A middling Parent Pillar and a subpar Process Pillar help limit Monetta Young Investor Growth 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.
- NAV / 1-Day Return 15.38 / 1.99 %
- Total Assets 34.6 Mil
-
Adj. Expense Ratio
- Expense Ratio 1.370%
- 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 7%
Morningstar’s Analysis MYIFX
Will MYIFX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.