PORTLAND, Ore., Jan. 14, 2014 /PRNewswire/ -- Rutherford Investment Management (RIM) has received a Morningstar Overall 4-Star Rating for its multi-capitalization growth performance, a rating that elevates the investment into one of the highest rated classes of large cap growth funds in the nation*. Rutherford Investment Management, based out of Portland, Ore., specializes in individually managed growth equity portfolios, tailored to each client's objectives. This second highest Morningstar Rating accounts for RIM's risk-adjusted performance over a ten-year period, as compared to its large cap growth peers.
"The rating reflects what we've long known – that Rutherford Investment Management is providing clients with strong returns on investments over the long haul," said Bill Rutherford, president of Rutherford Investment Management. "Over 20 years and in spite of two recessions, we've developed a track record that rivals – and even outperforms – much larger firms. We provide those results while also giving each client personal, customized service."
Morningstar ranked RIM for its performance among 503 large growth investment composites. It was ranked in the top 25 percent of its large cap growth Morningstar Category peers based on risk-adjusted returns over a 10-year period ending September 2013.
Rutherford Investment Management was founded by Oregon State Treasurer Bill Rutherford in 1994. To learn more about Rutherford's experience and the firm's services, visit http://rutherfordinvestment.com.
* The Overall Morningstar Rating for a separate account is derived from a weighted average of the performance figures associated with its three-, five- and ten-year (if applicable) Morningstar Rating metrics. Rutherford Investment Management (RIM) was rated against the following numbers of U.S.-domiciled Large Growth separate accounts over the following time periods: 503 separate accounts in the last three years, 482 separate accounts in the last five years, and 365 separate accounts in the last ten years. With respect to these Large Growth separate accounts, RIM received a Morningstar Rating of 4 stars, 3 stars and 4 stars for the three-, five- and ten-year periods, respectively.
© 2014 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.
SOURCE Rutherford Investment Management