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Monetta Young Investor Growth (MYIFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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19.27-0.08 (-0.41%)
At close: 08:00PM EDT

Monetta Young Investor Growth

Wheaton IL 60187-8133

1776-a South Naperville Rd Ste 100

Monetta Trust

Management information
Robert S. Bacarella,Lead manager since 11 December 2006
Mr. Robert S. Bacarella is Chairman, President, and Director of Monetta Financial Services, Inc, which he founded in 1984. Mr. Robert S. Bacarella has been Chairman and CEO of Monetta since October 1996; Director of monetta since 1984; and President of Monetta from 1984 to 1996 and April 1997 to present. Mr. Bacarella was Director - Pension Fund Investments for Borg-Warner Corporation until 1989. He received his Bachelors Degree in Finance and Accounting from St. Joseph's College and his MBA from Roosevelt University.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryLarge Growth
Fund familyMonetta
Net assets37.68M
YTD return6.57%
Morningstar rating★★★
Inception date11 Dec 2006

Fund operations

Last dividend0.00
Last cap gain68.00
Holdings turnover6.20%
Average for categoryN/A

Fees and expenses

ExpenseMYIFXCategory average
Annual report expense ratio (net)1.65%0.99%
Prospectus net expense ratio1.65%N/A
Prospectus gross expense ratio1.65%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.36%
Max deferred sales loadN/A1.33%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A