Small Cap Fund (MSCFX) Performance

Month End

Performance (%)

Month end as of 
 YTD1 YR3 YR5 YRSince Inception1
Mairs & Power SmallCap Fund215.79-1.438.608.1315.02
S&P SmallCap 600 TR Index314.98-6.7510.549.8913.92
Lipper SmallCap Core Funds Index417.90-2.5510.118.2611.77

Quarter End

Performance (%)

Quarter end as of 
 YTD1 YR3 YR5 YRSince Inception
Mairs & Power SmallCap Fund216.012.779.777.3515.22
S&P SmallCap 600 TR Index313.69-4.8811.978.4113.91
Lipper SmallCap Core Funds Index416.67-1.5611.496.8011.75

Growth of $10,000 vs. Benchmark

As of June 30, 2019

Small Cap Fund Growth of 10000


Performance data quoted represents past performance and does not guarantee future results.  The investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Current performance of the Fund may be lower or higher than the performance quoted.
 N/A – Indices with N/A were not in existence at the time of the fund’s inception
1 Since inception performance is as of August 11, 2011, which was the offering date of the Small Cap Fund.
2 Performance information shown includes the reinvestment of dividend and capital gain distributions, but does not reflect the deduction of taxes that a shareholder would pay on Fund distributions or the redemption of Fund shares. As of the prospectus dated April 30, 2019, the annualized expense ratio for the Mairs & Power Small Cap Fund was 1.04%.
3 The S&P SmallCap 600 TR Index is an index of small-company stocks managed by Standard and Poor's that covers a broad range of small cap stocks in the U.S.. The index is weighted according to market capitalization and covers about 3-4% of the total market for equities in the U.S. It tracks both the capital gains of a group of stocks over time and assumes that any cash distributions, such as dividends, are reinvested back in the index. It is not possible to invest directly in an index.
The Lipper Small-Cap Core Funds Index measures the performance of the 30 largest mutual funds in the small capitalization range, as determined by Lipper, Inc. It is not possible to invest directly in an index.