GROZ

GROZ actively selects a portfolio of US companies demonstrating strong fundamentals and superior growth potential. Growth criteria are measured by Zacks proprietary assessment for strong earnings growth potential through upward earnings revisions and projected growth rates. Companies selected are considered to be favorable for long-term investment opportunities according to the fund advisor. The portfolio may contain exposure to any economic sector, and positions adjusted when they no longer seem attractive. The portfolio is constructed from US companies and consists of 40 to 120 positions, seeking to outperform a broad-based market index through quantitative and qualitative analysis. Regular monthly rebalancing occurs, though frequency may vary with events like mergers. The fund is non-diversified, allowing a high percentage of assets to concentrate in a few issuers.