Bright Rock Mutual Fund Money Managers
| BQLCX Fund | USD 22.09 0.14 0.64% |
Break down of Bright Rock's management performance can provide insight into the fund's overall performance. Note that fund manager's attribution analysis is becoming a valuable factor that both investors and analysts use to determine the amount of risk that may be associated with Bright Rock's future under-performance.
| David Smith Executive Fund Manager |
| More |
Bright |
Bright Rock Net Asset Comparison
Bright Rock Quality is the top fund in net asset among similar funds. Total Asset Under Management (AUM) of Large Blend category is currently estimated at about 8.44 Billion. Bright Rock holds roughly 334.12 Million in net asset claiming about 4% of funds under Large Blend category.
Bright Rock Quality Benchmark Summation
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The output start index for this execution was zero with a total number of output elements of sixty-one. Bright Rock Quality Price Series Summation is a cross summation of Bright Rock price series and its benchmark/peer.
Bright Rock Stakeholder
| David Smith | Fund Manager | Profile |
About Bright Rock Management Performance
The success or failure of an entity such as Bright Rock Quality often depends on how effective the management is. Bright Rock management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of Bright management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the Bright management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
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. The fund may invest up to 25 percent of its net assets in securities of foreign large-cap companies that are traded in the U.S., including companies located in emerging markets, as well as American Depositary Receipts.
Please note that past performance is not an indicator of the future performance of Bright Rock, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Bright Rock Quality. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in main economic indicators. Note that the Bright Rock Quality information on this page should be used as a complementary analysis to other Bright Rock's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the AI Portfolio Architect module to use AI to generate optimal portfolios and find profitable investment opportunities.