Mairs & Power Balanced Fund Investor Class (MAPOX) Stock Analysis
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Mairs & Power Balanced Fund Investor Class (MAPOX) trades at $121.47 with AI Score 44/100 (Grade C). Mairs & Power Balanced Fund Investor Class (MAPOX) is a balanced mutual fund that invests in a… Market cap: $658M, Sector: Financial services.
Price as of Aug 20, 2026 · Last analyzed: Mar 17, 2026Analyst Coverage for MAPOX: MAPOX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates MAPOX against Financial Services peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
MAPOX: the 3 scored disciplines are evenly split. Dominant signal: Izzy Englander bullish.
How is this calculated? →Why this analysis is different
- A 9-signal quantitative MoonshotScore built from filings, insider activity, and market data — computed from the numbers, not from opinion.
- An AI Council read across up to eight perspectives — value, macro, quantitative, and momentum lenses — that shows where they disagree instead of averaging the tension away.
- Figures come straight from FMP and Yahoo Finance filings data. The AI writes the narrative around the numbers — it never edits the numbers.
Mairs & Power Balanced Fund Investor Class (MAPOX) Financial Services Profile
Mairs & Power Balanced Fund Investor Class (MAPOX) offers a diversified investment approach, blending U.S. equities, convertible securities, and fixed-income instruments. Targeting both capital appreciation and income, MAPOX competes within the asset management sector by providing a balanced portfolio for risk-averse investors seeking long-term growth and stability.
What Is the Investment Thesis for MAPOX?
Mairs & Power Balanced Fund Investor Class (MAPOX), with a market cap of $658M and a beta of 1.03, presents a balanced investment profile. The fund's strategy of blending U.S. equities, convertible securities, and fixed-income assets offers a diversified approach suitable for risk-averse investors. A key value driver is the fund's ability to generate both capital appreciation and income, appealing to investors seeking long-term growth and stability. Upcoming catalysts include potential shifts in market sentiment favoring balanced investment strategies and the fund's consistent track record of navigating various economic cycles. Potential risks include market volatility impacting equity and fixed-income valuations and increased competition from other balanced funds.
Based on FMP financials and quantitative analysis
MAPOX Key Highlights
MAPOX invests in a mix of U.S. common stock and other securities convertible into common stock, providing exposure to equity markets.
- The fund allocates a portion of its portfolio to fixed income securities such as corporate bonds and U.S. government securities, offering stability and income generation.
- MAPOX may invest in securities of foreign issuers listed on a U.S. stock exchange or represented by American Depositary Receipts (ADRs), providing some international exposure.
- The fund's investment objective is to provide a balance of capital appreciation and current income, appealing to risk-averse investors.
- With a beta of 1.03, MAPOX exhibits market sensitivity, indicating moderate volatility relative to the broader market.
Who Are MAPOX's Competitors?
MAPOX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| AFVLX Applied Finance Select Fund Investor Class | $27.02 | -0.88% | $726M | 44 |
| EGORX Allspring Large Cap Core Fund - Class R6 | $22.78 | -1.09% | $969M | 44 |
| EKWYX Allspring Precious Metals Fund Insti Class | $174.24 | +2.62% | $992M | 47 |
| GGT The Gabelli Multimedia Trust Inc. | $4.11 | -0.24% | $172M | 68 |
| GWEIX AMG GW&K Small Cap Core Fund Class I | $38.56 | -1.46% | $769M | 44 |
| SLRC SLR Investment Corp. | $12.58 | -1.18% | $686M | 92 |
| ACGP Associated Capital Group, Inc. | $33.45 | -0.06% | $698M | 67 |
| NCDL Nuveen Churchill Direct Lending Corp. | $12.35 | +0.00% | $610M | 86 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are MAPOX's Key Strengths?
Diversified portfolio across asset classes.
- Experienced management team.
- Long-term investment horizon.
- Balance of capital appreciation and income.
What Are MAPOX's Weaknesses?
Dependence on market conditions.
- Potential for underperformance compared to more aggressive strategies.
- Limited international exposure compared to global funds.
- Management fees can impact returns.
What Could Drive MAPOX Stock Higher?
Potential shifts in market sentiment favoring balanced investment strategies.
- Consistent track record of navigating various economic cycles.
- Continued demand for diversified investment solutions in uncertain market conditions.
