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One Rock (ONERX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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44.47+0.65 (+1.48%)
At close: 08:00PM EDT

One Rock

Rancho Santa Fe, CA 92067

PO Box 675203 14249 Rancho Santa Fe Farms Road

Amm Funds

1-888-999-1395
Management information
,Lead manager since 5 March 2020
Mr. Wrona founded Wrona Investment Management, LLC in 2019 and serves as the firm's President, Portfolio Manager, and CCO. He has managed his family’s portfolio since 2001. Mr. Wrona was a Portfolio Manager at Pilgrim Baxter & Associates from 1997 to 2001. Mr. Wrona was also a Portfolio Manager and Securities Analyst at Munder Capital Management from 1990 to 1997. Previously, he served as portfolio manager with SunAmerica Asset Management. He has also served as securities analyst with Drexel, Burnham, Lambert and was a product designer with the Ford Motor Company. Mr. Wrona has over 30 years of investment experience in the public securities markets. He holds the Chartered Financial Analyst designation.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryMid-Cap Growth
Fund familyWrona Investment Management
Net assets18.75M
YTD return24.96%
Yield0.00%
Morningstar rating★★★★★
Inception date5 Mar 2020

Fund operations

Last dividendN/A
Last cap gain11.00
Holdings turnover676.38%
Average for categoryN/A

Fees and expenses

ExpenseONERXCategory average
Annual report expense ratio (net)1.77%1.09%
Prospectus net expense ratio1.77%N/A
Prospectus gross expense ratio1.82%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.36%
Max deferred sales loadN/A1.27%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A