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Bright Rock Mid Cap Growth Instl (BQMGX) Fund Ranking and Research

Ranking, Research and Recommendation of Bright Rock Mid Cap Growth Instl (BQMGX) Fund

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

 

Graph of Bright Rock Mid Cap Growth Instl Fund (BQMGX) ManagerFund Manager - Douglas S. Butler

Fund Manager Information

Fund Manager Tenure: 7.0 years
Similar Funds: BQMIX 
Fund Family: Bright Rock
Fund Category: Mid-Cap Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.73)     (What does this score mean?)

 

Graph of Bright Rock Mid Cap Growth Instl Fund (BQMGX) ProfileBright Rock Mid Cap Growth Instl Fund (BQMGX) Profile

Fund Profile and Description

Bright Rock Mid Cap Growth Instl Fund seeks long-term capital appreciation. Bright Rock Mid Cap Growth Instl Fund invests at least 80% of net assets in equity securities of companies with medium-sized market capitalizations. It defines mid-cap companies as those companies with market capitalizations within the range of companies in the Russell Midcap Growth index at the time of investment. Bright Rock Mid Cap Growth Instl Fund may invest up to 25% of net assets in securities of foreign mid-cap companies that are traded in the U.S., including companies located in emerging markets, as well as American depositary receipts (“ADRs”).

 

Bright Rock Mid Cap Growth Instl (BQMGX) Fund Strength What we like about Bright Rock Mid Cap Growth Instl (BQMGX) Fund

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

  • Bright Rock Mid Cap Growth Instl Fund (BQMGX) management has been with Bright Rock Mid Cap Growth Instl Fund for 7.0 years
  • Bright Rock Mid Cap Growth Instl Fund (BQMGX) has good short-term performance (1-year return 4.53% vs -5.73% Mid-Cap Growth category median performance)
  • Bright Rock Mid Cap Growth Instl Fund (BQMGX) has good mid-term performance (3-year return 9.87% vs 8.38% Mid-Cap Growth category median performance)
  • Bright Rock Mid Cap Growth Instl Fund (BQMGX) ratio of up-years vs down years is greater than 2
  • Asset base in Bright Rock Mid Cap Growth Instl Fund (BQMGX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Bright Rock Mid Cap Growth Instl Fund (BQMGX) has an annual stock turnover rate of 44.10% vs Mid-Cap Growth average of 50.96%. It is good that Bright Rock Mid Cap Growth Instl management does not trade extensively for its return.
  • Bright Rock Mid Cap Growth Instl Fund (BQMGX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.46, lower than category average of 13.49
  • Bright Rock Mid Cap Growth Instl Fund (BQMGX) has a lower expense ratio than its Mid-Cap Growth average: 1.25% vs 1.28%
  • Bright Rock Mid Cap Growth Instl Fund (BQMGX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Bright Rock Mid Cap Growth Instl Fund (BQMGX) Weakness What we are cautious about Bright Rock Mid Cap Growth Instl (BQMGX) Fund

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

  • Bright Rock Mid Cap Growth Instl Fund (BQMGX) has a less-than-ideal Long-term performance (5-year return 5.79% vs 7.70% Mid-Cap Growth category median performance)
  • Bright Rock Mid Cap Growth Instl Fund (BQMGX) has a Morningstar rating of 3 and below
See Bright Rock Mid Cap Growth Instl Fund (BQMGX) performance details as of May 30, 2016

 

What do you think?

 

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

Aadditional top Mid-Cap Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Bright Rock Mid Cap Growth Instl8.534.539.875.79
Akre Focus Instl (AKRIX)3.591.8011.1515.02Compare
Baron Asset Instl (BARIX)1.54-1.9810.2810.08Compare
Eaton Vance Atlanta Capital SMID-Cap C (ECASX)7.049.2612.3511.82Compare

See top fund managers for Mid-Cap Growth Category Funds

 

Compare Bright Rock Mid Cap Growth Instl Fund (BQMGX)Compare with Mid-Cap Growth category ETFs

Some Mid-Cap Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim S&P MidCap 400 Pure Gr ETF (RFG)000
PowerShares Russell Midcap Pure Gr ETF (PXMG)-0.83%-6.85%5.24%
RevenueShares NavellierOverall A-100 ETF (RWV)1.16%-5.74%7.25%
iShares Morningstar Mid-Cap Growth (JKH)1.51%-5.25%9.06%
Vanguard Mid-Cap Growth ETF (VOT)3.05%-4.02%9.94%

 

Graph of Bright Rock Mid Cap Growth Instl Fund (BQMGX) Net Asset TrackingBright Rock Mid Cap Growth Instl (BQMGX) Fund Net Asset

Track net asset change of Bright Rock Mid Cap Growth Instl fund (BQMGX)

DateNet Asset
05/2016$50.31M
03/2016$48.72M
02/2016$45.66M
More historic net asset information on Bright Rock Mid Cap Growth Instl Fund (BQMGX)

  

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

Track portfolio allocation change of Bright Rock Mid Cap Growth Instl fund (BQMGX)

DateCashStockBondOther
04/20161.49%98.51%0%0%
03/20162.15%97.85%0%0%
01/20160.51%99.49%0%0%
Click here to see more historic asset allocation information on Bright Rock Mid Cap Growth Instl Fund (BQMGX)

 

graph of Bright Rock Mid Cap Growth Instl Fund (BQMGX) Top 10 Position TrackingTop 10 Holdings in Bright Rock Mid Cap Growth Instl (BQMGX) Fund

Discover what Bright Rock Mid Cap Growth Instl Fund (BQMGX) manager is buying

Apr 29, 2016
ONEOK, Inc. Common Stock [4.9%]
IDEXX Laboratories, Inc. [4.61%]
Copart, Inc. [4.06%]
Jack Henry & Associates, Inc. [4.02%]
The Hershey Company Common Stoc [3.95%]
Sherwin-Williams Company (The) [3.89%]
Michael Kors Holdings Limited O [3.52%]
Red Hat, Inc. Common Stock [3.41%]
Edwards Lifesciences Corporatio [3.01%]
SEI Investments Company [2.75%]

Mar 30, 2016
IDEXX Laboratories, Inc. [4.3%]
Jack Henry & Associates, Inc. [4.21%]
ONEOK, Inc. Common Stock [4.07%]
The Hershey Company Common Stoc [3.93%]
Michael Kors Holdings Limited O [3.9%]
Copart, Inc. [3.89%]
Sherwin-Williams Company (The) [3.88%]
Red Hat, Inc. Common Stock [3.48%]
IPG Photonics Corporation [2.64%]
Valmont Industries, Inc. Common [2.64%]

Jan 30, 2016
Jack Henry & Associates, Inc. [4.51%]
IDEXX Laboratories, Inc. [4.29%]
Sherwin-Williams Company (The) [4.29%]
The Hershey Company Common Stoc [4.19%]
J.B. Hunt Transport Services, I [4.12%]
Michael Kors Holdings Limited O [3.98%]
ONEOK, Inc. Common Stock [3.73%]
Red Hat, Inc. Common Stock [3.65%]
Airgas, Inc. Common Stock [2.86%]
Rollins, Inc. Common Stock [2.81%]
Click here for Stock Holding Change Map in Bright Rock Mid Cap Growth Instl Fund (BQMGX)

  

Latest News on Bright Rock Mid Cap Growth Instl (BQMGX) Fund

See what is happening with Bright Rock Mid Cap Growth Instl Fund (BQMGX)

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

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