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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1019 | 1015 | 1102 | 1064 | 1395 | 1918 |
Fund Return | 1.94% | 1.48% | 10.19% | 2.08% | 6.89% | 6.73% |
Place in category | 349 | 415 | 359 | 286 | 198 | 151 |
% in Category | 47 | 53 | 49 | 44 | 32 | 33 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Mairs & Power Growth Inv | 5.51B | 5.47 | 6.38 | 10.66 | ||
Mairs & Power Small Cap | 325.67M | 0.62 | 0.33 | 7.48 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 104.77B | 2.71 | 3.71 | 7.63 | ||
Vanguard Wellington Admiral | 98.09B | 2.55 | 3.57 | 7.87 | ||
American Funds American Balanced R6 | 51.92B | 2.82 | 4.04 | 7.96 | ||
Vanguard Balanced Index Adm | 44.21B | 1.89 | 2.39 | 7.68 | ||
Fidelity Balanced K | 42.26B | 3.72 | 4.10 | 9.32 |
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 | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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