Zacks Trust - Zacks Focus Growth ETF
GROZ
Chicago Board Options Exchange- -
USD
- -
- -
Capital Structure
FRC
•
in mil. unless spec.Working Capital
FRC
•
in mil. unless spec.Growth Rates
FRC
•
in mil. unless spec.Quarterly Revenue
FRC
•
in mil. unless spec.Quarterly Earnings Per Share
FRC
•
in mil. unless spec.Quarterly Dividends Per Share
FRC
•
in mil. unless spec.Company Description
- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 227 West Monroe Street, Suite 4350 Chicago IL United States of America 60606
- IPO Date
- Dec 5, 2024
- CIK
- 0001760588
- Website
- zacksetfs.com
- Similar Companies
- Business
- Zacks Focus Growth ETF is an actively managed, non-diversified exchange-traded fund that seeks to provide long-term total returns while minimizing capital loss through investments in U.S.-listed growth-oriented equity securities. The fund, a series of Zacks Trust, primarily invests in common stocks of companies exhibiting sound fundamentals and superior earnings-growth potential relative to the broader U.S. equity market; it defines growth potential through analysts’ upward earnings-estimate revisions and projected earnings-growth rates. The portfolio generally comprises 40 to 120 holdings, is rebalanced principally monthly, and may invest across all economic sectors, with security selection based on quantitative and qualitative analysis designed to outperform the Russell 1000 Growth Index. Zacks Investment Management, Inc. serves as investment adviser, and Mitch Zacks has managed the fund since inception. The fund’s investment process incorporates the Zacks Indicator, multi-factor analysis and, more recently, a proprietary AI Exposure Tool intended to evaluate companies’ sensitivity to artificial-intelligence technologies and technology disruption. Shares trade on Cboe BZX Exchange under the ticker GROZ and are available to retail and institutional investors through brokers and dealers; creation and redemption transactions are conducted in 25,000-share Creation Units for authorized participants. GROZ commenced operations in December 2024 and is headquartered through its adviser in Chicago, Illinois. Recent developments include the April 2026 issuance of an updated summary prospectus, continuation of a contractual expense limitation through at least April 1, 2027 that reduces net annual operating expenses to 0.55%, and the incorporation of the AI Exposure Tool within the large-cap growth investment framework.