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MURHX

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Analysis and statistics

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About

MURHX.US is the ticker symbol for Mairs & Power Balanced Fund. This fund is a mutual fund managed by Mairs & Power, Inc. and seeks to provide long-term capital appreciation and current income by investing in a mix of stocks and bonds. The fund primarily invests in companies located in the United States.
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Factors

Market Interest Rates: Rising interest rates can decrease the fund's bond prices, lowering the NAV.

Credit Quality: Downgrades in the credit ratings of bonds held by the fund can reduce their value.

Inflation Expectations: Higher inflation typically leads to lower bond prices and fund NAV.

Economic Growth: Strong economic growth can lead to higher interest rates, negatively impacting bond values.

Fund Management: Skillful management decisions can positively impact returns; poor decisions, negatively.

Investor Demand: Increased demand can drive up the fund's price; decreased demand, lower it.

Bond Maturity: Longer-maturity bonds are more sensitive to interest rate changes, affecting NAV more.

Call Provisions: Bonds callable by the issuer can limit potential price appreciation.

Expense Ratio: Higher expense ratios reduce returns, negatively impacting the fund's overall price.

Fund Size: Large funds may have difficulty finding attractive investment opportunities.

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