Monetta Money Talk
Monetta Core Growth Fund Combines active management and indexed investing together in one fund. December 2018 - Dear Fellow Shareholders, During periods of heightened market volatility there is a tendency to take money out of the market to...read more
By Robert Bacarella | The first rule before buying a stock is to assume that all known information about a company is already reflected in the stock price. The current price is the majority appraisal of a stock’s worth at the moment. A second rule is to challenge...read more
By Robert Bacarella | Warren Buffett won his million-dollar 10-year charitable wager that passive would outperform active, as he highlighted in his shareholder letter this spring. In a nutshell, Buffett and a fund of hedge funds called Protégé Partners entered a...read more
By Robert Bacarella | One of the most difficult portfolio management decisions is when to sell a security. If a stock price is falling, first determine whether the decline is market-related or for a company-specific reason. For market-related declines, factor in price...read more
In a Narrow Market, Amazon is Essentially Must-Own for Benchmark-Conscious Investors. But is it a Flower or a Weed?
By Robert Bacarella | Portfolio management is somewhat like gardening. Just as you need to prune your garden to keep if flourishing, so must you prune your portfolio. You need to pick through your holdings, isolate the underperformers and determine whether they are...read more
By Robert Bacarella | I haven’t been in the investment business as long as Warren Buffett, but in over forty years of observing the industry, I’ve seen a lot—and certainly enough that I’m not surprised Warren Buffett won his 10-year bet that a passive index would...read more
By Robert Bacarella | During the dot-com turmoil of 2001, New York Times reporter Gretchen Morgenson wrote a powerful article titled “Price Targets are Hazardous to Investors’ Health.” Morgenson won a Pulitzer Prize for that article and others in which she dug into...read more
By Robert Bacarella | After coming off a banner year in 2017 with the Dow Jones Industrial Average gaining 25%, some investors were caught off guard by the onslaught of market volatility in early 2018. In this environment—as in nearly all environments—we think it’s...read more
By Robert Bacarella | By now, just about everybody has seen the ad campaign with the king who calls out “dilly, dilly!” whenever a subject presents him with a gift of Bud Light. The catch-phrase went viral and Anheuser-Busch is rolling out multiple variations on the...read more
Monetta Financial Services, Inc. | 1776-A S. Naperville Road, Suite 100, Wheaton, IL 60189 | Phone: 630-462-9800 | Email: firstname.lastname@example.org
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.
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.
The SEC does not endorse, indemnify, approve nor disapprove of any security.
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.