Monetta Young Investor Fund (MYIFX)
Why the Monetta Young Investor Fund?
-
Low minimum investment. You can start with as little as $25 per month and open the account online.
-
Foundational. A diversified core investment choice designed to be the base of a long-term investment plan.
-
Passive-Active. This investment approach attempts to minimize risk from market timing and security selection dependence.
-
Well-known companies. A buy and hold fund with emphasis on owning large-cap growth companies. Notable examples include Amazon, CostCo, J.P. Morgan, Apple and Netflix.
-
Experienced. Investment management team with over 50 years of combined experience in portfolio management, financial analysis and strategic investing. We invest our own capital right alongside you.
Our philosophy:
-
We invest like a tennis player who wins by keeping the ball in play and avoiding risky shots through our 50% passive-50% active approach.
-
We invest approximately half the fund in a broadly diversified index which provides a solid portfolio foundation.
-
We mitigate risk of poor stock selection and market timing decisions by buying the haystack rather than looking for the needle.
-
We invest approximately half the fund in high-quality growth companies and holding them for the long-term.
Investing can be fun and rewarding!
-
Receive a quarterly investing newsletter that combines pop-culture with investing, which includes articles on investing, entrepreneurs, life skills, and games!
-
Register to participate in a college tuition discount program, which can be applied to over 440 colleges nationwide.
An investment philosophy inspired by well-known investors
Fund Statistics & Performance
| Month End Performance and Historical Performance (Average Annual Total Return Quoted as of 09/30/2026) | |||||||
|---|---|---|---|---|---|---|---|
| Fund | Ticker | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Life | Inception Date |
| Monetta Fund | MONTX | 11.45 | 26.15 | 12.60 | 14.82 | 9.30 | 05/06/1986 |
| Monetta Young Investor Fund | MYIFX | 12.12 | 21.91 | 11.61 | 14.23 | 12.21 | 12/12/2006 |
| S&P 500® Index | 15.74 | 22.89 | 13.79 | 15.33 | |||
| Quarter End Performance and Historical Performance (Average Annual Total Return Quoted as of 09/30/2026) | |||||||
|---|---|---|---|---|---|---|---|
| Fund | Ticker | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Life | Inception Date |
| Monetta Fund | MONTX | 11.45 | 26.15 | 12.60 | 14.82 | 9.30 | 05/06/1986 |
| Monetta Young Investor Fund | MYIFX | 12.12 | 21.91 | 11.61 | 14.23 | 12.21 | 12/12/2006 |
| S&P 500® Index | 15.74 | 22.89 | 13.79 | 15.33 | |||
| Daily Performance (Page Updated 10/14/2026 ) | |||||
|---|---|---|---|---|---|
| Fund | Ticker | NAV$ | NAV Change$ | Change% | YTD% |
| Monetta Fund | MONTX | 34.47 | -0.76 | -2.16 | 10.73 |
| Monetta Young Investor Fund | MYIFX | 20.66 | -0.29 | -1.38 | 10.42 |
| S&P 500® Index | SPTR | -1.11 | 13.78 | ||
| Expense Ratio | ||
|---|---|---|
| Fund | Annualized Gross Expense Ratio (a) | Annualized Net Expense Ratio |
| Monetta Fund | 1.32% | N/A |
| Monetta Young Investor Fund | 1.48% | N/A |
| Source – Prospectus dated 04/30/2026. (a) Gross expense ratios include Acquired Fund Fees and Expenses of 0.01% for Monetta Fund, 0.04% for the Monetta Young Investor Fund. |
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.
Top 10 Holdings & Sector Breakdown
Experienced Investment Team
Founded in 1984 with a 40 year track record. Each tenured member of the investment team invests alongside our clients.
