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Morningstar

Mairs & Power Growth MPGFX

Morningstar Medalist Rating
Medalist Rating as of | See Mairs & Power Investment Hub
  • NAV / 1-Day Return 154.87  /  +0.75 %
  • Total Assets 5.1 Bil
  • Adj. Expense Ratio
    0.630%
  • Expense Ratio 0.630%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.74%
  • Turnover 13%

USD | NAV as of Apr 22, 2024 | 1-Day Return as of Apr 22, 2024, 9:35 PM GMT+0

Morningstar’s Analysis MPGFX

Will MPGFX outperform in future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MPGFX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MPGFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of MPGFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

An established strategy that’s getting better around the edges.

Associate Director Tony Thomas

Tony Thomas

Associate Director

Summary

Mairs & Power Growth, which launched in 1958, is taking the right steps to maintain—and in some places regain—its competitive edge.

by Tony Thomas
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Portfolio Holdings MPGFX

More MPGFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 48.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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Technology

Amazon.com Inc

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Consumer Cyclical

UnitedHealth Group Inc

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Healthcare

JPMorgan Chase & Co

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Financial Services

Alphabet Inc Class C

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Communication Services

Graco Inc

3.53 193.0 Mil
Industrials

U.S. Bancorp

2.91 159.4 Mil
Financial Services

Fiserv Inc

2.89 158.1 Mil
Technology

The Toro Co

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Industrials