2 / 5 Stars
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Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#275 in Large Growth
U.S. News evaluated 473 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 9.12 percent over the past year, 9.30 percent over the past three years, 1.08 percent over the past five years, and 6.96 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||9.8%|
|3 Years (Annualized)||9.3%|
|5 Years (Annualized)||1.1%|
|10 Years (Annualized)||7.0%|
The investment seeks to maximize long-term capital appreciation. The fund invests at least 80% of its assets in the common stock of large-capitalization companies traded in the U.S. The Investment Adviser considers large-capitalization companies to be those currently with minimum market capitalizations of $3 billion at the time of purchase. The fund will normally be invested in approximately 75 to 150 securities. Although the fund does not expect to maintain significant positions in such securities on a normal basis, it may invest up to 25% of its assets in foreign securities.
Fees are Average compared to funds in the same category.
Rainer Large Cap Equity Fund has an expense ratio of 1.17 percent.
Risk is Average compared to funds in the same category according to Morningstar.