3 / 5 Stars
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Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#80 in Mid-Cap Growth
U.S. News evaluated 223 Mid-Cap 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 27.12 percent over the past year, 12.13 percent over the past three years, and 24.04 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||4.5%|
|3 Years (Annualized)||12.1%|
|5 Years (Annualized)||24.0%|
|10 Years (Annualized)||N/A|
The investment seeks to maximize long-term capital appreciation. The fund invests at least 80% of its assets in the common stock of mid-capitalization companies traded in the U.S. The Investment Adviser considers a mid-capitalization company as one with market capitalization, at the time of purchase, within the range of companies included in the Russell Midcap® Index. The fund will normally invest in approximately 75 to 150 companies. 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 Low compared to funds in the same category.
Rainier Mid Cap Equity Fund has an expense ratio of 1.09 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.