Monetta in the News

George Grombacher Interviews Bob Bacarella

December 10, 2018 | Money Savage

In a recent interview with George Grombacher on Money Savage, Bob Bacarella discusses his investment strategy on embracing market corrections. Click here to read highlights from the interview and listen to the audio.

 

“Opinion: Here’s your seven-point guide for the next phase of the stock market”

November 1, 2018 | Michael Brush, MarketWatch Columnist

Bob Bacarella on owning high-beta, “quality” stocks in the late stages of a bull market: “Stay with the growth companies. Stay with the winners,” he says. Read more at MarketWatch.com

Click here for Performance.

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.

“Opinion: Don’t sell now — we’re not heading into a bear market for stocks”

October 25, 2018 | Michael Brush, MarketWatch Columnist

Bob Bacarella discusses the norm of volatility in the advanced stages of a bull market with MarketWatch’s Michael Brush. Bob’s “base-case assumption” is that a recession is not at hand. “The bull market that started in 2009 is still intact,” he says. Read more at MarketWatch.com

Click here for Performance.

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.

“Rare mutual fund beating the index brushes off active-passive debate”

September 10, 2018 | S&P Global Market Intelligence

S&P Global Intelligence features the Monetta Core Growth Fund. Reporter Declan Harty spoke with Bob Bacarella about the Fund’s history and strategy. Read more from S&P Global Market Intelligence

Click here for Performance.

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.

“Choose These Mutual Funds If They Are Available In Your 401(k) Plan”

August 2, 2018 | Ken Kam, Forbes.com Investing Contributor

Contributor Ken Kam includes the Monetta Core Growth Fund (formerly Monetta Young Investor Fund) in a group of “17 no-load mutual funds that are still open to new investors and whose managers have been at the helm for 10 years, long enough to prove their skill. All have outperformed the S&P 500’s 10-year return of 10.61% and their category benchmark by enough of a margin to make a difference to investors.” Read more at Forbes.com

Click here for Performance.

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.

“A Baker’s Dozen of Bargain-Bin Stocks Held Down By Year-End Tax-Loss Selling”

December 20, 2017 | MarketWatch

Bob Bacarella discusses stocks that could have the potential to rebound after year-end tax-loss selling with MarketWatch’s Michael Brush. Read more at Marketwatch.com

Click here for Performance.

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.

Chuck Jaffe Interviews Bob Baceralla

November 16, 2017 | MoneyLife

In a recent interview with Chuck Jaffe on Money Life, Bob Bacarella shared his views on the current market environment. To listen to the full 17-minute interview, click here.

News from Monetta

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.

Click here for Performance.

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.

Portfolio holdings and composition are subject to change at any time and are not a recommendation to buy or sell any securities.

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. Concentrated funds may experience greater price volatility.

© 2018 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.

The Morningstar Rating™ for funds, or “star rating”, is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product’s monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating™ for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating™ metrics. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods. The Monetta Core Growth Fund received 3 stars among 1,258 for the three-year, 3 stars among 1,129 for the five-year, and 5 stars among 818 Large Growth funds for the ten-year period ending 9/30/18.

Morningstar Risk Rating: An annualized measure of a fund’s downside volatility over a three-, five-, or ten-year period. This is a component of the Morningstar Risk-Adjusted Return. Morningstar Risk is displayed in decimal format. A high number indicates higher risk and low numbers indicate lower risk. In each Morningstar Category, the top 10% of investments earn a High rating, the next 22.5% Above Average, the middle 35% Average, the next 22.5% Below Average, and the bottom 10% Low. Morningstar Return Rating: An annualized measure of a fund’s load-adjusted excess return relative to the return of the 90-day Treasury Bill over a three-, five-, or ten-year period. This is a component of the Morningstar Risk-Adjusted Return. Morningstar Return Rating is derived directly from Morningstar Return. In each Morningstar Category, the top 10% of investments earn a High rating, the next 22.5% Above Average, the middle 35% Average, the next 22.5% Below Average, and the bottom 10% Low. Morningstar Risk and Return Ratings are calculated only for those investments with at least three years of performance history.

