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Mairs & Power Balanced Fund (MAPOX)

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108.40 +0.32    +0.30%
15/07 - 延迟数据. USD 货币 ( 免责声明 )
类型:  基金
市场:  美国
发行商:  Mairs & Power
资产类别:  股票
  • 晨星评级:
  • 总资产: 774.17M
Mairs & Power Balanced Inv 108.40 +0.32 +0.30%

MAPOX概述

 
本页面提供Mairs & Power Balanced Fund的详细介绍,帮助您了解MAPOX的高管、总资产、投资策略和联系方式等信息。
种类

Allocation--50% to 70% Equity

总资产

774.17M

费用

0.71%

开始日期

22595

联络信息

地址 615 E. Michigan St.
Milwaukee,WI 53201
United States
电话 800-304-7404

高管

名称 标题 任期
Robert W. Thompson Vice President 2018 now
背景介紹 Robert W. Thompson, Vice President and Investment Manager of Mairs & Power, Inc. He was Vice President, Corporate Bonds at Advantus Capital Management from 2003 to 2016. Robert (Bob) W. Thompson joined the Adviser in 2016 and has served as Director of Fixed Income since July 1, 2019. He previously served as Vice President and Fixed Income Portfolio Manager since fall of 2016. He previously served as Assistant Vice President since joining the Adviser. Mr. Thompson has served as Co-Manager of the Balanced Fund since April 1, 2018. Prior to joining the Adviser, Mr. Thompson was Vice President, Corporate Bonds at Advantus Capital Management (now Securian Asset Management), in St. Paul, MN from 2003 to 2016 and before that he worked for Lutheran Brotherhood (now Thrivent Financial). Mr. Thompson earned a Bachelor of Accountancy from the University of North Dakota and a MBA in Finance from the University of Minnesota, Carlson School of Management. Mr. Thompson is a CFA charterholder and a Certified Public Accountant (inactive).
Kevin Earley Portfolio Manager 2015 now
背景介紹 Kevin V. Earley joined Mairs & Power, Inc. in 2013 as Vice President, Equity Analyst and Investment Manager. Effective January 1, 2015, Mr. Earley was named co-manager of the Mairs & Power Balanced Fund. Mr. Earley began his investment career as an equity research analyst with FAF Advisors, later becoming a portfolio manager. In recent years, Mr. Earley had co-managed two mutual funds at Nuveen Asset Management. Mr. Earley earned a BS in Finance from Santa Clara University and then earned his MBA with a concentration in finance from the University of Minnesota, Carlson School of Management. Mr.Earley is a CFA charterholder and is a member of the CFA Institute and CFA Society of Minnesota, as well as a Chartered Investment Counselor.
Ronald L. Kaliebe Vice President, Director, co-Portfolio Manager, Officer 2006 2019
背景介紹 Mr. Kaliebe is the Lead Manager of the Mairs & Power Balanced Fund, effective July 1, 2013. He began his career with Mairs & Power Inc. in 2001 as Vice President and Investment Manager. In 2006 he became Co-Manager of the Mairs & Power Balanced Fund and was named Vice President of the Balanced Fund in 2009. He was elected Senior Vice President and Director of Fixed Income for Mairs & Power Inc. in 2014. Mr. Kaliebe earned a BA and MA in economics from the University of Wisconsin, Oshkosh and an MBA from the University of Wisconsin, Madison. He is a CFA charterholder as well as a Chartered Investment Counselor
William B. Frels Chairman, CEO 1992 2014
背景介紹 Bill Frels is the Chairman and CEO of Mairs & Power Inc. and has been the lead manager of this fund since July 1992. He has comanaged the better-known Mairs & Power Growth Fund since December 1999 and took sole charge of that offering in June 2004. Ronald Kaliebe was added as comanager of this fund in January 2006.
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