Bright Rock is trading at 24.88 as of the 27th of November 2024; that is 0.40 percent up since the beginning of the trading day. The fund's open price was 24.78. Bright Rock has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Bright Rock Quality are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 8th of December 2022 and ending today, the 27th of November 2024. 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
Bright Rock Quality [BQLCX] is traded in USA and was established 27th of November 2024. 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 19.07% with the current yeild of 0.01%, while the total return for the last 3 years was 9.78%.
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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.
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.