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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1041 | 1011 | 1142 | 1075 | 1473 | 1935 |
Fund Return | 4.14% | 1.15% | 14.16% | 2.45% | 8.05% | 6.83% |
Place in category | 546 | 705 | 469 | 334 | 246 | 160 |
% in Category | 72 | 92 | 61 | 51 | 40 | 34 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Mairs & Power Growth Inv | 5.49B | 10.81 | 7.93 | 11.07 | ||
Mairs & Power Small Cap | 308.66M | 2.23 | 1.04 | 7.67 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 103.95B | 5.79 | 4.12 | 7.77 | ||
Vanguard Wellington Admiral | 97.95B | 5.98 | 4.42 | 8.07 | ||
American Funds American Balanced R6 | 51.55B | 5.90 | 4.43 | 8.09 | ||
Vanguard Balanced Index Adm | 43.78B | 5.49 | 3.46 | 7.86 | ||
Fidelity Balanced K | 42.26B | 7.56 | 5.14 | 9.49 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 3.96 | - | - | |
Alphabet Inc Class C | - | 3.39 | - | - | |
JPMorgan Chase & Co | - | 2.76 | - | - | |
Fiserv Inc | - | 2.60 | - | - | |
UnitedHealth Group Inc | - | 2.39 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Strong Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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