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.
Mairs & Power Small Cap Fund MSCFX
- NAV / 1-Day Return $34.24 / −1.72 %
- Fund Size $229.8M
- 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 Growth
- Minimum Initial Investment $2,500
- Investment Status Open
- TTM Yield < 0.01%
- Turnover Ratio 19%
Morningstar’s Analysis MSCFX
Will MSCFX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 38.8
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
AAR Corp | 4.52 | 12M | Industrials |
Plexus Corp | 4.48 | 12M | Technology |
Ambarella Inc | 4.02 | 11M | Technology |
Cognex Corp | 3.98 | 11M | Technology |
Bio-Techne Corp | 3.93 | 11M | Healthcare |
Knife River Corp | 3.92 | 11M | Basic Materials |
Entegris Inc | 3.77 | 10M | Technology |
JBT Marel Corp | 3.63 | 10M | Industrials |
Bentley Systems Inc Ordinary Shares - Class B | 3.28 | 9M | Technology |
nVent Electric PLC | 3.25 | 9M | Industrials |
United States