One Rock Fund

Shareclass
One Rock (ONERX)
Type
Open-end mutual fund
Military weapon grade: Fund is invested in military contractors above the threshold of 4%. Assigned a grade of F.
How we track weapon investments
F
$2.82 MILLION
Military weapons
2
military weapon stocks found
11%
of assets flagged
Data as of 31 May 2025
Military contractors
Military contractors
Largest international arms manufacturers and military contractors
2
holdings
$2.82M
invested
11%
of portfolio
Nuclear weapons
Nuclear weapons
Manufacturers/servicers of nuclear armaments and delivery systems
1
holdings
$580,496
invested
2.24%
of portfolio
Controversial weapons
Controversial weapons
Manufacturers involved with cluster munitions, landmines, white phosphorus, depleted uranium
0 direct stock holdings
Military weapon companies
2 holdings
2 holdings
  • 1.  Palantir Technologies Inc Ordinary Shares - Class A
    $2.24M
    8.63%
  • 2.  Boeing Co
    Nuclear weapons
    $580,496
    2.24%
  For each weapons category, we show the fund's exposure. When calculating a portfolio's percent exposure to a list of companies, we only consider long investments, ignoring any shorts or liabilities.
Civilian firearm manufacturers and retailers

We also track investments in civilian firearm manufacturers and retailers raking in billions in handgun, assault rifle, and ammunition sales. Gun Free Funds is made for people looking to align their investments with their values by moving money out of companies that make and sell guns.

Financial performance
Performance data provided byMorningstarFind more financial data on ONERX at Morningstar.com
Current fund
ONERX
One Rock Fund
Family
Wrona Investment Management
Category
Mid-Cap Growth
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 10/31/25
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher
 5-yr returns 
14% more in annualized returns
More invested in military weapons 
6.07% more invested
More invested in major military contractors 
6.07% more invested
Less invested in manufacturers/servicers of nuclear weapons 
0.22% less invested
Less invested in manufacturers of controversial weapons 
0.7% less invested
Current fund
ONERX
One Rock Fund
Family
Wrona Investment Management
Category
Mid-Cap Growth
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 10/31/25
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher
 5-yr returns 
14% more in annualized returns
More invested in military weapons 
6.07% more invested
More invested in major military contractors 
6.07% more invested
Less invested in manufacturers/servicers of nuclear weapons 
0.22% less invested
Less invested in manufacturers of controversial weapons 
0.7% less invested
Current fund
ONERX
One Rock Fund
Family
Wrona Investment Management
Category
Mid-Cap Growth
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 10/31/25
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher
 5-yr returns 
14% more in annualized returns
More invested in military weapons 
6.07% more invested
More invested in major military contractors 
6.07% more invested
Less invested in manufacturers/servicers of nuclear weapons 
0.22% less invested
Less invested in manufacturers of controversial weapons 
0.7% less invested
Month-end trailing returns  
Annualized returns
Climate analysis
1-yr
3-yr
5-yr
10-yr
Military weapon weight
This fund
ONERX - One Rock Fund
90%
57%
31%
/
11% 
Benchmark
IVV - iShares Core S&P 500 ETF
21%
23%
18%
15%
4.79% 
Fund compared to benchmark
 
69%
34%
14%
/
6.07%  higher
Find more financial data on ONERX at Morningstar.com
What's next?
Learn how to make a change and move your money
Get started with our action toolkit
Action toolkit
Ask your employer about weapon free options for your retirement plan
Find socially responsible funds that are weapon free
Visit Fossil Free Funds to see exposure to fossil fuels
More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco

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