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Monetta Young Investor Growth MYIFX

Medalist Rating as of | See Monetta Investment Hub
  • NAV / 1-Day Return 17.90  /  −1.16 %
  • Total Assets 37.8 Mil
  • Adj. Expense Ratio
    1.490%
  • Expense Ratio 1.490%
  • 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
  • Turnover 6%

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 10:18 PM GMT+0

Morningstar’s Analysis MYIFX

Will MYIFX outperform in future?

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

Monetta Young Investor Growth earns a Morningstar Medalist Rating of Neutral with strength in areas such as People offset by weaker spots such as Process.

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Morningstar Manager Research

Summary

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.

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Portfolio Holdings MYIFX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 91.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
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