A sound investment process and strong management team underpin Mairs & Power Balanced's Morningstar Quantitative Rating of Silver. The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.
- NAV / 1-Day Return 97.23 / 0.63 %
- Total Assets 815.9 Mil
Adj. Expense Ratio
- Expense Ratio 0.690%
- Distribution Fee Level Below Average
- Share Class Type No Load
- Category Allocation—50% to 70% Equity
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status Closed
- TTM Yield 1.83%
- Turnover 13%
Morningstar’s Analysis MAPOX
Will MAPOX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.