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 382 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% | 4.94B | 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 Russell 1000 Growth Index Fund Institutio... | 0.05% | — | Dec 2010 | MYIFX vs VRGWX |
Best Risk-Adjusted Alternatives to MYIFX
MYIFX has a PortfoliosLab risk / return rank of 32. There are 133 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 | MYIFX vs VPMCX | |
| Chase Growth Fund Institutional Class | 90 | — | Jan 2007 | MYIFX vs CHAIX | |
| Chase Growth Fund | 89 | — | Dec 1997 | MYIFX vs CHASX | |
| One Rock Fund | 89 | — | Mar 2020 | MYIFX vs ONERX | |
| Fidelity Series Growth Company Fund | 88 | — | Nov 2013 | MYIFX vs FCGSX |
Top Performing MYIFX Alternatives (YTD)
MYIFX is at 8.71% YTD. There are 169 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 | MYIFX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 29.02% | — | Feb 2004 | MYIFX vs RYGRX | |
| ICON Equity Fund | 28.44% | — | Oct 2002 | MYIFX vs IOLZX | |
| Fidelity SAI U.S. Momentum Index Fund | 27.33% | — | Feb 2017 | MYIFX vs FUMIX | |
| Chase Growth Fund | 26.84% | — | Dec 1997 | MYIFX vs CHASX |
Lowest Volatility Alternatives to MYIFX
MYIFX has 14.27% 1-year volatility. There are 76 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 | MYIFX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.73% | — | Jan 2005 | MYIFX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 10.02% | — | Dec 2015 | MYIFX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.18% | — | Apr 2010 | MYIFX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.65% | — | Sep 2018 | MYIFX vs GQEPX |
Lowest Drawdown Alternatives to MYIFX
MYIFX has a 1-year max drawdown of -11.69%. There are 88 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 | 21 | 10.57% | — | May 1986 | MYIFX vs MONTX |
Often Compared With MYIFX
Investors most often compare MYIFX with BLUEX, FTQGX, FOCKX. These 12 comparison targets span 3 categories, based on PortfoliosLab usage data.
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