Bright Rock Quality Large Cap Fund Institutional Class (BQLCX)

Overview

The fund is primarily focused on investing in equity securities of companies with large-sized market capitalizations. It adheres to a strategy of allocating at least 80% of its net assets towards such investments, encompassing a spectrum of firms that qualify within the range of the Russell 1000® Index market capitalizations at the point of investment. This strategy not only targets domestic large-cap entities but also extends globally, allowing up to a 25% investment in foreign large-cap companies, including those in emerging markets and those accessible through American Depositary Receipts (ADRs), tradeable in the U.S. This approach provides investors with a diversified exposure to large-cap equities across geographical boundaries.

Products and Services

• Equity Securities of Large-Cap Companies:

This product focuses on investing in the equity securities of companies with large market capitalizations, defined by their presence in the range of companies within the Russell 1000® Index at the time of investment. This segment offers investors the opportunity to partake in the growth and stability of established companies known for their market leadership and financial resilience.

• Investment in Foreign Large-Cap Companies:

The fund's strategy includes the opportunity to invest up to 25% of its assets in large-cap companies based outside of the U.S. This is facilitated by investing in securities traded in the U.S., including those located in emerging markets, as well as through American Depositary Receipts (ADRs). This allows for an expanded investment horizon, offering access to foreign markets that may present unique growth opportunities beyond the domestic large-cap segment.