About ONERX
One Rock Fund is a no-load, actively managed mutual fund focused on achieving capital appreciation through investments in publicly traded U.S. common stocks across all market capitalizations. The fund is managed by Wrona Investment Management, LLC and distinguishes itself with a strong emphasis on technology companies, although it also allocates assets to other growth-oriented sectors. As a non-diversified fund, One Rock concentrates its holdings, with a significant portion typically in its top positions, often leading to a high portfolio turnover rate. This strategy allows for nimble responses to market events and company-specific news, utilizing both fundamental and technical analysis to identify businesses experiencing positive momentum or benefiting from market overreactions. Additionally, the fund may invest in options, futures, foreign and emerging market stocks listed in the U.S., and can employ short sales and leverage to pursue its objectives. One Rock Fund purposefully excludes companies involved in sectors such as alcohol, tobacco, gambling, and other activities inconsistent with its ethical screening criteria. Overall, it serves investors seeking exposure to dynamic, growth-oriented equities with an active, opportunistic approach to portfolio management.
Fund Family Wrona Investment Management
Category Mid-Cap Growth
Stock Exchange NASDAQ
Ticker Symbol ONERX
ONERX had a total return of 13.19% in the past year, including dividends. Since the fund's
inception, the average annual return has been 31.69%.
