Mairs & Power Small Cap Fund MSCFX

Morningstar Medalist Rating
  • NAV / 1-Day Return$35.87  /  −0.19%
  • Fund Size$238.0M
  • Adjusted Expense Ratio0.970%
  • Net Expense Ratio0.970%
  • Fee Level: DistributionBelow Average
  • Share Class TypeNo Load
  • Morningstar CategorySmall Blend
  • Equity Style Box (Funds)Small Blend
  • Minimum Initial Investment$2,500
  • Investment StatusOpen
  • TTM Yield< 0.01%
  • Turnover Ratio19%

Morningstar’s Analysis MSCFX

Will MSCFX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

A deeper team using a shorter leash.

Analyst Margaret Giles

Margaret Giles

Analyst

Summary

Mairs & Power Small Cap added a new comanager and has grown more decisive about cutting its losers after a disappointing stretch. Those are encouraging steps, and the strategy’s core strengths remain intact.

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Portfolio Holdings MSCFX

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings36.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cognex Corp

4.0710M
Technology

Bentley Systems Inc Ordinary Shares - Class B

4.059M
Technology

RadNet Inc

3.939M
Healthcare

Plexus Corp

3.909M
Technology

Ambarella Inc

3.769M
Technology

Entegris Inc

3.618M
Technology

QCR Holdings Inc

3.558M
Financial Services

AAR Corp

3.468M
Industrials

JBT Marel Corp

3.348M
Industrials

The Toro Co

3.207M
Industrials

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