Monetta Fund Overview (MONTX)

The Monetta Fund seeks long-term capital growth by primarily investing in large growth companies that demonstrate a high-degree of earnings sustainability and long-term growth.

Stock selection process using quantitative screens to identify:

  • Sales and Earnings Stability
  • Improving Quarterly Earning Trends
  • Review of company's fundamentals including balance sheet strength and income analysis
  • Improving money flows, relative strength and technical patterns

Stock Selection Guideline

  • Quality Management Team
  • Competitive Advantage
  • Proven Business Model
  • Improving Earnings Guidance

The minimum investment in the Monetta Mutual Fund is:

  • $1,000 no additional investment account required or
  • $100 with an additional automatic investment plan (AIP)* of at least $25 per month


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Please read the Prospectus carefully before you invest. It contains more complete information about the Monetta Funds, including risks specific to each fund, fees and expenses. A free, hard-copy of the prospectus can be obtained by calling 1-800-241-9772.

Mutual fund investing involves risk. Principal loss is possible. The Funds may make short-term investments, without limitation, for defensive purposes, which investments may provide lower returns than other types of investments. The portion of the Core Growth Fund that invests in underlying ETF’s that track the Index will be subject to certain risks which are unique to tracking the Index. By investing in ETF’s, you will indirectly bear your share of any fees and expenses charged by the underlying funds, in addition to indirectly bearing the principal risks of the funds. Growth-oriented funds may under-perform when growth stocks are out of favor. Please refer to the prospectus for further details. While the funds are no-load, management and other expenses still apply.

*The AIP Plan does not assure a profit and does not protect against a loss in declining markets. Such a plan involves continuous investment in securities regardless of fluctuating price levels, and investors should consider their financial ability to continue purchases through periods of low price levels.

The Fund's website contains links to third-party websites. The Fund and the advisor are not affiliated with, sponsored by, or endorsed by any 3rd party website. Monetta Funds are not responsible for, nor can guarantee the accuracy of, information on 3rd party websites.

Monetta Financial Services, Inc. is the adviser to the Monetta Funds. The Monetta Funds are distributed by Quasar Distributors, LLC.