Monetta Mutual Funds Press Releases

  1. (November 2018) “Opinion: Here's your seven-point guide for the next phase of the stock market”
  2. (October 2018) “Opinion: 5 reasons to buy stocks now — and 5 reasons to flee this market”
  3. (October 2018) “Opinion: Don’t sell now — we’re not heading into a bear market for stocks”
  4. (October 2018) “Choose These Mutual Funds If They Are Available In Your 401(k) Plan”
  5. (September 2018) Rare mutual fund beating the index brshes off active-passive debate
  6. (September 2018) Monetta Financial Services rebrands Monetta Young Investor Fund (MYIFX) as Monetta Core Growth Fund
  7. (December 2016) Monetta Young Investor Fund Celebrates its 10th Anniversary... Using a Passive/Active Investment Approach
  8. (June-2016) Monetta Fund Celebrates 30th Anniversary
  9. (September-2015) Monetta Young Investor Fund added to the New Mexico Scholar's Edge 529 Plan
  10. (May-2013) Monetta Young Investor Fund Partners with GiftofCollege®.com, a New Gifting Internet Registry Platform
  11. (March-2013) Monetta Young Investor Fund Wins 2013 Lipper Fund Award
  12. (January 2012) College Savings Options...Don't Put all your Eggs in One Basket
  13. (February 2011) Monetta Young Investor Fund Partners With®
  14. (April 2009) Monetta Young Investor Fund Partners With Munny Journey™
  15. (January 2009) Monetta Young Investor Fund Provides Investors with College Tuition Credits

Click here for Performance. Performance data quoted represents past performance; past performance does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Current performance of the fund may be lower or higher than the performance quoted. Performance data current to the most recent month end may be obtained by calling 1-800-241-9772.

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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.

Standard and Poor’s 500® Index is a capitalization-weighted index of 500 stocks. This unmanaged index is designed to measure performance of the broad domestic economy through changes in the aggregate market value of 500 stocks representing all major industries. The index was developed with a base level of 10 for the 1941-43 base period. You cannot invest directly in an index.

Monetta Fund Holdings
Monetta Core Growth Fund Holdings

Fund holdings are subject to change and are not recommendations to buy or sell any security. Current and future portfolio holdings are subject to risk. Manager views are subject to change at any time, are not guaranteed, and should not be considered investment advice.

Opinions expressed are subject to change at any time, are not guaranteed and should not be considered investment advice.

References to other funds should not be considered an offer of these securities.

Alpha compares risk-adjusted performance relative to an index. Positive alpha means outperformance on a risk-adjusted basis. Beta measures the volatility of a security or portfolio relative to an index. Less than one means lower volatility than the index; more than one means greater volatility. R-squared (R2) measures the relationship between portfolio and index performance on a scale of 0.00 (0%) to 1.00 (100%). A higher R2 indicates more of the portfolio’s performance is affected by market movements and vice versa. Price-to-Earnings (P/E) is calculated by dividing the current price of a stock by the company’s trailing 12 months’ earnings per share. CBOE Volatility Index (VIX)  is a calculation designed to produce a measure of constant, 30-day expected volatility of the U.S. stock market, derived from real-time, mid-quote prices of S&P 500® Index (SPXSM) call and put options. On a global basis, it is one of the most recognized measures of volatility -- widely reported by financial media and closely followed by a variety of market participants as a daily market indicator. The The Dow Jones Industrial Average (DJIA) is a price-weighted average of 30 significant stocks traded on the New York Stock Exchange (NYSE) and the Nasdaq.

For custodial accounts, MFSI has a "college savings program" where the Monetta Shareholders automatically receive an investment kit, a quarterly newsletter, various educational materials and in addition, if enrolled, will receive Tuition Rewards.

All cost for the College Savings Program including participation in the Tuition Rewards Program are paid by MFSI.

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.