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Objective

The Mid Cap Equity portfolio seeks to maximize long-term capital appreciation. In pursuing its goal, the Portfolio invests primarily in the common stocks of mid-capitalization U.S. companies. The mid-capitalization company has a market capitalization, at the time of purchase, within the range of companies included in the Russell Midcap® Index. Highly speculative or illiquid stocks are not candidates for the Portfolio. To control risk, extreme overweighting or underweighting of the Portfolio relative to the Russell Midcap Index is normally avoided. The Portfolio will normally invest in approximately 75 to 150 companies.
 
Rainier employs a Growth at a Reasonable Price (GARP) investment philosophy in the management of its Mid Cap Equity 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

Mutual Fund - Original
Inception Date 5/10/1994
Symbol RIMMX
Expense Ratio 1.30%
Sales Load N/A
12b-1 Fees 0.25%
Minimum Investment $2,500
Minimum through Schwab and Fidelity $2,500
 
Small- and medium-cap companies tend to have limited liquidity and greater price volatility than large-cap companies. Growth stocks typically are more volatile than value stocks; however, value stocks have a lower expected growth rate in earnings and sales. Mutual fund investing involves risk; principal loss is possible. 
 
 
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