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Zacks FundsLarge GrowthGROZ · Cboe BZX

Zacks Focus Growth ETF (GROZ)

Price
$33.10
11 Sept 2026
Assets
$114.7M
Total net assets
Expense ratio
0.55%
Category 0.90%
Yield
0.04%
Trailing distributions
3Y CAGR
Category 21.9%
5Y CAGR
Category 9.9%
Loading NAV history…
Zacks Focus Growth ETF

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily closes. Risk-free rate 4% a year.

Standard deviation
Maximum drawdown
Sharpe ratio
Sortino ratio
Beta
Alpha
Information ratio
Upside capture
Downside capture
Tracking error
Trailing returns compared with benchmark
Period1M3M6MYTD1Y3YCAGR5YCAGR10YCAGRLaunchCAGR
ETF-0.5%+4.7%+17.6%+11.1%+15.2%+16.6%
Large Growth average-2.1%1.2%15.6%9.0%12.3%21.9%9.9%16.6%12.8%
Difference+1.6%+3.6%+2.0%+2.1%+2.9%+3.8%

Holdings

The 10 largest positions make up 59.2% of the fund.

Top holdings

Largest holdings by weight
TickerHoldingWeight
AAPLApple Inc9.95%
NVDANVIDIA Corp9.85%
MSFTMicrosoft Corp7.46%
GOOGLAlphabet Inc Class A7.29%
AVGOBroadcom Inc5.45%
AMZNAmazon.com Inc5.03%
MUMicron Technology Inc4.24%
TSLATesla Inc3.55%
LLYEli Lilly and Co3.54%
METAMeta Platforms Inc Class A2.81%

Portfolio valuation

Weighted averages of what the fund holds.

P/E
30.8
P/B
11.7
P/S
3.7
P/CF
25.9

Sector allocation

Share of the equity the fund holds.

53.9%Technology8 sectors
  1. Technology53.9%
  2. Communication services11.4%
  3. Consumer discretionary10.9%
  4. Health care8.4%
  5. Industrials6.5%
  6. Consumer staples4.6%
  7. Financial services3.6%
  8. Energy0.8%

Asset mix

  • Stocks99.5%
  • Cash0.5%

ETF details

Issuer
Zacks Funds
Category
Equity · Large Growth
Ticker
GROZ
Exchange
Cboe BZX
Inception
4 Dec 2024 (1.8 years)
Structure
Exchange Traded Fund
Expense ratio
0.55% (category 0.90%)
Holdings turnover
50% (category 62%)
Distribution yield
0.04%
Beta, 3 years
0.00
Total net assets
$114.7M

Prices and returns as of 11 Sept 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

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