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 376 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 | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | MONTX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.90B | Dec 2017 | MONTX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | MONTX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 393.80B | Nov 2000 | MONTX vs VIGAX |
Best Risk-Adjusted Alternatives to MONTX
MONTX has a PortfoliosLab risk / return rank of 28. There are 166 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 94 | 92.00B | Nov 1984 | MONTX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 93 | — | Nov 2004 | MONTX vs POGRX | |
| Fidelity OTC Portfolio Class K | 92 | — | May 2008 | MONTX vs FOCKX | |
| Fidelity OTC Portfolio | 92 | — | Dec 1984 | MONTX vs FOCPX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 91 | 31.20B | Nov 2001 | MONTX vs VHCAX |
Top Performing MONTX Alternatives (YTD)
MONTX is at 12.34% YTD. There are 107 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 66.30%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 66.30% | — | Mar 2020 | MONTX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 33.25% | — | Feb 2004 | MONTX vs RYGRX | |
| Fidelity Focused Stock Fund | 32.07% | — | Nov 1996 | MONTX vs FTQGX | |
| Fidelity SAI U.S. Momentum Index Fund | 30.85% | — | Feb 2017 | MONTX vs FUMIX | |
| Columbia Global Technology Growth Fund Class A | 30.84% | — | Nov 2000 | MONTX vs CTCAX |
Lowest Volatility Alternatives to MONTX
MONTX has 18.70% 1-year volatility. There are 332 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.48%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.48% | — | Sep 2019 | MONTX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.67% | — | Jan 2005 | MONTX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.85% | — | Dec 2015 | MONTX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.16% | — | Apr 2010 | MONTX vs AWYIX | |
| AMG Veritas Global Real Return Fund | 10.40% | — | Jan 1991 | MONTX vs BLUEX |
Lowest Drawdown Alternatives to MONTX
MONTX has a 1-year max drawdown of -14.67%. There are 205 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 | 35 | 8.44% | — | Dec 2006 | MONTX vs MYIFX |
Often Compared With MONTX
Investors most often compare MONTX with TILIX, CHASX, CPEAX. These 8 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| TIAA-CREF Large-Cap Growth Index Fund | Large Cap Growth Equities | 22 | 4.46% | — | Oct 2002 | MONTX vs TILIX | |
| Chase Growth Fund | Large Cap Growth Equities | 88 | 25.63% | — | Dec 1997 | MONTX vs CHASX | |
| Catalyst Dynamic Alpha Fund | Large Cap Growth Equities | 53 | 26.79% | — | Dec 2011 | MONTX vs CPEAX | |
| Guggenheim Directional Allocation Fund | Large Cap Growth Equities | 70 | 11.06% | — | Jun 2012 | MONTX vs TVRIX | |
| Fidelity Series Growth Company Fund | Large Cap Growth Equities | 90 | 23.73% | — | Nov 2013 | MONTX vs FCGSX | |
| GQG Partners US Select Quality Equity Fund Investo... | Large Cap Growth Equities | 4 | 2.45% | — | Sep 2018 | MONTX vs GQEPX | |
| ICON Equity Fund | Large Cap Growth Equities | 84 | 30.41% | — | Oct 2002 | MONTX vs IOLZX | |
| Fidelity OTC K6 Portfolio | Large Cap Growth Equities | 84 | 26.16% | — | Jun 2019 | MONTX vs FOKFX |
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