Monetta Fund (MONTX) belongs to the Large Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with MONTX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MONTX
MONTX charges 1.33% annually. There are 375 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | MONTX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.94B | Dec 2017 | MONTX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | MONTX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | MONTX vs VIGIX | |
| Vanguard Russell 1000 Growth Index Fund Institutio... | 0.05% | — | Dec 2010 | MONTX vs VRGWX |
Best Risk-Adjusted Alternatives to MONTX
MONTX has a PortfoliosLab risk / return rank of 21. There are 199 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 91 | 92.00B | Nov 1984 | MONTX vs VPMCX | |
| Chase Growth Fund Institutional Class | 90 | — | Jan 2007 | MONTX vs CHAIX | |
| Chase Growth Fund | 89 | — | Dec 1997 | MONTX vs CHASX | |
| One Rock Fund | 89 | — | Mar 2020 | MONTX vs ONERX | |
| Fidelity Series Growth Company Fund | 88 | — | Nov 2013 | MONTX vs FCGSX |
Top Performing MONTX Alternatives (YTD)
MONTX is at 10.57% YTD. There are 125 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 61.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 61.33% | — | Mar 2020 | MONTX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 29.02% | — | Feb 2004 | MONTX vs RYGRX | |
| ICON Equity Fund | 28.44% | — | Oct 2002 | MONTX vs IOLZX | |
| Fidelity SAI U.S. Momentum Index Fund | 27.33% | — | Feb 2017 | MONTX vs FUMIX | |
| Chase Growth Fund | 26.84% | — | Dec 1997 | MONTX vs CHASX |
Lowest Volatility Alternatives to MONTX
MONTX has 19.00% 1-year volatility. There are 331 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.86% | — | Sep 2019 | MONTX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.73% | — | Jan 2005 | MONTX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 10.02% | — | Dec 2015 | MONTX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.18% | — | Apr 2010 | MONTX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.65% | — | Sep 2018 | MONTX vs GQEPX |
Lowest Drawdown Alternatives to MONTX
MONTX has a 1-year max drawdown of -14.67%. There are 204 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -3.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | MONTX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | MONTX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | MONTX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | MONTX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | MONTX vs DNVYX |
Other Mutual Funds from Monetta
The 1 most viewed Monetta mutual funds shown here include MYIFX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Monetta Young Investor Growth Fund | Large Cap Growth Equities | 32 | 8.71% | — | Dec 2006 | MONTX vs MYIFX |
Often Compared With MONTX
Investors most often compare MONTX with FOCKX, TILIX, TVRIX. These 12 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare MONTX with Any Fund or Stock
Compare MONTX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MONTX with funds that move differently
Monetta Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MONTX.
Explore MONTX Diversifiers