Bright Rock Quality Fund Quote
| BQLCX Fund | USD 23.02 0.24 1.05% |
PerformanceSolid
| Odds Of DistressLow
|
Bright Rock is trading at 23.02 as of the 23rd of July 2025; that is 1.05 percent up since the beginning of the trading day. The fund's open price was 22.78. Bright Rock has less than a 15 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 24th of April 2025 and ending today, the 23rd of July 2025. Click here to learn more.
The fund invests at least 80 percent of its net assets in equity securities of companies with large-sized market capitalizations. The adviser defines large-cap companies as those companies with market capitalizations within the range of companies in the Russell 1000 Index at the time of investment. More on Bright Rock Quality
Moving together with Bright Mutual Fund
Bright Mutual Fund Highlights
| Fund Concentration | Bright Rock Funds, Large Value Funds, Large Blend Funds, Large Blend, Bright Rock, Large Blend, Large Blend (View all Sectors) |
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 28th of June 2023 |
| Fiscal Year End | February |
Bright Rock Quality [BQLCX] is traded in USA and was established 23rd of July 2025. Bright Rock is listed under Bright Rock category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Bright Rock family. This fund currently has accumulated 334.12 M in assets under management (AUM) with minimum initial investment of 100 K. Bright Rock Quality is currently producing year-to-date (YTD) return of 3.12% with the current yeild of 0.01%, while the total return for the last 3 years was 14.73%.
Check Bright Rock Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Bright Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Bright Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Bright Rock Quality Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Bright Rock Quality Mutual Fund Constituents
| SO | Southern Company | Stock | Utilities | |
| UNP | Union Pacific | Stock | Industrials | |
| SLB | Schlumberger NV | Stock | Energy | |
| TMO | Thermo Fisher Scientific | Stock | Health Care | |
| ORLY | OReilly Automotive | Stock | Consumer Discretionary | |
| XLE | Energy Select Sector | Etf | Equity Energy | |
| WMT | Walmart | Stock | Consumer Staples | |
| WFC | Wells Fargo | Stock | Financials |
Bright Rock Quality Risk Profiles
| Mean Deviation | 0.585 | |||
| Semi Deviation | 0.4559 | |||
| Standard Deviation | 0.7892 | |||
| Variance | 0.6228 |
Bright Rock Against Markets
Other Information on Investing in Bright Mutual Fund
Bright Rock financial ratios help investors to determine whether Bright Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Bright with respect to the benefits of owning Bright Rock security.
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