Skip to Content
Morningstar

Bright Rock Quality Large Cap Instl BQLCX

Morningstar Medalist Rating
Medalist Rating as of | See Bright Rock Investment Hub
  • NAV / 1-Day Return 22.37  /  +0.27 %
  • Total Assets 383.2 Mil
  • Adj. Expense Ratio
    0.910%
  • Expense Ratio 0.910%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 0.56%
  • Turnover 40%

USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 10:14 PM GMT+0

Morningstar’s Analysis BQLCX

Will BQLCX outperform in 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.

A strong management team and sound investment process underpin Bright Rock Quality Large Cap Instl's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings BQLCX

More BQLCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 44.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

7.04 27.8 Mil
Technology

Alphabet Inc Class A

6.12 24.1 Mil
Communication Services

Mastercard Inc Class A

5.49 21.7 Mil
Financial Services

JPMorgan Chase & Co

4.32 17.0 Mil
Financial Services

iShares US Energy ETF

3.76 14.8 Mil
—

Merck & Co Inc

3.75 14.8 Mil
Healthcare

Berkshire Hathaway Inc Class B

3.73 14.7 Mil
Financial Services

Danaher Corp

3.48 13.7 Mil
Healthcare

Meta Platforms Inc Class A

3.20 12.6 Mil
Communication Services

UnitedHealth Group Inc

3.14 12.4 Mil
Healthcare