Bright Rock Mid Cap Growth Instl
U.S. Bancorp Fund Services LLC615 East Michigan St 2nd FloorMilwaukee WI 53202
Map
Phone: 866-273-7223
| Category: | Mid-Cap Growth | | Fund Family: | Bright Rock | | Net Assets: | 34.48M | | Year-to-Date Return: | 7.44% | | Yield: | 0.00% | | Morningstar Rating: | N/A | | Fund Inception Date: | May 25, 2010 |
|
Douglas S. Butler
Lead Manager since Jun 27, 2012 | | | Doug Butler has worked in the investment business since 1991. As co-manager for the Bright Rock Quality Large Cap strategy, Mr. Butler is responsible for performing securities research, setting investment policy and individual stock selection. Prior to his current position, Mr. Butler had a consulting business, specializing in Mergers and Acquisitions consulting for private manufacturing firms in the Chicago area. Prior to starting his own business, he worked for Sanford C. Bernstein as an equity portfolio manager in their International Investment Management group. Mr. Butler is a CFA charter holder and has also received his designation as a Certified Financial Plannerâ¢. He is a member of the CFA Institute, the Boston Security Analysts Society and the Williams Club. Mr. Butler is a graduate of Trinity College. |
| Min Initial Investment: | 100,000 | | Min Initial Investment, IRA: | N/A | | Min Initial Investment, AIP: | 100,000 | | Min Subsequent Investment: | 5,000 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | 100 |
|
| |
| 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. |
| Last Dividend
:
| 0.00 | | Last Cap Gain
(Dec 16, 2012)
:
| 0.00 | | Annual Holdings Turnover
(May 8, 2013)
:
| 78.90% | | Average for Category: | 71.72% |
|
| Expense | BQMGX | Category Avg |
|---|
| Annual Report Expense Ratio (net): | 1.33% | 1.35% | | Prospectus Net Expense Ratio: | 1.25% | N/A | | Prospectus Gross Expense Ratio: | 1.52% | N/A | | Max 12b1 Fee: | N/A | N/A | | Max Front End Sales Load: | N/A | 5.38% | | Max Deferred Sales Load:
| N/A | 2.44% | | 3 Yr Expense Projection*: | 445 | 569 | | 5 Yr Expense Projection*: | 795 | 907 | | 10 Yr Expense Projection*: | 1,782 | 1,845 |
|
|
0.09(0.74%) May 17