ONE ROCK

F U N D

ONE ROCK Fund (ONERX) is a "no-load" mutual fund, meaning there is no upfront sales charge.

 

ONE ROCK Fund seeks capital appreciation by investing primarily in publicly traded U.S. common stocks of any capitalization.

ONE ROCK Fund may invest in stock options, stock index futures, and stocks of foreign and emerging market issuers listed on U.S. exchanges. The Fund may also engage in short sales. 

investment style

  • ONE ROCK Fund (ONERX) is "non-diversified", meaning it can invest in fewer securities at any one time than "diversified" portfolios.  Expect many/most of these companies to be in the technology sector and exhibit strong growth in revenues, earnings and/or cash flows, although investments may also be made in other sectors.

  • ONE ROCK Fund invests in common stocks of companies experiencing "business momentum", defined as companies with business conditions that are, in the Advisor's opinion, generally improving from its recent past or are likely to improve shortly.  The Advisor employs a bottom-up, fundamental research approach to each company and industry with a technical analysis overlay to gain a better understanding of investor sentiment and potential future risks.

  • ONE ROCK Fund invests in short-term opportunities that the Advisor believes to be a market overreaction to recently disclosed public news.  Such situations can be caused for many reasons including earnings, analyst rating changes, competitor changes in business outlook, secondary stock offerings, industry headline news, extraordinary events, economic reports or monetary actions.  In these circumstances, business momentum may not be a factor and the expectation is for a short-term trade.

  • ONE ROCK Fund will sell a security when the Advisor believes that the underlying reasons for the purchase are no longer valid.  Such reasons may include significant price appreciation, an adverse change in business conditions for the company, loss of market share or heightened competition, and/or better investment opportunities in other companies.

  • ONE ROCK Fund may actively invest in stock options, stock index futures, and may engage in short sales and invest the proceeds to increase its long equity exposure.  This may result in the use of leverage.  Please see the prospectus for more details on these potential investments.

  • ONE ROCK Fund seeks to exclude direct investment in the securities issued by any company that is involved in the production or wholesale distribution of alcohol, tobacco, vaping equipment, gambling equipment, gambling enterprises, pornography, or which provide products or services that do not allow the right to life at all stages.

And did all drink the same spiritual drink:

for they drank of that spiritual Rock that followed them;

and that Rock was Christ.

1 Corinthians 10:4

ONE ROCK Fund

c/o Mutual Shareholder Services, LLC

8000 Town Centre Drive, Suite 400

Broadview Heights, OH  44147

TEL: 1-800-564-3899

FAX: 440-526-4446

HOURS:

Monday - Friday 

8:30 AM - 5:00 PM EST

info@onerockfund.com

FUND MANAGER:
 

Jeff Wrona

Wrona Investment Management, LLC

P.O. Box 4773

Pinehurst, NC  28374

info@onerockfund.com

Please consider the investment objectives, risks and charges and expenses of the Fund carefully before investing. The Fund’s prospectus contains this and other information about the Fund and is available on this website or by calling (800)-564-3899. Please read the prospectus carefully before investing. An investment in the Fund is not a deposit of a bank and is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. The Fund may be offered only to persons in the United States and by way of a prospectus. This website should not be considered a solicitation or offering of any product or service to investors residing outside of the United States.

The investment return and principal value of an investment in the Fund will fluctuate so that an investor's share, when redeemed, may be worth more or less than their original cost.

Investing in the Fund involves risks such as Equity Risk, Futures Risk, Hedging Risk, Investment Risk, Large-Capitalization Risk, Leverage Risk, Limited History of Operations Risk, Management Risk, Market Risk, New Advisor Risk, Non-diversification Risk, Options Risk, Regulatory Risk, Sector Risk, Short Sales Risk, Small- and Mid-Capitalization Stock Risk, Technology Sector Risk, Turnover Risk and Underlying Fund Risk.  Investors should carefully review the risks associated with an investment in the Fund by reading the prospectus which can be found here.  Understand those risks before investing.