Bright Rock Financials
| BQLCX Fund | USD 22.37 0.06 0.27% |
Bright |
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.
Bright Rock Fund Summary
Bright Rock competes with Morningstar Unconstrained, and SPACE. 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.Specialization | Large Blend, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US89833W4362 |
| Business Address | US Bancorp Fund |
| Mutual Fund Family | Bright Rock |
| Mutual Fund Category | Large Blend |
| Benchmark | NYSE Composite |
| Phone | 866 273 7223 |
| Currency | USD - US Dollar |
You should never invest in Bright Rock Quality without having analyzed available financial metrics that contribute to the net asset value (NAV) of the fund. Do not rely on someone else's analysis or guesses about the future performance of Bright Mutual Fund, because this is throwing your money away. Analyzing the key information contained in Bright Rock's prospectus and an annual reports, can give you an edge over other investors and help to ensure that your investments perform well for you.
Bright Rock Key Financial Ratios
Generally speaking, Bright Rock's financial ratios allow both analysts and investors to convert raw data from Bright Rock's financial statements into concise, actionable information that can be used to evaluate the performance of Bright Rock over time and compare it to other companies across industries. There are many critical financial ratios that investors are exposed to on a daily basis, but they are usually grouped into few meaningful categories from each financial statement that Bright Rock Quality reports annually and quarterly.Bright Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Bright Rock's current stock value. Our valuation model uses many indicators to compare Bright Rock value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Bright Rock competition to find correlations between indicators driving Bright Rock's intrinsic value. More Info.Bright Rock Quality is the top fund in price to earning among similar funds. It is the top fund in price to book among similar funds fabricating about 0.16 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Bright Rock Quality is roughly 6.29 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Bright Rock by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Bright Rock's Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Bright Rock's earnings, one of the primary drivers of an investment's value.Bright Rock Quality Systematic Risk
Bright Rock's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Bright Rock volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was three with a total number of output elements of fifty-eight. The Beta measures systematic risk based on how returns on Bright Rock Quality correlated with the market. If Beta is less than 0 Bright Rock generally moves in the opposite direction as compared to the market. If Bright Rock Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Bright Rock Quality is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Bright Rock is generally in the same direction as the market. If Beta > 1 Bright Rock moves generally in the same direction as, but more than the movement of the benchmark.
Bright Rock April 25, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Bright Rock help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Bright Rock Quality. We use our internally-developed statistical techniques to arrive at the intrinsic value of Bright Rock Quality based on widely used predictive technical indicators. In general, we focus on analyzing Bright Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Bright Rock's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.7026 | |||
| Information Ratio | (0.03) | |||
| Maximum Drawdown | 2.61 | |||
| Value At Risk | (1.09) | |||
| Potential Upside | 0.9959 |
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 Portfolio Rebalancing module to analyze risk-adjusted returns against different time horizons to find asset-allocation targets.