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Literature

Bright Rock Quality Large Cap

  • Fact Sheet
  • Statutory Prospectus
  • Summary Prospectus
  • Statement of Additional Information
  • Annual Financial Statements
  • Semi-Annual Financial Statements
  • Annual Tailored Shareholder Report
  • Semi-Annual Tailored Shareholder Report
  • Applications
  • Regular Account Application

Bright Rock Mid Cap Growth

  • Fact Sheet
  • Statutory Prospectus
  • Summary Prospectus
  • Statement of Additional Information
  • Annual Financial Statements
  • Semi-Annual Financial Statements
  • Annual Tailored Shareholder Report
  • Semi-Annual Tailored Shareholder Report
  • Applications
  • Regular Account Application

Quick Links

Fact Sheet - Bright Rock Quality Large Cap Fund

Fact Sheet - Bright Rock Mid Cap Growth Fund

Statutory Prospectus

Summary Prospectus - Bright Rock Quality Large Cap Fund

Summary Prospectus - Bright Rock Mid Cap Growth Fund

Statement of Additional Information

Regular Account Application

IRA Application

IRA Transfer Form

IRA Disclosure Statement

Entity Account Application

Certification of Beneficial Owners

N-PX proxy voting results

Home | About Us | Funds | Literature | How to Invest | News | Contact Us | Privacy Policy

Please note that the Bright Rock Funds referred to in this website are offered and sold only to United States residents, and the information on this website is intended only for such people. The Funds are not offered for sale in countries other than the U.S. and it territories. This website should not be considered a solicitation to buy or an offer to sell shares of the Bright Rock Funds in any jurisdiction where it would be unlawful under the securities law of that jurisdiction.

Each fund's investment objectives, risks, charges, expenses and other information are described in the prospectus, which must be read and considered carefully before investing. You may download the Statutory Prospectus, Summary Prospectus – Bright Rock Quality Large Cap Fund, and Summary Prospectus – Bright Rock Mid Cap Growth Fund or obtain a hard copy by calling 1.866.273.7223.

Mutual fund investing involves risk. Principal loss is possible. Investments in mid cap companies can involve additional risks such as limited liquidity and greater volatility. Investments in foreign securities can exhibit greater volatility and additional risks include political, economic, and currency risks as well as differences in accounting methods. These risks can be greater for investments in emerging markets. ETF investments involve additional risks such as the market price trading at a discount to its net asset value, an active secondary trading market may not develop or be maintained or trading may be halted by the exchange in which they trade, which may impact the fund's ability to sell its shares. Derivatives, such as options and futures, involve risks different, and in certain cases, greater than the risks presented by more traditional investments. Growth stocks may be more sensitive to changes in current or expected earnings than the prices of other stocks. Value stocks may perform differently from the market as a whole and may continue to be undervalued by the market for long periods of time.

Not FDIC Insured - No Bank Guarantee - May Lose Value

Diversification does not assure a profit or protect against loss in a declining market.

Bright Rock Funds are distributed by Quasar Distributors, LLC.