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Fund Intelligence | Best Managers | BQMGX Insights | BQMGX Score | BQMGX Performance | BQMGX News | BQMGX Allocation | BQMGX Holdings Change
Bright Rock Mid Cap Growth Instl Fund (BQMGX)
Fund performance review and position details on Bright Rock Mid Cap Growth Instl Fund (BQMGX)
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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 GrowthFund 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: 100,000Total 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% |
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
Other Financial Data Web Sites on Bright Rock Mid Cap Growth Instl Fund (BQMGX)
Addition research sites for Bright Rock Mid Cap Growth Instl Fund (BQMGX)
- U.S. Securities and Exchange Commission Filing on Bright Rock Mid Cap Growth Instl Fund (BQMGX)
- Google Finance page on Bright Rock Mid Cap Growth Instl Fund (BQMGX)
- Morningstar page on Bright Rock Mid Cap Growth Instl Fund (BQMGX)
- Yahoo Finance page on Bright Rock Mid Cap Growth Instl Fund (BQMGX)
- MSN MoneyCentral Finance page on Bright Rock Mid Cap Growth Instl Fund (BQMGX)
- Reuters Finance page on Bright Rock Mid Cap Growth Instl Fund (BQMGX)
- Yahoo Message Board on Bright Rock Mid Cap Growth Instl Fund (BQMGX)
 
See more information on Bright Rock Mid Cap Growth Instl (BQMGX) Fund
Popular pages on Bright Rock Mid Cap Growth Instl (BQMGX) Fund
- Bright Rock Mid Cap Growth Instl (BQMGX) Fund Research and Recommendation
- Bright Rock Mid Cap Growth Instl (BQMGX) Fund Performance Data
- Bright Rock Mid Cap Growth Instl (BQMGX) Fund Manager Information
- Historic Bright Rock Mid Cap Growth Instl (BQMGX) Fund Asset Allocation Report
- Historic Bright Rock Mid Cap Growth Instl (BQMGX) Fund Top 10 Holding Tracking
- Historic Bright Rock Mid Cap Growth Instl (BQMGX) Fund Asset Under Management Tracking