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Bright Rock Quality Large Cap Investor (BQLIX) Fund Ranking and Research

Ranking, Research and Recommendation of Bright Rock Quality Large Cap Investor (BQLIX) Fund

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Graph of Bright Rock Quality Large Cap Investor Fund (BQLIX) ManagerFund Manager - Douglas S. Butler

Fund Manager Information

Fund Manager Tenure: 10.2 years
Similar Funds: BQLCX 
Fund Family: Bright Rock
Fund Category: Large Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.76)     (What does this score mean?)
Mr. Butler has served as Director of Research of Rockland Trust, the parent company of the Adviser, since 2004. Prior to joining Rockland Trust, Mr. Butler had a consulting business, specializing in mergers and acquisitions consulting for private manufacturing firms in the Chicago area. Prior to that, Mr. Butler was an equity portfolio manager for Sanford C. Bernstein. Mr. Butler is a CFA charterholder and has also received his designation as a Certified Financial Planner TM.  Get more insights on Douglas S. Butler

 

Graph of Bright Rock Quality Large Cap Investor Fund (BQLIX) ProfileBright Rock Quality Large Cap Investor Fund (BQLIX) Profile

Fund Profile and Description

Bright Rock Quality Large Cap Investor Fund seeks long-term capital appreciation. Bright Rock Quality Large Cap Investor Fund invests at least 80% of net assets in equity securities of companies with large-sized market capitalizations. It defines large-cap companies as those companies with market capitalizations within the range of companies in the Russell 1000 index at the time of investment. Bright Rock Quality Large Cap Investor Fund may invest up to 25% of net assets in securities of foreign large-cap companies that are traded in the U.S.

 

Bright Rock Quality Large Cap Investor (BQLIX) Fund Strength What we like about Bright Rock Quality Large Cap Investor (BQLIX) Fund

Data for Bright Rock Quality Large Cap Investor Fund (BQLIX) as of May 30, 2016

  • Bright Rock Quality Large Cap Investor Fund (BQLIX) management has been with Bright Rock Quality Large Cap Investor Fund for 10.2 years
  • Bright Rock Quality Large Cap Investor Fund (BQLIX) has good short-term performance (1-year return 5.72% vs -1.15% Large Blend category median performance)
  • Bright Rock Quality Large Cap Investor Fund (BQLIX) has good mid-term performance (3-year return 10.39% vs 9.43% Large Blend category median performance)
  • Bright Rock Quality Large Cap Investor Fund (BQLIX) has good Long-term performance (5-year return 11.83% vs 10.15% Large Blend category median performance)
  • Bright Rock Quality Large Cap Investor Fund (BQLIX) has a Morningstar rating of 4 and above
  • Asset base in Bright Rock Quality Large Cap Investor Fund (BQLIX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Bright Rock Quality Large Cap Investor Fund (BQLIX) is less volatile than its peers as it has a 3-year Standard Deviation of 9.82, lower than category average of 11.67

Bright Rock Quality Large Cap Investor Fund (BQLIX) Weakness What we are cautious about Bright Rock Quality Large Cap Investor (BQLIX) Fund

Data for Bright Rock Quality Large Cap Investor Fund (BQLIX) as of May 30, 2016

  • Bright Rock Quality Large Cap Investor Fund (BQLIX) ratio of up-years vs down years can be improved
  • Bright Rock Quality Large Cap Investor Fund (BQLIX) has an annual stock turnover rate of 58.30% that is higher than the Large Blend average of 53.12%. This could mean Bright Rock Quality Large Cap Investor is more nimble, but also signal potential high tax impact and high trading fees
  • Bright Rock Quality Large Cap Investor Fund (BQLIX) has a higher expense ratio of 1.15% than its Large Blend average of 1.02%
  • Even though Bright Rock Quality Large Cap Investor Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See Bright Rock Quality Large Cap Investor Fund (BQLIX) performance details as of May 30, 2016

 

What do you think?

