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BQMGX Bright Rock Mid Cap Growth Instl

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Fund BQMGX Bright Rock Mid Cap Growth Instl JAENX Janus Enterprise T TARKX Tarkio  
100% 87% 86%
Annual Fees
(1.25% Exp. Ratio)
(0.92% Exp. Ratio)
(1.00% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.62% annual return
$35,356.83 $39,078.70 $38,143.11
Est. savings over 30 yrs +$3,721.87 +$2,786.27
As of 10/31/16
1 YR RETURN 5.68%
3 YR 6.39%
5 YR 8.62%
10 YR --
1 YR RETURN 6.05%
3 YR 9.57%
5 YR 13.74%
10 YR 9.25%
1 YR RETURN 13.17%
3 YR 6.74%
5 YR 11.84%
10 YR --
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 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.
The investment seeks long-term growth of capital. The fund pursues its investment objective by investing primarily in common stocks selected for their growth potential, and normally invests at least 50% of its equity assets in medium-sized companies. Medium-sized companies are those whose market capitalization falls within the range of companies in the Russell Midcap® Growth Index. Market capitalization is a commonly used measure of the size and value of a company. It may also invest in foreign securities, which may include investments in emerging markets.
The investment seeks long-term growth of capital. The fund, under normal market conditions, invests primarily in common stock of U.S. companies that are selected for their long-term appreciation potential. To a significantly lesser extent, it may invest in fixed income securities (including debt securities that could be viewed as "junk bonds") and securities of foreign issuers, including issuers in emerging markets using the same fundamental research approach based on quality and price. The fund is non-diversified.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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