Rainier Mid Cap Equity 601 Union Street Suite 2801 Seattle WA 98101 Map
Phone: 800-248-6314
| Category: | Mid-Cap Growth | | Fund Family: | Rainier | | Net Assets: | 488.13M | | Year-to-Date Return: | -22.75% | | Yield: | 0.00% | | Morningstar Rating: | N/A | | Fund Inception Date: | 27-Dec-05 |
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Daniel M. Brewer
Lead Manager since
27-Dec-05 | | | Brewer is senior portfolio manager and equity research manager with Rainier Investment Management. Prior to joining RIM in 2000, Daniel was portfolio manager and equity analyst at Laird Norton Trust Co. in Seattle. Previously he worked at Wells Fargo Asset Management as a portfolio manager and equity analyst. He began his career in 1987 as a financial analyst and securities trader for WCM Investment Management. Brewer holds a Chartered Financial Analyst designation. |
| Min Initial Investment: | $25,000 | | 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 primarily invests at least 80% of assets in the common stock of mid-capitalization U.S. companies with prospects of strong earnings growth and attractive overall business fundamentals, selling at reasonable valuations. The fund normally invests in approximately 70 to 150 companies. |
| Last Dividend
| N/A | | Last Cap Gain
(17-Dec-07):
| 1.25 | | Annual Holdings Turnover
| 112.00% | | Average for Category:
| 117.22% |
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| Expense | RIMMX | Category Avg | | Total Expense Ratio: | 1.19%
| 1.49% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.34% | | Max Deferred Sales Load: | 0.00%
| 2.67% | | 3 Yr Expense Projection*: |
$378 | $700 | | 5 Yr Expense Projection*: |
$654 | $1,078 | | 10 Yr Expense Projection*: |
$1,443 | $2,120 |
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