Monetta Young Investor Growth Fund (MYIFX) 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 MYIFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MYIFX
MYIFX charges 1.37% annually. There are 383 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 | MYIFX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.90B | Dec 2017 | MYIFX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | MYIFX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | MYIFX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 393.80B | Nov 2000 | MYIFX vs VIGAX |
Best Risk-Adjusted Alternatives to MYIFX
MYIFX has a PortfoliosLab risk / return rank of 35. There are 132 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 | MYIFX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 93 | — | Nov 2004 | MYIFX vs POGRX | |
| Fidelity OTC Portfolio Class K | 92 | — | May 2008 | MYIFX vs FOCKX | |
| Fidelity OTC Portfolio | 92 | — | Dec 1984 | MYIFX vs FOCPX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 91 | 31.20B | Nov 2001 | MYIFX vs VHCAX |
Top Performing MYIFX Alternatives (YTD)
MYIFX is at 8.44% YTD. There are 172 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 | MYIFX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 33.25% | — | Feb 2004 | MYIFX vs RYGRX | |
| Fidelity Focused Stock Fund | 32.07% | — | Nov 1996 | MYIFX vs FTQGX | |
| Fidelity SAI U.S. Momentum Index Fund | 30.85% | — | Feb 2017 | MYIFX vs FUMIX | |
| Columbia Global Technology Growth Fund Class A | 30.84% | — | Nov 2000 | MYIFX vs CTCAX |
Lowest Volatility Alternatives to MYIFX
MYIFX has 14.13% 1-year volatility. There are 74 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 | MYIFX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.67% | — | Jan 2005 | MYIFX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.85% | — | Dec 2015 | MYIFX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.16% | — | Apr 2010 | MYIFX vs AWYIX | |
| AMG Veritas Global Real Return Fund | 10.40% | — | Jan 1991 | MYIFX vs BLUEX |
Lowest Drawdown Alternatives to MYIFX
MYIFX has a 1-year max drawdown of -11.69%. There are 89 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 | MYIFX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | MYIFX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | MYIFX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | MYIFX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | MYIFX vs DNVYX |
Other Mutual Funds from Monetta
The 1 most viewed Monetta mutual funds shown here include MONTX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Monetta Fund | Large Cap Growth Equities | 28 | 12.34% | — | May 1986 | MYIFX vs MONTX |
Often Compared With MYIFX
Investors most often compare MYIFX with IOLZX, FCGSX, GQEPX. These 8 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| ICON Equity Fund | Large Cap Growth Equities | 84 | 30.41% | — | Oct 2002 | MYIFX vs IOLZX | |
| Fidelity Series Growth Company Fund | Large Cap Growth Equities | 90 | 23.73% | — | Nov 2013 | MYIFX vs FCGSX | |
| GQG Partners US Select Quality Equity Fund Investo... | Large Cap Growth Equities | 4 | 2.45% | — | Sep 2018 | MYIFX vs GQEPX | |
| Guggenheim Directional Allocation Fund | Large Cap Growth Equities | 70 | 11.06% | — | Jun 2012 | MYIFX vs TVRIX | |
| Chase Growth Fund | Large Cap Growth Equities | 88 | 25.63% | — | Dec 1997 | MYIFX vs CHASX | |
| TIAA-CREF Large-Cap Growth Index Fund | Large Cap Growth Equities | 22 | 4.46% | — | Oct 2002 | MYIFX vs TILIX | |
| Fidelity Advisor Stock Selector All Cap Fund Class... | Large Cap Growth Equities | 85 | 15.58% | — | May 2008 | MYIFX vs FSSKX | |
| Fidelity OTC K6 Portfolio | Large Cap Growth Equities | 84 | 26.16% | — | Jun 2019 | MYIFX vs FOKFX |
Compare MYIFX with Any Fund or Stock
Compare MYIFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MYIFX with funds that move differently
Monetta Young Investor Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MYIFX.
Explore MYIFX Diversifiers