Morningstar

Mairs & Power Small Cap Fund MSCFX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See Mairs & Power Investment Hub
  • NAV / 1-Day Return $35.22  /  −0.37 %
  • Fund Size $234.8M
  • Adjusted Expense Ratio 0.970%
  • Net Expense Ratio 0.970%
  • Fee Level: Distribution Below Average
  • Share Class Type No Load
  • Morningstar Category Small Blend
  • Equity Style Box (Funds) Small Blend
  • Minimum Initial Investment $2,500
  • Investment Status Open
  • TTM Yield < 0.01%
  • Turnover Ratio 19%
NAV and 1-Day Return as of

Morningstar’s Analysis MSCFX

Will MSCFX outperform in the 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 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.

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.

by Margaret Giles
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings MSCFX

More MSCFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 36.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cognex Corp

4.07 10M
Technology

Bentley Systems Inc Ordinary Shares - Class B

4.05 9M
Technology

RadNet Inc

3.93 9M
Healthcare

Plexus Corp

3.90 9M
Technology

Ambarella Inc

3.76 9M
Technology

Entegris Inc

3.61 8M
Technology

QCR Holdings Inc

3.55 8M
Financial Services

AAR Corp

3.46 8M
Industrials

JBT Marel Corp

3.34 8M
Industrials

The Toro Co

3.20 7M
Industrials

Sponsor Center