One Rock Fund Quote
| ONERX Fund | USD 55.15 1.21 2.24% |
Performance16 of 100
| Odds Of DistressLess than 15
|
One Rock is trading at 55.15 as of the 26th of December 2024; that is 2.24 percent increase since the beginning of the trading day. The fund's open price was 53.94. One Rock has less than a 15 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 27th of October 2024 and ending today, the 26th of December 2024. Click here to learn more.
To achieve the funds investment objectives, the Adviser invests primarily in publicly traded common stocks of any capitalization. It may also invest in stock options, stock index futures, and stocks of foreign and emerging market issuers listed on U.S. More on One Rock Fund
Moving together with One Mutual Fund
One Mutual Fund Highlights
| Fund Concentration | Wrona Investment Management Funds, Large Growth Funds, Mid-Cap Growth Funds, Mid-Cap Growth, Wrona Investment Management (View all Sectors) |
| Update Date | 31st of December 2024 |
One Rock Fund [ONERX] is traded in USA and was established 26th of December 2024. One Rock is listed under Wrona Investment Management category by Fama And French industry classification. The fund is listed under Mid-Cap Growth category and is part of Wrona Investment Management family. This fund now has accumulated 1.67 M in assets with minimum initial investment of 2 K. One Rock Fund is currently producing year-to-date (YTD) return of 55.3%, while the total return for the last 3 years was 18.33%.
Check One Rock Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on One Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding One Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as One Rock Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top One Rock Fund Mutual Fund Constituents
| AMD | Advanced Micro Devices | Stock | Information Technology | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| ASML | ASML Holding NV | Stock | Information Technology | |
| CMG | Chipotle Mexican Grill | Stock | Consumer Discretionary | |
| CRWD | Crowdstrike Holdings | Stock | Information Technology | |
| CWH | Camping World Holdings | Stock | Consumer Discretionary | |
| MSFT | Microsoft | Stock | Information Technology | |
| MSTR | MicroStrategy Incorporated | Stock | Information Technology |
One Rock Fund Risk Profiles
| Mean Deviation | 1.38 | |||
| Semi Deviation | 1.57 | |||
| Standard Deviation | 1.84 | |||
| Variance | 3.39 |
One Rock Against Markets
Other Information on Investing in One Mutual Fund
One Rock financial ratios help investors to determine whether One Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in One with respect to the benefits of owning One Rock security.
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets | |
| Volatility Analysis Get historical volatility and risk analysis based on latest market data | |
| Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon |