MONTX : Monetta Fund

MONTX is a US Stocks Market Large Growth with HIGH fees.

MONTX

Monetta Fund

FI Score

22 /100

Expense Ratio Rating

3 /10

Expense Rating

0 /10

Market Score

1 /10

Category Score

8 /10

Market Size

1 /10

22% FI Score
  • montx
  • Mutual Fund
  • US Stocks
  • Large Growth

Monetta Fund

Expenses: 1.40% (Better than 0% of similar funds)

This is a bad choice for a Large Growth US Stocks fund. See why »

Fund Summary

The investment seeks long-term capital growth. The fund invests at least 65% of its net assets in common stocks of companies of all market capitalization ranges, although the Adviser expects that the fund will primarily invest in common stocks of large-cap companies (those with market capitalizations of at least $10 billion measured at the time of investment). It may invest in more volatile sectors, which could result in a disproportionate return or loss compared to the S&P 500® Index. The fund may invest up to 5% of its net assets in ETFs and up to 10% of its net assets in foreign stocks, which is accomplished primarily through ADRs.

Largest Holdings

Amount Holding
10.35% Amazon.com Inc
6.86% Alphabet Inc Class C
6.65% Mastercard Inc A
4.75% Visa Inc Class A
4.65% Microsoft Corp
4.00% Apple Inc
3.28% Facebook Inc A
3.11% NVIDIA Corp
3.04% Goldman Sachs Group Inc
2.85% The Walt Disney Co
2.80% Costco Wholesale Corp
2.67% Lockheed Martin Corp
2.66% JPMorgan Chase & Co
2.24% Advanced Micro Devices Inc
2.13% Medtronic PLC
2.10% Southwest Airlines Co
1.96% UnitedHealth Group Inc
1.85% Netflix Inc
1.79% Nike Inc B
1.72% Alibaba Group Holding Ltd ADR
1.67% Automatic Data Processing Inc
1.63% McDonald's Corp
1.61% Boeing Co
1.59% Fiserv Inc
1.55% Tesla Inc

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