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Nasdaq - Delayed Quote USD

Bright Rock Quality Large Cap Instl (BQLCX)

21.20
-0.73
(-3.33%)
At close: 8:03:43 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -0.65%
5y Average Return 17.68%
Number of Years Up 11
Number of Years Down 3
Best 1Y Total Return (Apr 2, 2025) 30.62%
Worst 1Y Total Return (Apr 2, 2025) --
Best 3Y Total Return 30.62%
Worst 3Y Total Return 6.23%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
BQLCX
Category
YTD
2.17%
5.31%
1-Month
-1.78%
-4.19%
3-Month
-1.71%
3.90%
1-Year
10.63%
20.31%
3-Year
11.65%
6.48%
5-Year
14.84%
11.78%
10-Year
10.56%
10.96%
Last Bull Market
13.40%
25.56%
Last Bear Market
-11.85%
-15.11%

Annual Total Return (%) History

Year
BQLCX
Category
2025
--
--
2024
15.37%
--
2023
20.96%
22.32%
2022
-10.26%
-16.96%
2021
27.73%
26.07%
2020
9.59%
15.83%
2019
29.95%
28.78%
2018
-5.52%
-6.27%

2017
16.31%
20.44%
2016
9.09%
10.37%
2015
-0.02%
-1.07%
2014
10.53%
10.96%
2013
30.62%
31.50%
2012
15.15%
14.96%
2011
2.02%
-1.27%
2010
--
14.01%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -1.10% -- -- --
2024 9.45% -0.09% 6.07% -0.53%
2023 5.39% 6.56% -1.15% 8.97%
2022 -3.99% -11.85% -4.70% 11.26%
2021 8.62% 6.56% 0.04% 10.30%
2020 -21.52% 18.04% 4.04% 13.71%
2019 12.24% 4.59% 4.30% 6.14%
2018 -3.66% 3.33% 5.51% -10.06%
2017 3.42% 1.69% 2.94% 7.43%
2016 5.16% 3.34% -1.83% 2.25%

2015 -0.15% 0.42% -5.96% 6.04%
2014 1.98% 5.01% 0.38% 2.82%
2013 11.25% 3.64% 4.40% 8.51%
2012 11.65% -1.85% 6.55% -1.37%
2011 2.94% 1.18% -14.49% 14.56%
2010 10.51% 9.81% -- --

Rank in Category (By Total Return)

YTD 32
1-Month 59
3-Month 54
1-Year 87
3-Year 44
5-Year 66

Load Adjusted Returns

1-Year 10.63%
3-Year 11.65%
5-Year 14.84%
10-Year 10.56%

Performance & Risk

YTD Return -0.65%
5y Average Return 17.68%
Rank in Category (ytd) 32
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.85
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family Bright Rock
Net Assets 401.64M
YTD Return 2.17%
Yield 0.61%
Morningstar Rating
Inception Date May 26, 2010

Fund Summary

The fund invests at least 80% 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% 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.

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