Bright Rock Mid Cap Growth Instl Fund (BQMGX)

Fund performance review and position details on Bright Rock Mid Cap Growth Instl Fund (BQMGX)

Last Trade: $ on , Change: (0%)

Bright Rock Mid Cap Growth Instl Fund (BQMGX) Fund Summary

Bright Rock Mid Cap Growth Instl Fund (BQMGX) statistics as of May 30, 2016

Category: Mid-Cap Growth
Fund Family: Bright Rock
Net Asset: $50.31M
Yield: 0%
Year-to-Date Return: 8.53%
Morningstar rating: 3

Bright Rock Mid Cap Growth Instl Fund (BQMGX) Cost

Bright Rock Mid Cap Growth Instl Fund (BQMGX) various investment related cost

Initial Investment: 100,000
Total Expense Ratio (Mid-Cap Growth average): 1.25% (1.28%)
Max Front End Sales Load: 0%
Max Back End Sales Load: 0%
Annual Holdings Turnover: 44.10%

Bright Rock Mid Cap Growth Instl Fund (BQMGX) Performance

Most current Bright Rock Mid Cap Growth Instl Fund (BQMGX) Performance

1-month Performance (Mid-Cap Growth category median performance): 2.10% (2.34%)
3-month Performance (Mid-Cap Growth category median performance): 10.02% (10.40%)
1 Year Performance (Mid-Cap Growth category median performance): 4.53% (-5.73%)
3 Year Performance (Mid-Cap Growth category median performance): 9.87% (8.38%)
5 Year Performance (Mid-Cap Growth category median performance): 5.79% (7.70%)
Number of Years of positive return: 4 years
Number of Years of negative return: 1 years
3 year Alpha (Mid-Cap Growth category average): 0.43 (-2.65)
3 year Beta (Mid-Cap Growth category average): 0.86 (1.02)
3 year Sharpe Ratio: 0.87
3 year Treynor: 11.32

Top Stock Holdings in Bright Rock Mid Cap Growth Instl Fund (BQMGX)

See stock holding change map for more historic information

Stock	Weighting	Price change (15 mins delay)
ONEOK, Inc. Common Stock	4.9%	0.00%
IDEXX Laboratories, Inc.	4.61%	0.00%
Copart, Inc.	4.06%	0.00%
Jack Henry & Associates, Inc.	4.02%	0.00%
The Hershey Company Common Stoc	3.95%	0.00%
Sherwin-Williams Company (The)	3.89%	0.00%
Michael Kors Holdings Limited O	3.52%	0.00%
Red Hat, Inc. Common Stock	3.41%	0.00%
Edwards Lifesciences Corporatio	3.01%	0.00%
SEI Investments Company	2.75%	0.00%

*Note: The price change will reset to 0 after the midnight

Bright Rock Mid Cap Growth Instl Fund (BQMGX) Fund Portfolio Allocation

Bright Rock Mid Cap Growth Instl Fund (BQMGX) Fund Portfolio Allocation data as of 04/2016

Stock	98.51%
Bond	0%
Cash	1.49%
Other	0%

Compare with other Mid-Cap Growth category mutual funds

Below are some additional Mid-Cap Growth mutual funds generated out of our database

Fund	1 Year	3 year	5 year
Bright Rock Mid Cap Growth Instl	4.53	9.87	5.79
Akre Focus Instl (AKRIX)	1.80	11.15	15.02	Compare
Baron Asset Instl (BARIX)	-1.98	10.28	10.08	Compare
Eaton Vance Atlanta Capital SMID-Cap C (ECASX)	9.26	12.35	11.82	Compare

See top fund managers for Mid-Cap Growth Category Funds

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Data is provided for informational purposes only, and is not intended for trading purposes. Although data are gathered from sources believed to be reliable, Fund Mojo and its content providers cannot guarantee completeness and accuracy. Performance data quoted represents past performance. Fund Mojo and its content providers accept no liability for reliance on this data.