About BQMGX
Bright Rock Mid Cap Growth Fund Institutional Class is an actively managed mutual fund focused on achieving long-term capital appreciation by investing primarily in equity securities of U.S. companies with medium-sized market capitalizations. The fund seeks to identify businesses with strong earnings growth prospects, emphasizing companies that demonstrate stable earnings histories, leading market positions, distinct competitive advantages, experienced management teams, and solid balance sheets. Employing a disciplined, bottom-up fundamental research process, the fund’s managers target firms perceived to have faster growth potential relative to their industry peers.
Bright Rock Mid Cap Growth Fund Institutional Class predominantly allocates assets to mid-cap stocks, with occasional exposure to both large- and small-cap companies, resulting in a dynamic mid-cap profile. Top portfolio holdings often include companies from the industrials, technology, consumer cyclical, and healthcare sectors. Notably, the fund’s top ten holdings account for a significant portion of assets, reflecting a concentrated investment approach. The fund plays an important role for institutional investors seeking diversified exposure to mid-cap growth equities within the U.S. market, offering a blend of growth orientation and active portfolio management.
Fund Family Bright Rock
Category Mid-Cap Growth
Performance Rating Below Average
Risk Rating Low
Stock Exchange NASDAQ
Ticker Symbol BQMGX
Share Class Institutional Class Shares
Index Russell MidCap Growth TR
BQMGX had a total return of 1.33% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.71%.
