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Mairs & Power Small Cap MSCFX

Medalist Rating as of | See Mairs & Power Investment Hub
  • NAV / 1-Day Return 29.65  /  −0.03 %
  • Total Assets 311.5 Mil
  • Adj. Expense Ratio
    0.940%
  • Expense Ratio 0.940%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.19%
  • Turnover 19%

USD | NAV as of Jun 21, 2024 | 1-Day Return as of Jun 21, 2024, 10:17 PM GMT+0

Morningstar’s Analysis MSCFX

Will MSCFX outperform in future?

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

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.

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Portfolio Holdings MSCFX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 37.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

The AZEK Co Inc Class A

4.31 14.2 Mil
Industrials

Casey's General Stores Inc

4.19 13.8 Mil
Consumer Cyclical

nVent Electric PLC

3.85 12.7 Mil
Industrials

Hub Group Inc Class A

3.83 12.6 Mil
Industrials

Wintrust Financial Corp

3.78 12.5 Mil
Financial Services

H.B. Fuller Co

3.61 11.9 Mil
Basic Materials

AAR Corp

3.59 11.8 Mil
Industrials

Altair Engineering Inc Class A

3.57 11.8 Mil
Technology

Medpace Holdings Inc

3.48 11.5 Mil
Healthcare

Littelfuse Inc

3.47 11.4 Mil
Technology