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Morningstar

Monetta

Monetta Parent Rating

Average
Morningstar Manager Research

Monetta is an industry-standard asset manager, leading to an Average Parent Pillar rating.

A strength of the steward is the longest-tenured portfolio managers’ average tenure of 28 years at the firm, bringing a wealth of experience to the table. Looking at the firm's risk-adjusted performance, the product lineup compares similarly to competitors. Across its open-end and exchange-traded funds, the firm's average three-year Morningstar Rating is 2.5 stars. Monetta open-end and exchange-traded products are priced, on average, among the highest quintile of similarly distributed strategies. This higher expense profile of its funds creates a larger performance hurdle and contributes negatively to Monetta's rating.

Monetta Investments

Mutual Funds

See All Monetta Funds

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

116.96 Mil

Investment Flows (TTM)

−9.80 Mil

Asset Growth Rate (TTM)

−10.05%

# of Share Classes

2
Morningstar Rating # of Share Classes
0
0
0
2
0
Not Rated 0
Name
Morningstar Rating Overall
5-Year Category Rank
Monetta Young Investor Growth73
Monetta81
View All 5-Star Standouts

Quick Definitions: Key Morningstar Terms

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to analyze how fees will impact different securities in the long term.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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