Bright Rock Buy Hold or Sell Recommendation

BQLCX -- USA Fund  

USD 18.12  0.05  0.28%

Assuming 30 trading days horizon, and your above average risk tolerance our recommendation regarding Bright Rock Quality Large Cap F is 'Hold'. Macroaxis provides Bright Rock buy hold or sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding BQLCX positions. The advice algorithm takes into account all of Bright Rock Quality available fundamental, technical, and predictive indicators you will find on this site. The advice is provided from BQLCX buy-and-hold prospective. Check also Bright Rock Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for muliple equity instruments please use Instant Ratings tool.

Time Horizon

Risk Tolerance

Symbol
Execute Advice
Sell Bright RockBuy Bright Rock
Hold

Hype Condition

Current Valuation

Odds of Distress

Analyst Consensus

Not Available
For the selected time horizon Bright Rock Quality Large Cap F has a risk adjusted performance of 0.0483, jensen alpha of 0.0332, total risk alpha of 0.0639, sortino ratio of 0.0568 and treynor ratio of (0.47)
Our buy or sell advice tool can be used to cross verify current analyst consensus on Bright Rock Quality and to analyze the fund potential to grow in the current economic cycle. Use Bright Rock Quality Number of Employees and Net Asset to make sure your buy or sell decision on Bright Rock Quality is adequate.

Bright Rock Trading Alerts and Improvement Suggestions

On September 13, 2019 Bright Rock paid $ 0.061 per share dividend to its current shareholders
Latest headline from www.prnewswire.com: Southern Companys 2019 proxy statement recognized as the nations best - PRNewswire
The fund holds 99.18% of its assets under management (AUM) in equities

Bright Rock Returns Distribution Density

Mean Return0.045488Value At Risk1.84
Potential Upside1.21Standard Deviation0.91
 Return Density 
      Distribution 

Bright Rock Greeks

α
Alpha over DOW
=0.033172
β
Beta against DOW=0.08
σ
Overall volatility
=0.91
Ir
Information ratio =0.07

Bright Rock Volatility Alert

Bright Rock Quality Large Cap F has relatively low volatility with skewness of -0.89 and kurtosis of 1.02. However, we advise all investors to independently investigate Bright Rock Quality Large Cap F to ensure market all accessible information is consistent with the expectations about its upside potential and future risk-adjusted return.
    
 Better Than Average     
    
 Worse Than Average Compare Bright Rock to competition

Bright Rock Fundamental Vs Peers

FundamentalsBright RockPeer Average
Price to Earning18.57 6.53 
Price to Book2.95 0.74 
Price to Sales1.50 0.61 
One Year Return5.57 4.15 
Three Year Return18.02 3.60 
Five Year Return14.54 3.24 
Net Asset256.18 M4.11 B
Minimum Initial Investment100 K976.16 K
Last Dividend Paid0.060.65
Cash Position Weight0.82 10.61 
Equity Positions Weight99.18 63.90 
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