Bright Mutual Fund Buy Hold or Sell Recommendation

BQLCX
 Fund
  

USD 21.10  0.33  1.59%   

Assuming the 90 days horizon and your slightly conservative level of risk, our recommendation regarding Bright Rock Quality is 'Strong Sell'. 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's available fundamental, technical, and predictive indicators you will find on this site.
  
The advice is provided from Bright Rock's buy-and-hold perspective. Continue to Bright Rock Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. We conduct extensive research on individual funds such as Bright and provide practical buy, sell, or hold recommendation based on selected investing horizon and risk tolerance towards Bright Rock Quality.

Execute Bright Rock Buy or Sell Advice

The Bright recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Bright Rock Quality. Macroaxis does not own or have any residual interests in Bright Rock Quality or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Bright Rock's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell Bright RockBuy Bright Rock
Strong Sell

Volatility

Details

Hype Condition

Details

Current Valuation

Details

Odds of Distress

Details

Economic Sensitivity

Details

Analyst Consensus

Not Available
Details
For the selected time horizon Bright Rock Quality has a Mean Deviation of 1.24, Standard Deviation of 1.61 and Variance of 2.58
Our investment recommendation module complements current analysts and expert consensus on Bright Rock. It analyzes the entity potential to grow using all fundamental, technical, and market related data available at the time. Use Bright Rock Quality number of employees, ten year return, as well as the relationship between the Ten Year Return and equity positions weight to ensure your buy or sell decision on Bright Rock Quality is adequate.

Bright Rock Trading Alerts and Improvement Suggestions

Bright Rock Quality is unlikely to experience financial distress in the next 2 years
The fund holds 99.74% of its assets under management (AUM) in equities

Bright Rock Returns Distribution Density

The distribution of Bright Rock's historical returns is an attempt to chart the uncertainty of Bright Rock's future price movements. The chart of the probability distribution of Bright Rock stock daily returns describes the distribution of returns around its average expected value. We use Bright Rock Quality price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Bright Rock returns is essential to provide solid investment advice for Bright Rock.
Mean Return-0.02Value At Risk-2.33
Potential Upside2.72Standard Deviation1.61
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Bright Rock historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

Bright Rock Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Bright Rock or Bright Rock sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Bright Rock's price will be affected by overall mutual fund market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Bright fund's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over DOW
-0.03
β
Beta against DOW-0.0032
σ
Overall volatility
1.59
Ir
Information ratio -0.06

Bright Rock Volatility Alert

Bright Rock Quality exhibits very low volatility with skewness of 0.55 and kurtosis of 1.5. However, we advise investors to further study Bright Rock Quality technical indicators to ensure that all market info is available and is reliable. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Bright Rock's mutual fund risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Bright Rock's mutual fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different stocks as prices fall.

Bright Rock Fundamentals Vs Peers

Comparing Bright Rock's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Bright Rock's direct or indirect competition across all of the common fundamentals between Bright Rock and the related equities. This way, we can detect undervalued stocks with similar characteristics as Bright Rock or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Bright Rock's fundamental indicators could also be used in its relative valuation, which is a method of valuing Bright Rock by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Bright Rock to competition
FundamentalsBright RockPeer Average
Price to Earning18.57 X6.53 X
Price to Book2.95 X0.74 X
Price to Sales1.50 X0.61 X
One Year Return9.60 %4.15 %
Three Year Return8.06 %3.60 %
Five Year Return7.42 %3.24 %
Ten Year Return10.92 %1.79 %
Net Asset346.76 M4.11 B
Minimum Initial Investment100 K976.16 K
Last Dividend Paid0.050.65
Cash Position Weight0.26 %10.61 %
Equity Positions Weight99.74 %63.90 %

About Bright Rock Buy or Sell Advice

When is the right time to buy or sell Bright Rock Quality? Buying financial instruments such as Bright Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.

Use Investing Ideas to Build Portfolios

In addition to having Bright Rock in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Run Consumer Thematic Idea Now

Consumer
Consumer Theme
Funds or Etfs that invest in consumer products such as packaged goods, clothing, food, beverages and retail services. The Consumer theme has 40 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Consumer Theme or any other thematic opportunities.
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Continue to Bright Rock Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. Note that the Bright Rock Quality information on this page should be used as a complementary analysis to other Bright Rock's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Equity Valuation module to check real value of public entities based on technical and fundamental data.

Complementary Tools for Bright Mutual Fund analysis

When running Bright Rock Quality price analysis, check to measure Bright Rock's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Bright Rock is operating at the current time. Most of Bright Rock's value examination focuses on studying past and present price action to predict the probability of Bright Rock's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Bright Rock's price. Additionally, you may evaluate how the addition of Bright Rock to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Bright Rock's value and its price as these two are different measures arrived at by different means. Investors typically determine Bright Rock value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Bright Rock's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.