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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1142 | 1035 | 1200 | 1145 | 1468 | 2058 |
Fund Return | 14.23% | 3.53% | 20.02% | 4.61% | 7.97% | 7.48% |
Place in category | 343 | 276 | 277 | 344 | 261 | 143 |
% in Category | 48 | 44 | 40 | 52 | 42 | 30 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Mairs & Power Growth Inv | 5.53B | 25.18 | 9.61 | 11.87 | ||
Mairs & Power Small Cap | 313.26M | 15.40 | 5.34 | 8.61 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 110.44B | 16.59 | 6.58 | 8.25 | ||
Vanguard Wellington Admiral | 102.03B | 17.05 | 6.03 | 8.62 | ||
American Funds American Balanced R6 | 55.48B | 16.91 | 6.91 | 8.59 | ||
Vanguard Balanced Index Adm | 47.65B | 17.54 | 5.48 | 8.44 | ||
Fidelity Advisor Balanced A | 42.26B | 18.41 | 6.40 | 9.45 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 3.86 | 423.35 | +1.14% | |
Alphabet C | US02079K1079 | 3.55 | 193.13 | +1.31% | |
UnitedHealth | US91324P1021 | 3.15 | 513.00 | +1.68% | |
Fiserv | US3377381088 | 2.94 | 208.57 | +1.26% | |
JPMorgan | US46625H1005 | 2.57 | 243.28 | +1.37% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Neutral | Buy |
Technical Indicators | Strong Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Sell | Strong Buy |
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