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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: $81.61 on 9/3/2015, Change: +0.23 (0.28%)

 

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

Fund Manager Information

Fund Manager Tenure: 9.7 years
Fund Family: Mairs & Power
Fund Category: Moderate Allocation
Fund Performance: Jul 30, 2015
Fundmojo Fund Grade: A (Score: 0.73)     (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 Jul 30, 2015

  • Mairs & Power Balanced Inv Fund (MAPOX) management has been with Mairs & Power Balanced Inv Fund for 9.7 years
  • Mairs & Power Balanced Inv Fund (MAPOX) has good mid-term performance (3-year return 10.99% vs 10.10% Moderate Allocation category median performance)
  • Mairs & Power Balanced Inv Fund (MAPOX) has good Long-term performance (5-year return 11.22% vs 9.59% 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 4.53% vs Moderate Allocation average of 43.56%. It is good that Mairs & Power Balanced Inv management does not trade extensively for its return.
  • Mairs & Power Balanced Inv Fund (MAPOX) has a lower expense ratio than its Moderate Allocation average: 0.72% vs 0.89%
  • 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 Jul 30, 2015

  • Mairs & Power Balanced Inv Fund (MAPOX) has a less-than-ideal short-term performance (1-year return 4.04% vs 5.00% Moderate Allocation category median performance)
  • Mairs & Power Balanced Inv Fund (MAPOX) is more volatile than its peers as it has a 3-year Standard Deviation of 6.27 that is higher than category average of 5.91
  • Asset base in Mairs & Power Balanced Inv Fund (MAPOX) has been consistently decreasing in the last 2 months. It shows lacks of investor confidence and market support
See Mairs & Power Balanced Inv Fund (MAPOX) performance details as of Jul 30, 2015

 

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 Inv-0.054.0410.9911.22
American Funds American Balanced R6 (RLBGX)2.438.1112.6312.51Compare
VY Invesco Equity and Income S2 (IVIPX)2.175.9312.9711.15Compare
Thrivent Balanced Income Plus I (IBBFX)3.125.8011.6310.56Compare

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 Core Growth Allocation (AOR)2.38%5.05%9.71%
AdvisorShares Global Echo ETF (GIVE)-0.31%4.44%8.01%
SPDR SSgA Income Allocation ETF (INKM)-0.62%1.01%5.09%
Multi-Asset Diversified Income ETF (MDIV)-2.82%-2.29%NaN
AdvisorShares Pring Turner Bus Cycle ETF (DBIZ)-2.49%-11.47%NaN

 

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
07/2015$714.94M
05/2015$739.04M
04/2015$744.32M
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
06/20152.26%63.8%33.47%0%
03/20152.69%62.82%34.03%0%
01/20153.77%60.2%35.56%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

Jun 29, 2015
United Parcel Service, Inc. Com [2.77%]
Medtronic plc. Ordinary Shares [2.62%]
U.S. Bancorp Common Stock [2.6%]
Target Corporation Common Stock [2.4%]
Exxon Mobil Corporation Common [2.29%]
Deluxe Corporation Common Stock [2.08%]
Johnson & Johnson Common Stock [2.05%]
Emerson Electric Company Common [1.99%]
Ecolab Inc. Common Stock [1.95%]
Schlumberger N.V. Common Stock [1.93%]

Mar 30, 2015
United Parcel Service, Inc. Com [2.63%]
Medtronic plc. Ordinary Shares [2.62%]
Target Corporation Common Stock [2.51%]
U.S. Bancorp Common Stock [2.48%]
Deluxe Corporation Common Stock [2.31%]
Exxon Mobil Corporation Common [2.22%]
Johnson & Johnson Common Stock [1.94%]
Emerson Electric Company Common [1.93%]
3M Company Common Stock [1.89%]
Ecolab Inc. Common Stock [1.87%]

Jan 30, 2015
United Parcel Service, Inc. Com [2.69%]
Medtronic plc. Ordinary Shares [2.49%]
Exxon Mobil Corporation Common [2.35%]
Target Corporation Common Stock [2.33%]
Deluxe Corporation Common Stock [2.25%]
U.S. Bancorp Common Stock [2.07%]
Emerson Electric Company Common [2.01%]
3M Company Common Stock [1.92%]
Schlumberger N.V. Common Stock [1.82%]
Principal Financial Group Inc C [1.68%]
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)

 

Mairs & Power Balanced Inv Fund (MAPOX) Related ResourcesSee more information on Mairs & Power Balanced Inv (MAPOX) Fund

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