Bright Rock Mutual Funds List
Here you can find all mutual funds issued by Bright Rock and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 2
- Avg. Expense Ratio
- 0.97%
- Avg. 1 Year Return
- 6.22%
- Avg. 5 Year Return
- 5.43%
- Median Risk/Return Score
- 15 / 100
Bright Rock Mutual Funds List
2 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Bright Rock Quality Large Cap Fund | Large Cap Blend Equities | May 26, 2010 | 0.87% | 3.58% | 10.22% | 7.52% | 28 | ||||||||
| Bright Rock Mid Cap Growth Fund | Mid Cap Growth Equities | May 26, 2010 | 1.07% | -2.25% | 8.86% | 4.21% | 2 |
Explore top Bright Rock Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
Loading charts...
5 Years
Best Bright Rock Mutual funds by Risk/Return Score
The top Bright Rock Mutual funds by PortfoliosLab Risk/Return Score are BQLCX (28) and BQMGX (2).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Bright Rock Quality Large Cap Fund | 28 | — | May 2010 | |
| Bright Rock Mid Cap Growth Fund | 2 | — | May 2010 |
Best-Performing Bright Rock Mutual funds Over 5 Years
The top Bright Rock Mutual funds is BQLCX (7.63%).
Across the lineup, Bright Rock Mutual funds show an average 1-year return of 6.22% and an average 5-year return of 5.43%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Bright Rock Quality Large Cap Fund | 7.63% | — | May 2010 | |
| Bright Rock Mid Cap Growth Fund | 3.23% | — | May 2010 |
Lowest-Cost Bright Rock Mutual funds
The top Bright Rock Mutual funds is BQLCX (0.87%).
With an average expense ratio of 0.97%, Bright Rock Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Bright Rock Quality Large Cap Fund | 0.87% | — | May 2010 | |
| Bright Rock Mid Cap Growth Fund | 1.07% | — | May 2010 |
Highest-Yield Bright Rock Mutual funds
The top Bright Rock Mutual funds is BQLCX (7.52%).
Across the lineup, Bright Rock Mutual funds show an average dividend yield of 5.87%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Bright Rock Quality Large Cap Fund | 7.52% | — | May 2010 | |
| Bright Rock Mid Cap Growth Fund | 4.21% | — | May 2010 |
Top Mutual funds Issuers
Fidelity · 977 Mutual fundsBlackRock · 360 Mutual fundsVanguard · 292 Mutual fundsT. Rowe Price · 223 Mutual fundsFranklin Templeton · 174 Mutual fundsAmerican Funds · 153 Mutual fundsJPMorgan · 124 Mutual fundsPIMCO · 123 Mutual fundsInvesco · 122 Mutual fundsMFS · 112 Mutual fundsNuveen · 108 Mutual fundsJohn Hancock · 101 Mutual fundsDimensional · 100 Mutual fundsColumbia · 99 Mutual fundsEaton Vance · 98 Mutual fundsVoya · 98 Mutual fundsAmerican Century · 89 Mutual fundsPGIM · 82 Mutual fundsVictory · 79 Mutual fundsGoldman Sachs · 78 Mutual fundsFederated · 68 Mutual fundsHartford · 68 Mutual fundsTIAA Investments · 66 Mutual fundsPrincipal · 65 Mutual fundsCharles Schwab · 63 Mutual fundsJanus Henderson · 62 Mutual fundsVirtus · 59 Mutual fundsProFunds · 58 Mutual fundsSEI · 56 Mutual fundsPutnam · 55 Mutual funds
Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.