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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) HighlightBright 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) CostBright 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) PerformanceBright 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

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

See stock holding change map for more historic information

StockWeightingPrice change (15 mins delay)
ONEOK, Inc. Common Stock4.9%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 Stoc3.95%0.00%
Sherwin-Williams Company (The) 3.89%0.00%
Michael Kors Holdings Limited O3.52%0.00%
Red Hat, Inc. Common Stock3.41%0.00%
Edwards Lifesciences Corporatio3.01%0.00%
SEI Investments Company2.75%0.00%
*Note: The price change will reset to 0 after the midnight

 

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

Stock98.51%
Bond0%
Cash1.49%
Other0%

 

Bright Rock Mid Cap Growth Instl Fund (BQMGX) CompareCompare with other Mid-Cap Growth category mutual funds

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

Fund1 Year3 year5 year
Bright Rock Mid Cap Growth Instl4.539.875.79
Akre Focus Instl (AKRIX)1.8011.1515.02 Compare
Baron Asset Instl (BARIX)-1.9810.2810.08 Compare
Eaton Vance Atlanta Capital SMID-Cap C (ECASX)9.2612.3511.82 Compare

See top fund managers for Mid-Cap Growth Category Funds

 

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

 

Bright Rock Mid Cap Growth Instl Fund (BQMGX) Related ResourcesSee more information on Bright Rock Mid Cap Growth Instl (BQMGX) Fund

Popular pages on Bright Rock Mid Cap Growth Instl (BQMGX) Fund

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