Monetta Mutual Funds List
Here you can find all mutual funds issued by Monetta and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 2
- Avg. Expense Ratio
- 1.35%
- Avg. 1 Year Return
- 11.65%
- Avg. 5 Year Return
- 10.71%
- Median Risk/Return Score
- 18 / 100
Monetta Mutual Funds List
2 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Monetta Fund | Large Cap Growth Equities | May 6, 1986 | 1.33% | 5.24% | 14.50% | 19.21% | 13 | ||||||||
| Monetta Young Investor Growth Fund | Large Cap Growth Equities | Dec 12, 2006 | 1.37% | 5.29% | 13.71% | 18.05% | 24 |
Explore top Monetta Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Monetta Mutual funds by Risk/Return Score
The top Monetta Mutual funds by PortfoliosLab Risk/Return Score are MYIFX (24) and MONTX (13).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Monetta Young Investor Growth Fund | 24 | — | Dec 2006 | |
| Monetta Fund | 13 | — | May 1986 |
Best-Performing Monetta Mutual funds Over 5 Years
The top Monetta Mutual funds is MONTX (11.02%).
Across the lineup, Monetta Mutual funds show an average 1-year return of 11.65% and an average 5-year return of 10.71%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Monetta Fund | 11.02% | — | May 1986 | |
| Monetta Young Investor Growth Fund | 10.40% | — | Dec 2006 |
Lowest-Cost Monetta Mutual funds
The top Monetta Mutual funds is MONTX (1.33%).
With an average expense ratio of 1.35%, Monetta Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Monetta Fund | 1.33% | — | May 1986 | |
| Monetta Young Investor Growth Fund | 1.37% | — | Dec 2006 |
Highest-Yield Monetta Mutual funds
The top Monetta Mutual funds is MONTX (19.21%).
Across the lineup, Monetta Mutual funds show an average dividend yield of 18.63%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Monetta Fund | 19.21% | — | May 1986 | |
| Monetta Young Investor Growth Fund | 18.05% | — | Dec 2006 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.