Rainier Small/Mid Cap Equity Instl
601 Union Street Suite 2801 Seattle WA 98101
Map
Phone: 800-248-6314
| Category: | Mid-Cap Growth | | Fund Family: | Rainier | | Net Assets: | 1.67B | | Year-to-Date Return: | -24.23% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 02-May-02 |
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James R. Margard
Lead Manager since
10-May-94 | | | Margard is Rainier Investment Managements Chief Investment Officer, and Director of Equity Management. Prior to joining Rainier in 1985, he served as analyst and portfolio manager. In 1991, he became chief equity strategist as well as principal in the firm. Prior to that, he spent five years as a senior analyst and portfolio manager at Value Line Inc., New York. Margard holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $500,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $1,000 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks to maximize long-term capital appreciation. The fund normally invests at least 80% of assets in the common stock of small- and mid-capitalization companies traded in the U.S. with prospects of strong earnings growth and attractive overall business fundamentals, selling at reasonable valuations. |
| Last Dividend
| N/A | | Last Cap Gain
(17-Dec-07):
| 4.96 | | Annual Holdings Turnover
| 108.00% | | Average for Category:
| 117.22% |
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| Expense | RAISX | Category
Avg | | Total Expense Ratio: | 0.91%
| 1.49% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.34% | | Max Deferred Sales Load: | 0.00%
| 2.67% | | 3 Yr Expense Projection*: |
$290 | $700 | | 5 Yr Expense Projection*: |
$504 | $1,078 | | 10 Yr Expense Projection*: |
$1,120 | $2,120 |
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11.08% Nasdaq 0.00%
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