Morningstar

Monetta Young Investor Growth Fund MYIFX

Morningstar Medalist Rating
Medalist Rating as of | See Monetta Investment Hub
  • NAV / 1-Day Return 20.31  /  +0.89 %
  • Total Assets 44.2M
  • Adj. Expense Ratio
    1.480%
  • Expense Ratio 1.440%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Large Growth
  • Investment Style Large Blend
  • Min. Initial Investment 500
  • Status Open
  • TTM Yield 0.00
  • Turnover 17%

USD | NAV as of Jul 10, 2026 | 1-Day Return as of Jul 10, 2026, 12:23 AM GMT+0

Morningstar’s Analysis MYIFX

Will MYIFX outperform in the 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 MYIFX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MYIFX 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 MYIFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Monetta Young Investor Growth holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings MYIFX

More MYIFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 79.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
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