Morningstar

Bright Rock Quality Large Cap Fund Institutional Class BQLCX

Morningstar Medalist Rating
Medalist Rating as of | See Bright Rock Investment Hub
  • NAV / 1-Day Return 22.76  /  −1.22 %
  • Total Assets 442.2M
  • Adj. Expense Ratio
    0.670%
  • Expense Ratio 0.710%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Value
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 0.97%
  • Turnover 46%

USD | NAV as of Jul 18, 2026 | 1-Day Return as of Jul 18, 2026, 1:15 AM GMT+0

Morningstar’s Analysis BQLCX

Will BQLCX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BQLCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BQLCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of BQLCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Bright Rock Quality Large Cap Instl holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings BQLCX

More BQLCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 44.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Alphabet Inc Class A

6.58 28M
Communication Services

Microsoft Corp

6.51 28M
Technology

NVIDIA Corp

5.19 22M
Technology

Mastercard Inc Class A

4.54 19M
Financial Services

Merck & Co Inc

4.31 18M
Healthcare

Apple Inc

3.82 16M
Technology

Veeva Systems Inc Class A

3.60 15M
Healthcare

Union Pacific Corp

3.43 15M
Industrials

Thermo Fisher Scientific Inc

3.25 14M
Healthcare

Visa Inc Class A

2.81 12M
Financial Services

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