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Rainier Small/Mid Cap Equity Instl (RAISX) Fund Ranking and Research

Ranking, Research and Recommendation of Rainier Small/Mid Cap Equity Instl (RAISX) Fund

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Graph of Rainier Small/Mid Cap Equity Instl Fund (RAISX) ManagerFund Manager - James R. Margard

Fund Manager Information

Fund Manager Tenure: 25.5 years
Fund Family: Rainier
Fund Category: Mid-Cap Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: D (Score: 0.46)     (What does this score mean?)

 

Graph of Rainier Small/Mid Cap Equity Instl Fund (RAISX) ProfileRainier Small/Mid Cap Equity Instl Fund (RAISX) Profile

Fund Profile and Description

Rainier Small/Mid Cap Equity Instl Fund seeks to maximize long-term capital appreciation. Rainier Small/Mid Cap Equity Instl 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. The Advisor defines small/mid cap companies as companies with market capitalizations between $100 million and $15 billion. Rainier Small/Mid Cap Equity Instl Fund invests in approximately 100 to 150 companies and may invest up to 25% of assets in foreign securities.

 

Rainier Small/Mid Cap Equity Instl (RAISX) Fund Strength What we like about Rainier Small/Mid Cap Equity Instl (RAISX) Fund

Data for Rainier Small/Mid Cap Equity Instl Fund (RAISX) as of May 30, 2016

  • Rainier Small/Mid Cap Equity Instl Fund (RAISX) management has been with Rainier Small/Mid Cap Equity Instl Fund for 25.5 years
  • Rainier Small/Mid Cap Equity Instl Fund (RAISX) ratio of up-years vs down years is greater than 2
  • Rainier Small/Mid Cap Equity Instl Fund (RAISX) is less volatile than its peers as it has a 3-year Standard Deviation of 13.28, lower than category average of 13.49
  • Rainier Small/Mid Cap Equity Instl Fund (RAISX) has a lower expense ratio than its Mid-Cap Growth average: 1.00% vs 1.28%
  • Rainier Small/Mid Cap Equity Instl Fund (RAISX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Rainier Small/Mid Cap Equity Instl Fund (RAISX) Weakness What we are cautious about Rainier Small/Mid Cap Equity Instl (RAISX) Fund

Data for Rainier Small/Mid Cap Equity Instl Fund (RAISX) as of May 30, 2016

  • Rainier Small/Mid Cap Equity Instl Fund (RAISX) has a less-than-ideal short-term performance (1-year return -9.12% vs -5.73% Mid-Cap Growth category median performance)
  • Rainier Small/Mid Cap Equity Instl Fund (RAISX) has a less-than-ideal mid-term performance (3-year return 5.96% vs 8.38% Mid-Cap Growth category median performance)
  • Rainier Small/Mid Cap Equity Instl Fund (RAISX) has a less-than-ideal Long-term performance (5-year return 6.65% vs 7.70% Mid-Cap Growth category median performance)
  • Rainier Small/Mid Cap Equity Instl Fund (RAISX) has a Morningstar rating of 3 and below
  • Rainier Small/Mid Cap Equity Instl Fund (RAISX) is less safe compared to its Mid-Cap Growth peers
  • Rainier Small/Mid Cap Equity Instl Fund (RAISX) has an annual stock turnover rate of 152.86% that is higher than the Mid-Cap Growth average of 50.96%. This could mean Rainier Small/Mid Cap Equity Instl is more nimble, but also signal potential high tax impact and high trading fees
See Rainier Small/Mid Cap Equity Instl Fund (RAISX) performance details as of May 30, 2016

 

What do you think?

