Rainier Small/Mid Cap Equity Fund Institutional Shares

 (MUTF:RAISX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.02%
   
1 week   +0.14%
   
4 week   +3.31%
   
3 month   +4.15%
   
YTD   +15.99%
   
1 year   +22.38%
   
3 years*   +9.48%
   
5 years*   +11.76%
   
*annualized
Best 3 month return+21.92%  
Worst 3 month return-44.44%  

Morningstar statistics

Morningstar category: Mid-Cap Growth
  Return Risk Rating
3 years Below Average Average
5 years Below Average Average
10 years Low High
Overall Below Average Above Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets267.34M 
Front load-  
Deferred load-  
Expense ratio1.07%  
Management fee-  
Fund familyRainier 

Asset allocation

Cash2.98%  
Stocks97.02%  
Bonds0.00%  
Other0.00%  

Purchase information

Initial$100,000  
Additional$1,000  
42.43+0.01(0.02%)
Oct 18, 8:00PM EDT Overall Morningstar RatingTM

Description

The investment seeks to maximize long-term capital appreciation. In pursuing its objective, the fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in the common stock of small- and mid- capitalization companies traded in the United States. It will invest in approximately 75 to 150 companies.
Fund filings (PDF) »
Asset managers:
Michael Emery (Started: Oct 3, 2016)
Stacie Cowell (Started: Dec 31, 2006)
Mark Broughton (Started: Dec 31, 2002)
Advisor Company:
Rainier Investment Management, LLC
Fund family reports on Morningstar »
Rainier, 615 E. Michigan Street, 3rd Floor, Milwaukee, WI 53202, USA

Risk

  1 year 3 years 5 years 10 years  
Alpha* -8.44 -3.00 -2.79 -3.72
Beta* 1.54 0.97 1.03 1.21
Mean annual return 1.48 0.62 0.95 0.52
R-squared* 63.62 67.53 68.08 84.95
Standard deviation 10.52 11.88 11.90 19.83
Sharpe ratio 1.62 0.60 0.94 0.30
* Against standard index

Top 10 holdings

Security Net Assets  
A.O. Smith Corp (AOS) 2.22%  
RingCentral Inc Class A (RNG) 2.14%  
Teleflex Inc (TFX) 2.13%  
Equinix Inc (EQIX) 2.03%  
Evercore Inc A (EVR) 1.95%  
Western Alliance Bancorp (WAL) 1.88%  
Oshkosh Corp (OSK) 1.86%  
Mercury Systems Inc (MRCY) 1.83%  
Insulet Corp (PODD) 1.82%  
Pinnacle Foods Inc (PF) 1.81%