Weakness What we are cautious about Mairs & Power Balanced Inv (MAPOX) Fund

Data for Mairs & Power Balanced Inv Fund (MAPOX) as of Sep 29, 2014

See Mairs & Power Balanced Inv Fund (MAPOX) performance details as of Sep 29, 2014

 

What do you think?

 

Compare Mairs & Power Balanced Inv Fund (MAPOX)Compare with other top Moderate Allocation category mutual funds

Aadditional top Moderate Allocation mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Mairs & Power Balanced Inv4.0810.5116.4912.41
American Beacon Balanced A (ABFAX)6.4112.6316.3111.14Compare
American Funds Inc Fund of Amer R6 (RIDGX)6.5713.0315.4812.26Compare
American Beacon Balanced Y (ACBYX)6.7413.0416.7311.53Compare

See top fund managers for Moderate Allocation Category Funds

 

Compare Mairs & Power Balanced Inv Fund (MAPOX)Compare with Moderate Allocation category ETFs

Some Moderate Allocation ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares S&P Growth Allocation (AOR)3.70%9.28%12.54%

 

Graph of Mairs & Power Balanced Inv Fund (MAPOX) Net Asset TrackingMairs & Power Balanced Inv (MAPOX) Fund Net Asset

Track net asset change of Mairs & Power Balanced Inv fund (MAPOX)

DateNet Asset
09/2014$674.11M
08/2014$674.11M
07/2014$654.09M
More historic net asset information on Mairs & Power Balanced Inv Fund (MAPOX)

  

Graph of Mairs & Power Balanced Inv Fund (MAPOX) Portfolio TrackingMairs & Power Balanced Inv (MAPOX) Fund Portfolio Allocation

Track portfolio allocation change of Mairs & Power Balanced Inv fund (MAPOX)

DateCashStockBondOther
08/20144.01%60.9%34.59%0%
06/20143.93%61.18%34.39%0%
05/20143.27%61.03%35.18%0%
Click here to see more historic asset allocation information on Mairs & Power Balanced Inv Fund (MAPOX)

 

graph of Mairs & Power Balanced Inv Fund (MAPOX) Top 10 Position TrackingTop 10 Holdings in Mairs & Power Balanced Inv (MAPOX) Fund

Discover what Mairs & Power Balanced Inv Fund (MAPOX) manager is buying

Aug 30, 2014
United Parcel Service, Inc. Com [2.77%]
Schlumberger N.V. Common Stock [2.55%]
Medtronic Inc. Common Stock [2.4%]
Exxon Mobil Corporation Common [2.36%]
Emerson Electric Company Common [2.33%]
Deluxe Corporation Common Stock [2.23%]
U.S. Bancorp Common Stock [2.16%]
Target Corporation Common Stock [2.06%]
Principal Financial Group Inc C [1.94%]
ConocoPhillips Common Stock [1.87%]

Jun 29, 2014
Schlumberger N.V. Common Stock [2.79%]
United Parcel Service, Inc. Com [2.71%]
Emerson Electric Company Common [2.45%]
Medtronic Inc. Common Stock [2.44%]
Exxon Mobil Corporation Common [2.4%]
U.S. Bancorp Common Stock [2.26%]
Deluxe Corporation Common Stock [2.23%]
ConocoPhillips Common Stock [2%]
Target Corporation Common Stock [2%]
3M Company Common Stock [1.87%]

May 30, 2014
United Parcel Service, Inc. Com [2.81%]
Schlumberger N.V. Common Stock [2.56%]
Emerson Electric Company Common [2.51%]
Exxon Mobil Corporation Common [2.49%]
Medtronic Inc. Common Stock [2.43%]
U.S. Bancorp Common Stock [2.29%]
Deluxe Corporation Common Stock [2.22%]
Target Corporation Common Stock [2%]
ConocoPhillips Common Stock [1.94%]
3M Company Common Stock [1.94%]
Click here for Stock Holding Change Map in Mairs & Power Balanced Inv Fund (MAPOX)

  

Latest News on Mairs & Power Balanced Inv (MAPOX) Fund

See what is happening with Mairs & Power Balanced Inv Fund (MAPOX)

 

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