Monetta Young Investor Growth Fund
MYIFX
NASDAQ
| Weiss Ratings | MYIFX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | MYIFX-NASDAQ | Click to Compare |
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| Provider | Monetta | |||
| Manager/Tenure (Years) | Robert S. Bacarella (18), Robert J. Bacarella (15) | |||
| Website | http://www.monetta.com | |||
| Fund Information | MYIFX-NASDAQ | Click to Compare |
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| Fund Name | Monetta Young Investor Growth Fund | |||
| Category | Large Growth | |||
| Sub-Category | US Equity Large Cap Growth | |||
| Prospectus Objective | Growth | |||
| Inception Date | Dec 12, 2006 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 500.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | MYIFX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.00% | |||
| Dividend | MYIFX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.03% | |||
| Asset Allocation | MYIFX-NASDAQ | Click to Compare |
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| Cash | 2.58% | |||
| Stock | 97.41% | |||
| U.S. Stock | 97.16% | |||
| Non-U.S. Stock | 0.25% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | MYIFX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -1.37% | |||
| 30-Day Total Return | 0.48% | |||
| 60-Day Total Return | 6.27% | |||
| 90-Day Total Return | 8.43% | |||
| Year to Date Total Return | 7.65% | |||
| 1-Year Total Return | 17.07% | |||
| 2-Year Total Return | 50.84% | |||
| 3-Year Total Return | 56.79% | |||
| 5-Year Total Return | 81.23% | |||
| Price | MYIFX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | MYIFX-NASDAQ | Click to Compare |
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| Nav | $20.82 | |||
| 1-Month Low NAV | $20.33 | |||
| 1-Month High NAV | $21.18 | |||
| 52-Week Low NAV | $16.07 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $21.62 | |||
| 52-Week High Price (Date) | Nov 13, 2024 | |||
| Beta / Standard Deviation | MYIFX-NASDAQ | Click to Compare |
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| Beta | 1.04 | |||
| Standard Deviation | 16.31 | |||
| Balance Sheet | MYIFX-NASDAQ | Click to Compare |
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| Total Assets | 41.77M | |||
| Operating Ratios | MYIFX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.48% | |||
| Turnover Ratio | 10.00% | |||
| Performance | MYIFX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 19.70% | |||
| Last Bear Market Total Return | -19.14% | |||