Bright Rock Mid Fund Quote
| BQMGX Fund | USD 23.26 0.13 0.56% |
PerformanceVery Weak
| Odds Of DistressLow
|
Bright Rock is trading at 23.26 as of the 19th of March 2025; that is 0.56 percent down since the beginning of the trading day. The fund's open price was 23.39. Bright Rock has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 19th of December 2024 and ending today, the 19th of March 2025. Click here to learn more.
The fund invests at least 80 percent of its net assets in equity securities of companies with medium-sized market capitalizations. The adviser defines mid-cap companies as those companies with market capitalizations within the range of companies in the Russell Midcap Growth Total Return Index at the time of investment. More on Bright Rock Mid
Moving together with Bright Mutual Fund
Bright Mutual Fund Highlights
| Fund Concentration | Bright Rock Funds, Large Funds, Mid-Cap Growth Funds, Mid-Cap Growth, Bright Rock (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 28th of June 2023 |
| Fiscal Year End | February |
Bright Rock Mid [BQMGX] is traded in USA and was established 19th of March 2025. Bright Rock is listed under Bright Rock category by Fama And French industry classification. The fund is listed under Mid-Cap Growth category and is part of Bright Rock family. This fund currently has accumulated 98.38 M in assets under management (AUM) with minimum initial investment of 100 K. Bright Rock Mid is currently producing year-to-date (YTD) return of 2.89% with the current yeild of 0.0%, while the total return for the last 3 years was 5.06%.
Check Bright Rock Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Bright Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Bright Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Bright Rock Mid Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Bright Rock Mid Mutual Fund Constituents
| SEIC | SEI Investments | Stock | Financials | |
| CHD | Church Dwight | Stock | Consumer Staples | |
| FDS | FactSet Research Systems | Stock | Financials | |
| LKQ | LKQ Corporation | Stock | Consumer Discretionary | |
| CPRT | Copart Inc | Stock | Industrials | |
| TYL | Tyler Technologies | Stock | Information Technology | |
| TSCO | Tractor Supply | Stock | Consumer Discretionary | |
| SHW | Sherwin Williams Co | Stock | Materials |
Bright Rock Mid Risk Profiles
| Mean Deviation | 0.7284 | |||
| Standard Deviation | 1.08 | |||
| Variance | 1.16 | |||
| Risk Adjusted Performance | (0.19) |
Bright Rock Against Markets
Other Information on Investing in Bright Mutual Fund
Bright Rock financial ratios help investors to determine whether Bright Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Bright with respect to the benefits of owning Bright Rock security.
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