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Bright Rock Quality Large Cap Instl Fund (BQLCX)

Fund performance review and position details on Bright Rock Quality Large Cap Instl Fund (BQLCX)

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Bright Rock Quality Large Cap Instl Fund (BQLCX) HighlightBright Rock Quality Large Cap Instl Fund (BQLCX) Fund Summary

Bright Rock Quality Large Cap Instl Fund (BQLCX) statistics as of May 30, 2016

Category: Large Blend
Fund Family: Bright Rock
Net Asset: $199.91M
Yield: 1.5%
Year-to-Date Return: 7.75%
Morningstar rating: 5

 

Bright Rock Quality Large Cap Instl Fund (BQLCX) CostBright Rock Quality Large Cap Instl Fund (BQLCX) Cost

Bright Rock Quality Large Cap Instl Fund (BQLCX) various investment related cost

Initial Investment: 100,000
Total Expense Ratio (Large Blend average): 0.90% (1.02%)
Max Front End Sales Load: 0%
Max Back End Sales Load: 0%
Annual Holdings Turnover: 58.30%

 

Bright Rock Quality Large Cap Instl Fund (BQLCX) PerformanceBright Rock Quality Large Cap Instl Fund (BQLCX) Performance

Most current Bright Rock Quality Large Cap Instl Fund (BQLCX) Performance

1-month Performance (Large Blend category median performance): 1.22% (1.66%)
3-month Performance (Large Blend category median performance): 9.00% (8.92%)
1 Year Performance (Large Blend category median performance): 5.98% (-1.15%)
3 Year Performance (Large Blend category median performance): 10.46% (9.43%)
5 Year Performance (Large Blend category median performance): 11.67% (10.15%)
Number of Years of positive return: 4 years
Number of Years of negative return: 1 years
3 year Alpha (Large Blend category average): 1.08 (-1.74)
3 year Beta (Large Blend category average): 0.84 (1)
3 year Sharpe Ratio: 1.06
3 year Treynor: 12.37

Bright Rock Quality Large Cap Instl Fund (BQLCX) topholdingTop Stock Holdings in Bright Rock Quality Large Cap Instl Fund (BQLCX)

See stock holding change map for more historic information

StockWeightingPrice change (15 mins delay)
Wells Fargo & Company Common St4.19%0.00%
Schlumberger N.V. Common Stock4.03%0.00%
Verizon Communications Inc. Com3.96%0.00%
Home Depot, Inc. (The) Common S3.69%0.00%
Union Pacific Corporation Commo3.59%0.00%
CVS Health Corporation Common S3.43%0.00%
Monsanto Company Common Stock3.34%0.00%
Gilead Sciences, Inc.3.32%0.00%
Citrix Systems, Inc.3.2%0.00%
Johnson & Johnson Common Stock3.09%0.00%
*Note: The price change will reset to 0 after the midnight

 

Bright Rock Quality Large Cap Instl Fund (BQLCX) Portfolio AllocationBright Rock Quality Large Cap Instl Fund (BQLCX) Fund Portfolio Allocation

Bright Rock Quality Large Cap Instl Fund (BQLCX) Fund Portfolio Allocation data as of 04/2016

Stock98.22%
Bond0%
Cash1.78%
Other0%

 

Bright Rock Quality Large Cap Instl Fund (BQLCX) CompareCompare with other Large Blend category mutual funds

Below are some additional Large Blend mutual funds generated out of our database

Fund1 Year3 year5 year
Bright Rock Quality Large Cap Instl5.9810.4611.67
Fidelity Spartan Total Market Index F (FFSMX)0.1410.4511.10 Compare
Voya Russell Large Cap Index Port S2 (IRLUX)1.2910.3911.09 Compare
INTECH US Mgd Volatility T (JRSTX)2.8710.5311.53 Compare

See top fund managers for Large Blend Category Funds

 

Bright Rock Quality Large Cap Instl Fund (BQLCX) PerformanceOther Financial Data Web Sites on Bright Rock Quality Large Cap Instl Fund (BQLCX)

Addition research sites for Bright Rock Quality Large Cap Instl Fund (BQLCX)

 

Bright Rock Quality Large Cap Instl Fund (BQLCX) Related ResourcesSee more information on Bright Rock Quality Large Cap Instl (BQLCX) Fund

Popular pages on Bright Rock Quality Large Cap Instl (BQLCX) Fund

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