Bright Rock Mid Cap Growth Instl (BQMGX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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Bright Rock Mid Cap Growth Instl
Milwaukee WI 53202
615 East Michigan St 2nd Floor
U.S. Bancorp Fund Services LLC
4147655067
Management information
David B. Smith,Lead manager since 27 June 2012
David Smith has worked in the investment management field since 1990. As the Chief Investment Officer and Senior Portfolio Manager, he is responsible for the oversight and direction of Bright Rock Capital. He also is responsible for managing client portfolios. In this capacity, Mr. Smith is involved in performing research and setting investment policy. Prior to joining Bright Rock Capital in 2010, Mr. Smith was a founding partner, Senior Vice President and a Senior Portfolio Manager of Mellon Growth Advisors (MGA), a subsidiary of Mellon Financial Corporation. He was the lead portfolio manager for the firm’s MGA Small Cap Growth, MGA Small/Mid Cap Growth, and MGA Mid Cap Growth strategies. Previously, Mr. Smith was a Principal at State Street Global Advisors (SSgA) where he led the US Small/Mid Cap Growth strategies in its Global Fundamental Strategies group. Prior to this, he was Managing Director of real estate securities at the Tuckerman Group, SSgA’s real estate subsidiary. Mr. Smith holds a B.A. in Economics from the University of Massachusetts/Amherst and a M.S. in Finance from the Sawyer School of Management at Suffolk University. He is a CFA charter holder, a member of the CFA Institute and the Boston Security Analysts Society. Mr. Smith serves on the SSgA Advisory Council and on the MSF Advisory Board for the MSF Program at the Sawyer School of Management at Suffolk University. He is also on the Board of Directors of Cardinal Cushing Centers Inc. and the Investment Committee for the South Shore Chamber of Commerce.
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Morningstar category
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Fund overview
CategoryMid-Cap Growth
Fund familyBright Rock
Net assets87.74M
YTD return7.64%
Yield0.00%
Morningstar rating★★★★
Inception date25 May 2010
Fund operations
Last dividend0.02
Last cap gain59.00
Holdings turnover8.30%
Average for categoryN/A
Fees and expenses
ExpenseBQMGXCategory average
Annual report expense ratio (net)1.13%1.09%
Prospectus net expense ratio1.13%N/A
Prospectus gross expense ratio1.13%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.36%
Max deferred sales loadN/A1.27%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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