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BQMGX Bright Rock Mid Cap Growth Instl Forecast, Technical & Fundamental Analysis

Category MidCapGrowth
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Arista Networks (NYSE:ANET), Fastenal Company (NASDAQ:FAST), Tractor Supply Company (NASDAQ:TSCO).

Industry description

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. The adviser defines mid-cap companies as those companies with market capitalizations within the range of companies in the Russell Midcap® Growth Total Return 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.

Market Cap

The average market capitalization across the Bright Rock Mid Cap Growth Instl MF is 49.13B. The market cap for tickers in the group ranges from 12.77B to 90.66B. ANET holds the highest valuation in this group at 90.66B. The lowest valued company is JKHY at 12.77B.

Volume

The average weekly volume growth across all stocks in the Bright Rock Mid Cap Growth Instl MF was -42%. For the same stocks of the MF, the average monthly volume growth was 2% and the average quarterly volume growth was -16%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 68
P/E Growth Rating: 45
Price Growth Rating: 35
SMR Rating: 34
Profit Risk Rating: 22
Seasonality Score: 16 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category MidCapGrowth

Profile
Fundamentals
Details
Category
Mid-Cap Growth
Address
U.S. Bancorp Fund Services LLC615 East Michigan St 2nd FloorMilwaukee
Phone
4147655067
Web
www.brightrockfunds.com
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BQMGX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, BQMGX has been closely correlated with FSMAX. These tickers have moved in lockstep 92% of the time. This A.I.-generated data suggests there is a high statistical probability that if BQMGX jumps, then FSMAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To BQMGX
1D Price
Change %
BQMGX100%
+0.11%
FSMAX - BQMGX
92%
Closely correlated
-0.68%
PMAQX - BQMGX
88%
Closely correlated
+0.33%
PEMGX - BQMGX
87%
Closely correlated
+0.33%
RPMGX - BQMGX
82%
Closely correlated
-0.29%
PAMCX - BQMGX
82%
Closely correlated
-0.30%
More