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Don’t overcomplicate investing—consider the simplicity of owning the Monetta Core Growth Fund

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Monetta Core Growth Fund

The Monetta Core Growth Fund seeks long-term capital growth by employing a symbiotic “passive/active” investment approach.

• Approximately 50% of the Fund’s assets are invested in indexed products that seek to track performance of the S&P 500® Index. This passive component provides broad diversification and a measure of confidence that this portion of the portfolio may match a market-level return.

• With the remaining balance of the Fund’s assets, we seek to exceed market returns by investing in high-quality, large capitalization growth companies with a demonstrated history of improving revenue and earnings growth.

We call this innovative construction a “Core Plus” approach to investing. We believe it keeps things simple for investors and offers potential benefits from both passive and active approaches. Here’s why:


Why have a passive component that seeks to track the S&P 500 Index?

• This portion of the portfolio provides broad diversification in a way designed to avoid market-timing mistakes and the risk of poor stock selections.
• Over long periods, the average managed stock fund rarely beats a broad-based market index such as the S&P 500 Index.
• Investors can know that at least a portion of their portfolio may approximate the return of the S&P 500 Index, which has historically generated attractive long-term returns.

Why have an active component focused on large-cap growth companies?
  • Whereas the passive component seeks to deliver a market-level return, the active component provides the potential for outperformance relative to the S&P 500 Index.
  • We focus on large, growing companies because they tend to be:
    • More stable—Larger companies tend to have widely recognized and well-established businesses that have a proven competitive edge.
    •  More predictable—Larger companies’ revenue sources tend to be more predictable than less established companies.
    • Less volatile—Large-cap stocks tend to be less volatile than mid- and small-cap stocks.
    • More conservative—Historically, large-cap stocks have been more dependable, particularly in times of market stress.

Looking for a more traditional stock-picking fund focused on growth companies?
Click here to learn more about the Monetta Fund.

Two easy ways to invest

To invest with Monetta, just download a simple form and mail it in with a check.

Or, if you have an account with one of our partners, you can buy shares through their sites—[usually/often] without any transaction fee. Just search for Monetta Core Growth Fund either by name or by its ticker symbol, MYIFX. (For the Monetta Fund, look for ticker MONTX.)

For a full list of companies you can invest in the Monetta Funds at, please visit this page: CLICK HERE

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Fund Performance

Daily Performance (Page Updated 7/2/2020 )
FundTickerNAV$NAV Change$Change%YTD%
Monetta FundMONTX22.300.160.723.34
Monetta Core Growth Fund MYIFX22.970.110.480.04
S&P 500® IndexSPTR0.48-2.13

Expense Ratio  
FundAnnualized Gross Expense Ratio (a)Annualized Net Expense Ratio
Monetta Fund1.39%N/A
Monetta Core Growth Fund (formerly the Monetta Young Investor Fund) 1.20%N/A

Source – Prospectus dated 04/30/2019.


(a) Gross expense ratios include Acquired Fund Fees and Expenses of 0.02% for Monetta Fund, 0.03% for the Monetta Core Growth Fund.

Month End Performance and Historical Performance (Average Annual Total Return Quoted as of 06/30/2020)
FundTicker1 Yr3 Yr5 Yr10 YrLifeInception Date
Monetta FundMONTX11.1611.539.6911.668.0905/06/1986
Monetta Core Growth Fund MYIFX9.7711.7310.7713.9910.9912/12/2006
S&P 500® Index7.5110.7310.7313.99
Quarter End Performance and Historical Performance (Average Annual Total Return Quoted as of 06/30/2020)
FundTicker1 Yr3 Yr5 Yr10 YrLifeInception Date
Monetta FundMONTX11.1611.539.6911.668.0905/06/1986
Monetta Core Growth Fund MYIFX9.7711.7310.7713.9910.9912/12/2006
S&P 500® Index7.5110.7310.7313.99

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.

Frequently Asked Questions

All too often, people over-complicate the investment process. Our goal is to break down investing myths and concepts to help individuals make sound long-term investment decisions.

