Advertisement
Skip to Content
Morningstar

Monetta MONTX

Morningstar Analyst Rating
Quantitative rating as of | See Monetta Investment Hub
  • NAV / 1-Day Return 20.89  /  1.65 %
  • Total Assets 63.6 Mil
  • Adj. Expense Ratio
    1.330%
  • Expense Ratio 1.330%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 55%

USD | NAV as of Feb 02, 2023 | 1-Day Return as of Feb 02, 2023, 10:56 PM GMT+00:00

Morningstar’s Analysis MONTX

Will MONTX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MONTX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the MONTX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of MONTX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

|

A middling Parent Pillar and a subpar Process Pillar help limit Monetta to a Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

Unlock our full analysis with Morningstar Investor