The Large Cap Equity Portfolio seeks to maximize long-term capital appreciation. The Fund invests in a diversified portfolio of common stocks of U.S. companies. Rainier selects investments from companies of all sizes. Highly speculative or illiquid stocks are not candidates for the Portfolio. Risk control is an important element in the construction of the Portfolio. To control risk, extreme overweighting or underweighting of the Portfolio relative to the S&P 500® is normally avoided. To thoroughly diversify, the Portfolio consists of 75 to 150 different stocks, each making up a relatively small portion of the Portfolio.
Rainier employs a Growth at a Reasonable Price (GARP) investment philosophy in the management of the Portfolio. The GARP approach provides an opportunity to invest in companies with superior earnings growth whose equities are selling at attractive valuations.
Available Investment Vehicles
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Mutual Fund - Original |
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| Inception Date |
5/10/1994 |
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| Symbol |
RIMEX |
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| Expense Ratio |
1.15% |
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| Sales Load |
N/A |
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| 12b-1 Fees |
0.25% |
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| Minimum Investment |
$2,500 |
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| Minimum through Schwab and Fidelity |
$2,500 |
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