PlanRock offers the PlanRock Alternative Growth ETF (PRAE) exchange-traded fund traded on the New York Stock Exchange (NYSE) with an objective of tax efficiency, high risk-adjusted returns and lower correlation to traditional stock markets.

The PlanRock Alternative Growth ETF is designed to provide investors with diversified growth by combining global equities plus alternative investments that have historically exhibited lower correlation to traditional markets. By dynamically shifting across sectors, regions, investment style or factors, and other growth asset classes, the portfolio seeks to capture opportunities across changing market environments while reducing reliance on any single market or investment style—all with the goal of delivering more consistent, risk-adjusted returns over time.

The PlanRock Alternative Growth ETF can be a complement or replacement to traditional US and foreign stocks

PlanRock was established in 2020 by three of the portfolio managers of the previous Compass EMP/Victory Funds and VictoryShares team. The investment team has a combined experience of 77 years managing strategies that are included in the PlanRock Funds offered. The investment team has also been responsible for managing over 25 mutual funds and exchange-traded funds, as well as designed over 20 stock market indexes. The Funds previously managed by the PlanRock team currently have over $5.5 billion in assets under management. Please see the Investment Team section for more information.