Morningstar

Bright Rock Mid Cap Growth Fund Institutional Class BQMGX

Morningstar Medalist Rating
Medalist Rating as of | See Bright Rock Investment Hub
  • NAV / 1-Day Return 23.65  /  −0.08 %
  • Total Assets 98.5M
  • Adj. Expense Ratio
    0.810%
  • Expense Ratio 0.900%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 0.02%
  • Turnover 16%

USD | NAV as of Jul 14, 2026 | 1-Day Return as of Jul 14, 2026, 12:38 AM GMT+0

Morningstar’s Analysis BQMGX

Will BQMGX 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 BQMGX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BQMGX 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 BQMGX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Bright Rock Mid Cap Growth Instl holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings BQMGX

More BQMGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 45.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Arista Networks Inc

7.52 7M
Technology

Amphenol Corp Class A

6.70 6M
Technology

Morgan Stanley Instl Lqudty Govt Instl

5.10 5M
Cash and Equivalents

Monster Beverage Corp

4.89 5M
Consumer Defensive

Fastenal Co

4.71 4M
Industrials

AMETEK Inc

4.14 4M
Industrials

IDEXX Laboratories Inc

4.13 4M
Healthcare

The Hershey Co

4.07 4M
Consumer Defensive

ResMed Inc

3.09 3M
Healthcare

ONEOK Inc

3.07 3M
Energy

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