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Bright Rock Mid Cap Growth Instl BQMGX

Medalist Rating as of | See Bright Rock Investment Hub
  • NAV / 1-Day Return 21.83  /  0.18 %
  • Total Assets 81.0 Mil
  • Adj. Expense Ratio
    1.130%
  • Expense Ratio 1.130%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield
  • Turnover 18%

Morningstar’s Analysis BQMGX

Will BQMGX outperform in future?

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

A sound investment process and strong management team underpin Bright Rock Mid Cap Growth Instl's Morningstar Medalist Rating of Gold.

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.

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Portfolio Holdings BQMGX

  • Current Portfolio Date
  • Equity Holdings 33
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 46.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
8.21
6,092,800
Industrials
5.26
3,902,220
Energy
5.06
3,754,920
Consumer Cyclical
5.05
3,747,000
Consumer Defensive
4.05
3,005,550
Technology
3.99
2,963,672
Industrials
3.79
2,815,400
Industrials
3.77
2,796,290
Healthcare
3.72
2,763,404
Technology
3.70
2,751,075
Healthcare