Standard and Poor’s 500® Index is a capitalization-weighted index of 500 stocks. This unmanaged index is designed to measure performance of the broad domestic economy through changes in the aggregate market value of 500 stocks representing all major industries. The index was developed with a base level of 10 for the 1941-43 base period. You cannot invest directly in an index.

Alpha compares risk-adjusted performance relative to an index. Positive alpha means outperformance on a risk-adjusted basis. Beta measures the volatility of a security or portfolio relative to an index. Less than one means lower volatility than the index; more than one means greater volatility. R-squared (R2) measures the relationship between portfolio and index performance on a scale of 0.00 (0%) to 1.00 (100%). A higher R2 indicates more of the portfolio’s performance is affected by market movements and vice versa. Price-to-Earnings (P/E) is calculated by dividing the current price of a stock by the company’s trailing 12 months’ earnings per share.

(**) As of September 30, 2018 Exchange Traded Funds included:

  • iShares Trust Core S&P 500 ETF 19.02%
  • SPDR S&P 500 ETF Trust 14.84%
  • Vanguard S&P 500 Index Fund 9.17%
  • Vanguard Growth Index Fund 5.38%

respectively of the Fund’s net assets. Fund holdings and composition are subject to change and are not recommendations to buy or sell any security. Current and future portfolio holdings are subject to risk.

(1) Bogle, John C. The Little Book of Common Sense Investing: the Only Way to Guarantee Your Fair Share of Stock… Market Returns. John Wiley, 2017, p. 33.

(2) Hagstrom, Robert G. The Warren Buffet Way: Third Edition. John Wiley, 2014, p. 78.

(3) Loeb, Gerald M. The Battle for Investment Survival. John Wiley, 2007, p. 227.

(4) Lynch, Peter, and John Rothchild. Beating the Street: a Special Edition for Worth Subscribers. Simon & Schuster, 1994, p. 27, 303.

(5) O’Shaughnessy, James P. What Works on Wall Street: the Classic Guide to the Best-Performing Investment Strategies of All Time. McGraw Hill, 2012, p. 192, 238.

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.

Following the link to this article will take you out of the Monetta Funds website. The Monetta Funds website is not affiliated with, sponsored by, or endorsed by any 3rd party website. The Monetta Funds are not responsible for, nor can guarantee the accuracy of, information on the third party site.

Following the link to this article will take you out of the Monetta Funds website. The Monetta Funds website is not affiliated with, sponsored by, or endorsed by any 3rd party website. The Monetta Funds are not responsible for, nor can guarantee the accuracy of, information on the third party site.

Following the link to this article will take you out of the Monetta Funds website. The Monetta Funds website is not affiliated with, sponsored by, or endorsed by any 3rd party website. The Monetta Funds are not responsible for, nor can guarantee the accuracy of, information on the third party site.

Following the link to this article will take you out of the Monetta Funds website. The Monetta Funds website is not affiliated with, sponsored by, or endorsed by any 3rd party website. The Monetta Funds are not responsible for, nor can guarantee the accuracy of, information on the third party site.

Following the link to this article will take you out of the Monetta Funds website. The Monetta Funds website is not affiliated with, sponsored by, or endorsed by any 3rd party website. The Monetta Funds are not responsible for, nor can guarantee the accuracy of, information on the third party site.

Following the link to this article will take you out of the Monetta Funds website. The Monetta Funds website is not affiliated with, sponsored by, or endorsed by any 3rd party website. The Monetta Funds are not responsible for, nor can guarantee the accuracy of, information on the third party site.

Following the link to this article will take you out of the Monetta Funds website. The Monetta Funds website is not affiliated with, sponsored by, or endorsed by any 3rd party website. The Monetta Funds are not responsible for, nor can guarantee the accuracy of, information on the third party site.