Bright Rock Mid Cap Growth Fund

Class Inst (BQMGX)
Scorecard
1 / 5 Stars
Lipper
1 1 2 3 3
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
2 / 5 Stars
TheStreet.com
D- (Sell)

#181 in Mid-Cap Growth

U.S. News evaluated 223 Mid-Cap Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 17.75 percent over the past year, and 5.85 percent over the past three years.

Trailing Returns Updated 02.28.2014
Year to date -0.1%
1 Year 17.7%
3 Years (Annualized) 5.9%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets in equity securities of companies with medium-sized market capitalizations. It defines mid-cap companies as those companies with market capitalizations within the range of companies in the Russell Midcap Growth® Index at the time of investment. The fund may invest up to 25% of its net assets in securities of foreign mid-cap companies that are traded in the U.S., including companies located in emerging markets, as well as American depositary receipts.

Fees

Fees are Low compared to funds in the same category.
Bright Rock Mid Cap Growth Fund has an expense ratio of 1.25 percent.

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Risk

Risk is Average compared to funds in the same category according to Morningstar.

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See Also:

Top Bright Rock Funds