What Are the Key Risks for MAPOX?
Market volatility impacting equity and fixed-income valuations.
- Increased competition from other balanced funds and passive investment strategies.
- Interest rate risk affecting fixed-income returns.
- Economic downturn impacting corporate bond credit quality.
What Are the Growth Opportunities for MAPOX?
- Expansion into Sustainable Investing: MAPOX can capitalize on the growing demand for ESG (Environmental, Social, and Governance) investments by incorporating sustainable investing principles into its portfolio. By offering ESG-focused balanced funds, MAPOX can attract a new segment of investors seeking socially responsible investments and enhance its brand reputation.
- Enhancing Digital Presence and Investor Education: MAPOX can improve its digital presence and investor education initiatives to attract a younger demographic of investors. This includes developing a user-friendly website, creating educational content on investment strategies, and utilizing social media platforms to engage with potential clients. The digital asset management market is expected to grow significantly in the coming years, driven by the increasing adoption of online investment platforms.
- Strategic Partnerships with Financial Advisors: MAPOX can forge strategic partnerships with financial advisors and wealth management firms to expand its distribution network. By offering its balanced funds through established financial advisory channels, MAPOX can reach a wider audience of investors and increase its assets under management. The financial advisory market is a key distribution channel for mutual funds and other investment products.
- Developing Themed Investment Products: MAPOX can develop themed investment products that align with emerging market trends, such as technology, healthcare, or infrastructure. By offering specialized balanced funds focused on specific sectors or themes, MAPOX can cater to investors with specific investment preferences and potentially generate higher returns. The themed investing market is gaining traction as investors seek to capitalize on long-term growth opportunities.
- Geographic Expansion through ADRs: MAPOX can increase its exposure to international markets by strategically investing in American Depositary Receipts (ADRs) of companies listed on U.S. stock exchanges. This allows the fund to diversify its portfolio and tap into growth opportunities in emerging markets. The global ADR market provides access to a wide range of international companies across various sectors.
What Threats Does MAPOX Face?
- Market volatility impacting asset values.
- Rising interest rates affecting fixed-income investments.
- Increased competition from passive investment strategies.
- Regulatory changes impacting the asset management industry.
What Are MAPOX's Competitive Advantages?
- Established track record of managing balanced portfolios.
- Experienced investment team with expertise in equity and fixed-income markets.
- Disciplined investment approach based on fundamental research.
- Strong reputation for providing reliable investment solutions.
What Does MAPOX Do?
Mairs & Power Balanced Fund Investor Class (MAPOX) is a mutual fund managed by Mairs & Power, Inc., an investment advisory firm based in St. Paul, Minnesota. The fund's primary investment objective is to provide a balance of capital appreciation and current income. Established with a long-term investment horizon, MAPOX invests primarily in a diversified portfolio of U.S. common stocks, securities convertible into common stock, and fixed-income securities, including corporate bonds and U.S. government securities. The fund may also allocate a portion of its assets to securities of foreign issuers listed on U.S. stock exchanges or represented by American Depositary Receipts (ADRs), providing some international exposure. MAPOX aims to offer investors a blend of growth and stability through its asset allocation strategy. The fund's investment decisions are guided by fundamental research and a disciplined approach to security selection. MAPOX is designed for investors seeking a balanced investment strategy with a focus on long-term returns and risk management. The fund operates within the highly competitive asset management industry, catering to individuals and institutions looking for a diversified investment vehicle.
What Products and Services Does MAPOX Offer?
- Invests in U.S. common stock to provide capital appreciation.
- Invests in securities convertible into common stock.
- Allocates assets to corporate bonds for income generation.
- Invests in U.S. government securities for stability.
- May invest in foreign securities through ADRs.
- Aims to provide a balance of capital appreciation and current income.
- Manages a diversified portfolio of assets.
- Conducts fundamental research to guide investment decisions.
How Does MAPOX Make Money?
- Generates revenue through management fees charged as a percentage of assets under management (AUM).
- May earn performance-based fees if the fund outperforms its benchmark.
- Reinvests dividends and interest income to enhance returns.
- Manages investment portfolios on behalf of individual and institutional investors.
What Industry Does MAPOX Operate In?