 

Compare Rainier Small/Mid Cap Equity Instl Fund (RAISX)Compare with other top Mid-Cap Growth category mutual funds

Aadditional top Mid-Cap Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Rainier Small/Mid Cap Equity Instl-3.86-9.125.966.65
Akre Focus Instl (AKRIX)3.591.8011.1515.02Compare
Baron Asset Instl (BARIX)1.54-1.9810.2810.08Compare
Bright Rock Mid Cap Growth Instl (BQMGX)8.534.539.875.79Compare

See top fund managers for Mid-Cap Growth Category Funds

 

Compare Rainier Small/Mid Cap Equity Instl Fund (RAISX)Compare with Mid-Cap Growth category ETFs

Some Mid-Cap Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim S&P MidCap 400 Pure Gr ETF (RFG)000
PowerShares Russell Midcap Pure Gr ETF (PXMG)-0.83%-6.85%5.24%
RevenueShares NavellierOverall A-100 ETF (RWV)1.16%-5.74%7.25%
iShares Morningstar Mid-Cap Growth (JKH)1.51%-5.25%9.06%
Vanguard Mid-Cap Growth ETF (VOT)3.05%-4.02%9.94%

 

Graph of Rainier Small/Mid Cap Equity Instl Fund (RAISX) Net Asset TrackingRainier Small/Mid Cap Equity Instl (RAISX) Fund Net Asset

Track net asset change of Rainier Small/Mid Cap Equity Instl fund (RAISX)

DateNet Asset
05/2016$597.48M
03/2016$617.60M
02/2016$602.12M
More historic net asset information on Rainier Small/Mid Cap Equity Instl Fund (RAISX)

  

Graph of Rainier Small/Mid Cap Equity Instl Fund (RAISX) Portfolio TrackingRainier Small/Mid Cap Equity Instl (RAISX) Fund Portfolio Allocation

Track portfolio allocation change of Rainier Small/Mid Cap Equity Instl fund (RAISX)

DateCashStockBondOther
03/20160.81%99.19%0%0%
12/20152.91%97.08%0%0.01%
09/20150.51%99.49%0%0%
Click here to see more historic asset allocation information on Rainier Small/Mid Cap Equity Instl Fund (RAISX)

 

graph of Rainier Small/Mid Cap Equity Instl Fund (RAISX) Top 10 Position TrackingTop 10 Holdings in Rainier Small/Mid Cap Equity Instl (RAISX) Fund

Discover what Rainier Small/Mid Cap Equity Instl Fund (RAISX) manager is buying

Mar 30, 2016
Vulcan Materials Company (Holdi [3.2%]
Mohawk Industries, Inc. Common [2.66%]
CBRE Group Inc Common Stock Cla [2.32%]
Equinix, Inc. [2.08%]
Caseys General Stores, Inc. [1.86%]
Southwest Airlines Company Comm [1.59%]
Lam Research Corporation [1.57%]
A.O. Smith Corporation Common S [1.57%]
AMN Healthcare Services Inc AMN [1.51%]
Synovus Financial Corp. Common [1.47%]

Dec 30, 2015
iShares Russell 2000 [4.85%]
SPDR® S&P MidCap 400 ETF [2.6%]
Vulcan Materials Company (Holdi [2.46%]
Mohawk Industries, Inc. Common [2.4%]
Tyler Technologies, Inc. Common [1.88%]
CBRE Group Inc Common Stock Cla [1.84%]
E*TRADE Financial Corporation [1.76%]
Southwest Airlines Company Comm [1.68%]
Caseys General Stores, Inc. [1.63%]
Mednax, Inc. Common Stock [1.53%]

Sep 29, 2015
Mohawk Industries, Inc. Common [2.49%]
NXP Semiconductors N.V. [2.05%]
Mednax, Inc. Common Stock [1.97%]
Martin Marietta Materials, Inc. [1.92%]
Southwest Airlines Company Comm [1.79%]
Fortinet, Inc. [1.74%]
Mid-America Apartment Communiti [1.7%]
Perrigo Company plc Ordinary Sh [1.58%]
E*TRADE Financial Corporation [1.56%]
Tyler Technologies, Inc. Common [1.55%]
Click here for Stock Holding Change Map in Rainier Small/Mid Cap Equity Instl Fund (RAISX)

  

Latest News on Rainier Small/Mid Cap Equity Instl (RAISX) Fund

See what is happening with Rainier Small/Mid Cap Equity Instl Fund (RAISX)

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Rainier Small/Mid Cap Equity Instl Fund (RAISX) Related ResourcesSee more information on Rainier Small/Mid Cap Equity Instl (RAISX) Fund

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