Mairs Power Balanced Fund Quote
| MAPOX Fund | USD 113.00 0.71 0.63% |
Performance7 of 100
| Odds Of DistressLess than 19
|
Mairs Power is trading at 113.00 as of the 24th of November 2024; that is 0.63 percent up since the beginning of the trading day. The fund's open price was 112.29. Mairs Power has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Mairs Power Balanced are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 25th of October 2024 and ending today, the 24th of November 2024. Click here to learn more.
The fund invests primarily in U.S. common stock and other securities convertible into common stock as well as fixed income securities such as corporate bonds and U.S. government securities. The fund may also invest in securities of foreign issuers which are listed on a U.S. More on Mairs Power Balanced
Moving together with Mairs Mutual Fund
| 0.89 | MPGFX | Mairs Power Growth | PairCorr |
| 0.93 | MSCFX | Mairs Power Small | PairCorr |
| 0.81 | FBONX | American Funds American | PairCorr |
| 0.81 | FBAFX | American Funds American | PairCorr |
| 0.86 | ABALX | American Balanced | PairCorr |
Moving against Mairs Mutual Fund
Mairs Mutual Fund Highlights
| Fund Concentration | Mairs & Power Funds, Large Blend Funds, Allocation--50% to 70% Equity Funds, Allocation--50% to 70% Equity, Mairs & Power (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 30th of April 2021 |
| Fiscal Year End | December |
Mairs Power Balanced [MAPOX] is traded in USA and was established 24th of November 2024. Mairs Power is listed under Mairs & Power category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of Mairs & Power family. This fund now has accumulated 945.23 M in assets with minimum initial investment of 2.5 K. Mairs Power Balanced is currently producing year-to-date (YTD) return of 11.79% with the current yeild of 0.02%, while the total return for the last 3 years was 2.94%.
Check Mairs Power Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Mairs Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Mairs Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Mairs Power Balanced Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Mairs Power Balanced Mutual Fund Constituents
| PFE | Pfizer Inc | Stock | Health Care | |
| RHHBY | Roche Holding Ltd | OTC Stock | Health Care | |
| HRL | Hormel Foods | Stock | Consumer Staples | |
| LLY | Eli Lilly and | Stock | Health Care | |
| V | Visa Class A | Stock | Financials | |
| USB | US Bancorp | Stock | Financials | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| TTC | Toro Co | Stock | Industrials |
Mairs Power Balanced Risk Profiles
| Mean Deviation | 0.359 | |||
| Semi Deviation | 0.294 | |||
| Standard Deviation | 0.4779 | |||
| Variance | 0.2284 |
Mairs Power Against Markets
Other Information on Investing in Mairs Mutual Fund
Mairs Power financial ratios help investors to determine whether Mairs Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Mairs with respect to the benefits of owning Mairs Power security.
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