| 77.86 Net Asset Value | +0.44% 1 Day | +9.93% Year-to-Date | Overall Morningstar Rating |
| Moderate allocation Style or Category | No Load Sales Expenses | 0.75% Expense Ratio | Below Average Morningstar Risk Rating™ |
| 1 month | -1.41% | 3 years | +13.60% | |
| 3 months | +2.73% | 5 years | +8.71% | |
| 1 year | +20.60% | Since inception | +9.76% |
| MAPOX | Category | |
|---|---|---|
| Performance 5-yr return | +8.71% | +4.79% |
| Expense ratio | 0.75% | 1.34% |
| Risk 5 year sharpe ratio | 0.66 | 0.36 |
| Net assets | $469.7M | $2.1B |
| Average market cap | $32.5B | $37.7B |
| Average P/E | 15.7 | 16.2 |
| Portfolio turnover | 5% | 5% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Mairs & Power |
| Fund manager & tenure | William Frels / 20 Years |
| Minimal initial investment | $2,500.00 |
| Minimum IRA investment | $1,000.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Industrial materials | 32.38% |
| Financial service | 18.64% |
| Energy | 13.18% |
| Healthcare | 13.12% |
| Consumer goods | 7.58% |
| MDT Medtronic, Inc. | 2.76% |
| EMR Emerson Electric Co. | 2.70% |
| XOM Exxon Mobil Corporation | 2.54% |
| UPS United Parcel Service Inc (UPS) Class B | 2.52% |
| USB U.S. Bancorp | 2.50% |
| SLB Schlumberger NV | 2.34% |
| WU Western Union Company | 2.10% |
| MMM 3M Co | 2.01% |
| VAL Valspar Corporation | 1.84% |
| COP ConocoPhillips | 1.78% |
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