MSCFX – Fund Analysis – Mairs & Power Small Cap | Morningstar

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Will MSCFX outperform in future?

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

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Process Pillar

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

The People Pillar is our evaluation of the MSCFX 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 MSCFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Calmer waters ahead.

Associate Director Tony Thomas

Tony Thomas

Associate Director

Summary

Mairs & Power Small Cap has deftly navigated a difficult personnel situation, positioning this small-blend strategy for long-term success.

by Tony Thomas

Rated on Feb 29, 2024 Published on Feb 29, 2024

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