Mairs & Power Balanced Fund Investor Class (MAPOX) operates within the asset management industry, which is characterized by intense competition and evolving investor preferences. The industry is influenced by macroeconomic factors, market volatility, and regulatory changes. Balanced funds like MAPOX compete with other mutual funds, ETFs, and investment advisory services. The trend towards passive investing and the rise of fintech companies offering automated investment solutions are reshaping the competitive landscape. MAPOX differentiates itself through its established track record and focus on a balanced investment approach.
Who Are MAPOX's Key Customers?
- Individual investors seeking a balanced investment strategy.
- Retirement savers looking for long-term growth and income.
- Financial advisors seeking diversified investment options for their clients.
- Institutional investors seeking exposure to U.S. equities and fixed income.
MAPOX Valuation & Market Position
Relative to its peer group, MAPOX's quantitative score of 44/100 is roughly in line with the peer average of 49/100.
MAPOX Financials
Bull Case vs Bear Case
Bull Case
- Diversified portfolio across asset classes.
- Experienced management team.
- Long-term investment horizon.
- Balance of capital appreciation and income.
Bear Case
- Dependence on market conditions.
- Potential for underperformance compared to more aggressive strategies.
- Limited international exposure compared to global funds.
- Management fees can impact returns.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · August 2026
MAPOX Latest News
No recent news available for MAPOX.
MAPOX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for MAPOX.
Price Targets
Wall Street price target analysis for MAPOX.
MAPOX MoonshotScore
What does this score mean?
The MoonshotScore rates MAPOX 0-100 on quantitative fundamentals — growth, financial health, valuation, momentum, and risk.
Mairs & Power Balanced Fund Investor Class Financial Services Stock: Key Questions Answered
What does the AI Score mean for MAPOX?
MAPOX holds an AI Score of 44/100 (Grade: C). This is an educational research signal, not a buy or sell recommendation. Mairs & Power Balanced Fund Investor Class (MAPOX) is a balanced mutual fund that invests in a mix of U.S. stocks, convertible securities, and fixed-income assets. The fund aims to provide a …
What does Mairs & Power Balanced Fund Investor Class do?
Mairs & Power Balanced Fund Investor Class (MAPOX) is a mutual fund that seeks to provide a combination of capital appreciation and income. It achieves this by investing in a diversified portfolio of U.S. common stocks, securities convertible into common stock, and fixed-income securities, including corporate bonds and U.S. government securities.
What are the main risks for MAPOX?
The main risks for Mairs & Power Balanced Fund Investor Class (MAPOX) include market risk, interest rate risk, and credit risk. Market risk refers to the potential for declines in the value of the fund's investments due to overall market conditions or specific events affecting individual companies.
How does Mairs & Power Balanced Fund Investor Class make money in financial services?
Mairs & Power Balanced Fund Investor Class (MAPOX) generates revenue primarily through management fees charged as a percentage of the fund's assets under management (AUM). These fees compensate Mairs & Power, Inc. for its investment advisory services, including portfolio management, research, and administrative support.
How is Mairs & Power Balanced Fund Investor Class adapting to fintech disruption?
While specific details on Mairs & Power Balanced Fund Investor Class's fintech initiatives are not available, asset management firms are generally adapting to fintech disruption by enhancing their digital capabilities, offering online investment platforms, and leveraging data analytics to improve investment decisions.
What are the key factors to evaluate for MAPOX?
Mairs & Power Balanced Fund Investor Class (MAPOX) holds an AI score of 44/100 (low). Mairs & Power Balanced Fund Investor Class (MAPOX), with a market cap of $658M and a beta of 1.03, presents a balanced investment profile. Not financial advice.
How frequently does MAPOX data refresh on this page?
MAPOX's price was last updated on Aug 20, 2026 and refreshes on page view during U.S. market hours — it is not a real-time exchange feed. Fundamentals update after quarterly filings; the MoonshotScore recalculates nightly; news aggregates continuously.
What has driven MAPOX's recent stock price performance?
Mairs & Power Balanced Fund Investor Class (MAPOX) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Diversified portfolio across asset classes. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider MAPOX overvalued or undervalued right now?
Mairs & Power Balanced Fund Investor Class (MAPOX) has no trailing P/E available here, so lean on price-to-sales and cash flow in the Financials tab. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- AI analysis pending for MAPOX, limiting comprehensive insights.
- Financial data based on available information as of 2026-03-17.