MYIFX : Monetta Core Growth Fund

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

MYIFX

Monetta Core Growth Fund

FI Score

23 /100

Expense Ratio Rating

3 /10

Expense Rating

0 /10

Market Score

1 /10

Category Score

8 /10

Market Size

1 /10

23% FI Score
  • myifx
  • Mutual Fund
  • US Stocks
  • Large Growth

Monetta Core Growth Fund

Expenses: 1.26% (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 approximately 50% of its assets in exchange-traded funds ("ETFs") that seek to track the S&P 500® Index or other broad-based market indices that primarily include stocks of large capitalization U.S. companies. The balance of the fund is directly invested in common stocks of companies of all market capitalization ranges and is diversified among industries and market sectors.

Largest Holdings

Amount Holding
27.06% SPDR® S&P 500 ETF Trust
16.72% Vanguard S&P 500 ETF
7.52% Microsoft Corp
7.44% Amazon.com Inc
6.66% Alphabet Inc Class C
5.99% Mastercard Inc A
4.61% Visa Inc Class A
3.44% JPMorgan Chase & Co
3.40% Apple Inc
2.47% iShares Core S&P 500 ETF
2.28% Boeing Co
2.03% Bank of America Corp
1.91% Advanced Micro Devices Inc
1.90% Costco Wholesale Corp
1.90% UnitedHealth Group Inc
1.84% The Walt Disney Co
0.57% Amarin Corp PLC ADR

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