Mairs and Power

Mairs and Power

Mairs & Power Inc
Last update 2020-05-15 199 Stocks (3 new)
Value $6.85 Bil Turnover 4 %
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Mairs and Power Profile

Mairs and Power Inc is a small firm whose strength and success has resulted from applying a conservative growth investment approach consistently for over 70 years. Both the Growth and Balanced Funds are built on a foundation of selected quality growth stocks purchased at what management considers to be reasonable valuation levels. When these securities are purchased, the intention is to hold these issues for relatively long periods of time to maximize tax-efficiency and allow the power of compounding to build wealth for its shareholders. However, sales are made on occasion in response to such factors as changing fundamentals, investment strategy shifts, and excessive valuation. Bill Frels is the portfolio manager at Mairs & Power, the investment advisory firm where he started in 1992. Frels plans to retire at the end of 2014, but will remain as the chairman of the investment committee and a shareholder.

Mairs and Power Investing Philosophy

Mairs & Powers follows a consistent and conservative investment approach. Mutual funds and individual accounts are built on quality growth stocks and fixed income securities. Equity securities are held for relatively long periods of time to maximize tax efficiency. Fixed income securities are held to maturity.
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Performance of Mairs & Power Growth Fund

Year Return % S&P500 % Excess Gain %
2019 28.39 30.58 -2.2
2018 -4.34 -4.57 0.2
2017 16.52 21.7 -5.2
3-Year Cumulative (2017-2019) 43.11 (12.69/Year) 51.65 (14.89/Year) -8.54 (-2.20/Year)
2016 15.38 12 3.4
2015 -3.07 1.24 -4.3
5-Year Cumulative (2015-2019) 60.05 (9.86/Year) 71.96 (11.45/Year) -11.89 (-1.57/Year)
2014 8.12 13.46 -5.3
2013 35.64 32.31 3.3
2012 21.91 15.99 5.9
2011 0.74 1.9 -1.2
2010 17.4 15.05 2.3
10-Year Cumulative (2010-2019) 238.42 (12.97/Year) 251.03 (13.38/Year) -12.61 (-0.41/Year)
2009 22.52 26.35 -3.8
2008 -28.51 -36.79 8.3
2007 4.9 5.15 -0.2
2006 10.24 15.84 -5.6
2005 4.37 4.83 -0.5
15-Year Cumulative (2005-2019) 257.76 (8.87/Year) 257.98 (8.87/Year) -0.22 (0.00/Year)
2004 17.99 10.7 7.3
2003 26.33 28.18 -1.9
2002 -8.12 -21.58 13.5
2001 6.48 -11.76 18.2
2000 26.48 -9.75 36.2
20-Year Cumulative (2000-2019) 559.87 (9.89/Year) 217.22 (5.94/Year) 342.65 (3.95/Year)
1999 7.16 20.38 -13.2
1998 9.36 28.69 -19.3
1997 28.66 33.49 -4.8
1996 27.76 22.5 5.3
1995 47.7 38.06 9.6
25-Year Cumulative (1995-2019) 1777.45 (12.45/Year) 1009.46 (10.10/Year) 767.99 (2.35/Year)
1994 5.66 0.38 5.3
1993 12.83 10.08 2.8
1992 7.87 7.62 0.2
1991 42.05 30.47 11.6
1990 3.63 -3.1 6.7
30-Year Cumulative (1990-2019) 3454.12 (12.64/Year) 1568.00 (9.83/Year) 1886.12 (2.81/Year)
1989 28.06 31.69 -3.6
1988 10.03 16.61 -6.6
1987 -2.33 5.1 -7.4
1986 11.54 18.6 -7.1
1985 34.77 31.6 3.2
35-Year Cumulative (1985-2019) 7252.61 (13.06/Year) 4101.73 (11.27/Year) 3150.88 (1.79/Year)
1984 -2.02 6.1 -8.1
1983 15.76 22.4 -6.6
1982 39.16 21.4 17.8
1981 -3.86 -5 1.1
1980 16.27 32.3 -16

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