-Robert S. Bacarella

Why should I invest in mutual funds?

We believe mutual funds, which pool investors’ assets to purchase and own various types of securities, are a good choice for investors who want to keep investing simple. Mutual funds come in all different shapes and sizes. In our case, we focus on large-cap growth stocks. “Large-cap” is short for “large capitalization”—that is, big companies. “Growth stocks” refers to companies that are demonstrating growth in revenues or other metrics.

What is a no-load fund?

We believe investing should be simple and welcoming to all—no salesperson (and commission) required. Neither the Monetta Core Growth Fund nor the Monetta Fund charges any up-front fees upon initial investment. Those fees are referred to as “loads” in the industry.

What are the fund's investment objectives?

The Core Growth Fund seeks long-term capital growth with a passive/ active approach. The Monetta Fund seeks long-term capital growth by investing in those industry sectors and companies that the Adviser believes offer above average long-term growth potential. For detailed information about the investment objectives of the Monetta Core Growth Fund and the Monetta Fund, review each fund’s prospectus here.

What is the minimum initial investment required to open an account?

Start with just $100, with an automatic investment plan of $25 or more per month OR, open an account with $1,000— no additional investment required.

Where can I find the educational resources for kids?

Visit our Kids Corner to read past issues of our quarterly Kids Newsletter, play educational games and access a wealth of hands-on learning materials.

Still have questions?

Monetta Financial Services, Inc. | 1776-A S. Naperville Road, Suite 100, Wheaton, IL 60189 | Phone: 630-462-9800 | Email: info@monetta.com

Please read the Prospectus carefully before you invest. It contains more complete information about the Monetta Funds, including risks specific to each fund, fees and expenses. A free, hard-copy of the prospectus can be obtained by calling 1-800-241-9772.

While the fund is no-load, management and other expenses still apply. Please refer to the prospectus for further details.

Mutual fund investing involves risk. Principal loss is possible. The Funds may make short-term investments, without limitation, for defensive purposes, which investments may provide lower returns than other types of investments. The portion of the Monetta Core Growth Fund that invests in underlying ETF’s that track the Index will be subject to certain risks which are unique to tracking the Index. By investing in ETF’s, you will indirectly bear your share of any fees and expenses charged by the underlying funds, in addition to indirectly bearing the principal risks of the funds. Growth-oriented funds may under-perform when growth stocks are out of favor. Please refer to the prospectus for further details. While the funds are no-load, management and other expenses still apply.

Diversification does not assure a profit nor protect against loss in a declining market. Periodic investment plans do not assure a profit and do not protect against a loss in declining markets.

Tuition Rewards are remitted solely as a reduction from the college’s full tuition bill and are not awarded in cash. Certain restrictions may apply. The Tuition Rewards program is offered and administered by SAGE Scholars, Inc., a private for-profit corporation. Monetta Financial Services, Inc., (MFSI) through a partnership with SAGE Scholars offers a college tuition reduction program that may be used at over 375 participating colleges nationwide. All costs for the College Savings Program, including participation in the Tuition Rewards Program, are paid by MFSI. For program details and restrictions please visit www.tuitionrewards.com

Tuition Reward registration bonus points are issued one time only. If the investor and/or student already has a Tuition Rewards account through Monetta or another SAGE financial partner, he or she is not eligible for additional registration points.

For custodial accounts, MFSI has a “college savings program” where the Monetta Shareholders automatically receive an investment kit, a quarterly newsletter, various educational materials and in addition, if enrolled, will receive Tuition Rewards.

All cost for the College Savings Program including participation in the Tuition Rewards Program are paid by MFSI.

The Fund’s website contains links to third-party websites. The Fund and the advisor are not affiliated with, sponsored by, or endorsed by any 3rd party website. Monetta Funds are not responsible for, nor can guarantee the accuracy of, information on 3rd party websites.

Monetta Financial Services, Inc. is the adviser to the Monetta Funds. The Monetta Funds are distributed by Quasar Distributors, LLC.