The Funds’ investment objectives, risks, charges and expenses must be considered carefully before investing. The summary and statutory prospectuses contain this and other important information about the investment company, and may be obtained by calling 1-866-964-4683, or visiting www.monetta.com. Read it carefully before investing.
Capture ratio helps you to identify robustness of the mutual fund across different phases of market rally and slump. You can assess the impact of volatility on fund returns.
Mutual Fund Observer defines Annualized Percent Return (APR) as “A fund’s annualized average rate of total return each year over period evaluated. It is an abstract number, or so-called ‘geometric return,’ since actual annual returns can be well above or below the average, but annualizing greatly facilitates comparison of fund performance. APR is equivalent to CAGR, or compound annual rate of return. It reflects reinvestment of dividend and capital gain distributions, while deducting for fund expenses and fees. It excludes any sales loads.” Read more about Mutual Fund Observer’s approach to fund comparisons, including definitions, here.
Performance data quoted represents past performance; past performance does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Current performance of the fund may be lower or higher than the performance quoted. Performance data current to the most recent month end may be obtained by calling 1-800-241-9772.
Opinions expressed are subject to change at any time, are not guaranteed, and should not be considered investment advice.
All investments, including those in mutual funds, have risks and principal loss is possible.
Click here for the Monetta Fund Holdings
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Fund holdings are subject to change and are not recommendations to buy or sell any security.
Past performance does not guarantee future results.
FUND DISTRIBUTOR: Quasar Distributors, LLC.