 

Compare Bright Rock Quality Large Cap Investor Fund (BQLIX)Compare with other top Large Blend category mutual funds

Aadditional top Large Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Bright Rock Quality Large Cap Investor7.695.7210.3911.83
Fidelity Spartan Total Market Index F (FFSMX)3.370.1410.4511.10Compare
Voya Russell Large Cap Index Port S2 (IRLUX)2.551.2910.3911.09Compare
INTECH US Mgd Volatility T (JRSTX)4.122.8710.5311.53Compare

See top fund managers for Large Blend Category Funds

 

Compare Bright Rock Quality Large Cap Investor Fund (BQLIX)Compare with Large Blend category ETFs

Some Large Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim Russell Top 50 Mega Cap ETF (XLG)3.23%4.23%10.80%
ProShares Large Cap Core Plus (CSM)4.27%2.27%11.72%
iShares Russell Top 200 (IWL)2.28%1.75%11.00%
Vanguard Mega Cap ETF (MGC)3.22%1.57%10.85%
iShares Core S&P 500 (IVV)3.54%1.57%10.97%

 

Graph of Bright Rock Quality Large Cap Investor Fund (BQLIX) Net Asset TrackingBright Rock Quality Large Cap Investor (BQLIX) Fund Net Asset

Track net asset change of Bright Rock Quality Large Cap Investor fund (BQLIX)

DateNet Asset
05/2016$199.91M
03/2016$192.15M
02/2016$181.26M
More historic net asset information on Bright Rock Quality Large Cap Investor Fund (BQLIX)

  

Graph of Bright Rock Quality Large Cap Investor Fund (BQLIX) Portfolio TrackingBright Rock Quality Large Cap Investor (BQLIX) Fund Portfolio Allocation

Track portfolio allocation change of Bright Rock Quality Large Cap Investor fund (BQLIX)

DateCashStockBondOther
04/20161.78%98.22%0%0%
03/20160.79%99.21%0%0%
01/20160.57%99.43%0%0%
Click here to see more historic asset allocation information on Bright Rock Quality Large Cap Investor Fund (BQLIX)

 

graph of Bright Rock Quality Large Cap Investor Fund (BQLIX) Top 10 Position TrackingTop 10 Holdings in Bright Rock Quality Large Cap Investor (BQLIX) Fund

Discover what Bright Rock Quality Large Cap Investor Fund (BQLIX) manager is buying

Apr 29, 2016
Wells Fargo & Company Common St [4.19%]
Schlumberger N.V. Common Stock [4.03%]
Verizon Communications Inc. Com [3.96%]
Home Depot, Inc. (The) Common S [3.69%]
Union Pacific Corporation Commo [3.59%]
CVS Health Corporation Common S [3.43%]
Monsanto Company Common Stock [3.34%]
Gilead Sciences, Inc. [3.32%]
Citrix Systems, Inc. [3.2%]
Johnson & Johnson Common Stock [3.09%]

Mar 30, 2016
Verizon Communications Inc. Com [4.22%]
Wells Fargo & Company Common St [3.9%]
Schlumberger N.V. Common Stock [3.83%]
Home Depot, Inc. (The) Common S [3.82%]
Gilead Sciences, Inc. [3.58%]
CVS Health Corporation Common S [3.4%]
Union Pacific Corporation Commo [3.39%]
Monsanto Company Common Stock [3.24%]
Citrix Systems, Inc. [3.19%]
Johnson & Johnson Common Stock [3.09%]

Jan 30, 2016
Verizon Communications Inc. Com [4.56%]
Wells Fargo & Company Common St [4.06%]
Schlumberger N.V. Common Stock [4.03%]
Home Depot, Inc. (The) Common S [3.64%]
CVS Health Corporation Common S [3.39%]
Monsanto Company Common Stock [3.28%]
Union Pacific Corporation Commo [3.21%]
Johnson & Johnson Common Stock [3.2%]
AT&T Inc. [3.11%]
Gilead Sciences, Inc. [3.1%]
Click here for Stock Holding Change Map in Bright Rock Quality Large Cap Investor Fund (BQLIX)

  

Latest News on Bright Rock Quality Large Cap Investor (BQLIX) Fund

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Bright Rock Quality Large Cap Investor Fund (BQLIX) Related ResourcesSee more information on Bright Rock Quality Large Cap Investor (BQLIX) Fund

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