2 / 5 Stars
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Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#275 in Large Growth
U.S. News evaluated 466 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 28.77 percent over the past year, 12.03 percent over the past three years, 19.45 percent over the past five years, and 6.85 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||3.4%|
|3 Years (Annualized)||12.0%|
|5 Years (Annualized)||19.4%|
|10 Years (Annualized)||6.9%|
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. Rainier considers large-capitalization companies to be those currently with minimum market capitalizations of $3 billion at the time of purchase. The fund may invest in common stock of companies of all sizes, including small-capitalization companies. Investments in companies with market capitalizations below $3 billion will normally comprise less than 20% of the fund.
Fees are Average compared to funds in the same category.
Rainer Large Cap Equity Fund has an expense ratio of 1.18 percent.
Risk is Average compared to funds in the same category according to Morningstar.