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Morningstar

Mairs & Power Small Cap MSCFX

Morningstar Medalist Rating
Medalist Rating as of | See Mairs & Power Investment Hub
  • NAV / 1-Day Return 31.52  /  −0.54 %
  • Total Assets 330.3 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 Jul 23, 2024 | 1-Day Return as of Jul 23, 2024, 10:18 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.

  • 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
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Portfolio Holdings MSCFX

More MSCFX Holdings
  • 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

Casey's General Stores Inc

4.48 14.0 Mil
Consumer Cyclical

Altair Engineering Inc Class A

4.16 13.0 Mil
Technology

AAR Corp

4.09 12.7 Mil
Industrials

Hub Group Inc Class A

3.98 12.4 Mil
Industrials

Piper Sandler Cos

3.92 12.2 Mil
Financial Services

Medpace Holdings Inc

3.75 11.7 Mil
Healthcare

Littelfuse Inc

3.68 11.5 Mil
Technology

H.B. Fuller Co

3.68 11.5 Mil
Basic Materials

John Bean Technologies Corp

3.68 11.5 Mil
Industrials

Clearfield Inc

3.41 10.6 Mil
Technology