Bright Rock Mid Cap Growth Fund Institutional Class
BQMGX
NASDAQ
| Weiss Ratings | BQMGX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Good | |||
| Reward Grade | B | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | BQMGX-NASDAQ | Click to Compare |
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| Provider | Bright Rock | |||
| Manager/Tenure (Years) | Douglas S. Butler (13), David B. Smith (13) | |||
| Website | http://www.brightrockfunds.com | |||
| Fund Information | BQMGX-NASDAQ | Click to Compare |
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| Fund Name | Bright Rock Mid Cap Growth Fund Institutional Class | |||
| Category | Mid-Cap Growth | |||
| Sub-Category | US Equity Mid Cap | |||
| Prospectus Objective | Growth | |||
| Inception Date | May 26, 2010 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 100,000.00 | |||
| Minimum Subsequent Investment | 5,000.00 | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | BQMGX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.23% | |||
| Dividend | BQMGX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.12% | |||
| Asset Allocation | BQMGX-NASDAQ | Click to Compare |
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| Cash | 3.71% | |||
| Stock | 96.29% | |||
| U.S. Stock | 96.29% | |||
| Non-U.S. Stock | 0.00% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | BQMGX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.73% | |||
| 30-Day Total Return | 0.24% | |||
| 60-Day Total Return | -2.22% | |||
| 90-Day Total Return | -3.52% | |||
| Year to Date Total Return | 0.24% | |||
| 1-Year Total Return | -4.90% | |||
| 2-Year Total Return | 18.84% | |||
| 3-Year Total Return | 21.56% | |||
| 5-Year Total Return | 34.56% | |||
| Price | BQMGX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | BQMGX-NASDAQ | Click to Compare |
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| Nav | $24.65 | |||
| 1-Month Low NAV | $23.79 | |||
| 1-Month High NAV | $24.87 | |||
| 52-Week Low NAV | $21.22 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $27.57 | |||
| 52-Week High Price (Date) | Dec 04, 2024 | |||
| Beta / Standard Deviation | BQMGX-NASDAQ | Click to Compare |
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| Beta | 0.86 | |||
| Standard Deviation | 12.91 | |||
| Balance Sheet | BQMGX-NASDAQ | Click to Compare |
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| Total Assets | 94.95M | |||
| Operating Ratios | BQMGX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.82% | |||
| Turnover Ratio | 17.70% | |||
| Performance | BQMGX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 14.97% | |||
| Last Bear Market Total Return | -14.52% | |||