News2020-09-04T08:46:15-05:00

Monetta in the News

Funds

“Biggest Bang for your Buck: 20 Equity funds with the best capture ratios over the entire market cycle”

February 1, 2020 | David Snowball, Mutual Fund Observer

Mutual Fund Observer editor David Snowball included the Monetta Core Growth Fund (MYIFX) in this list recognizing “20 Equity fund with the best capture ratios over the entire market cycle.” He titled his article “Biggest Bang for Your Buck” and explained why in his opening paragraphs: “Capture ratio is a sort of “bang for your buck” summary. … Capture ratios even the playing field for cautious and aggressive investors.” Read more at Mutual Fund Observer

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.”

“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

“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

Markets

“7 Risks for Tesla’s stock that Robinhood traders would be wise to heed”

July 15, 2020 | Michael Brush, MarketWatch

Michael Brush’s latest MarketWatch column features insights from Bob Bacarella on Tesla performance: “The stock is not trading on a multiple of today’s or tomorrow’s earnings. It is trading on a multiple of Elon Musk’s dreams.” Read more at MarketWatch

“9 of the Best Stocks for a Starter Portfolio”

April 20, 2020 | Matt Whittaker, US News

US News shares insights from Bob Bacarella on Disney, in the context of the current health and economic crisis: “Look to companies that provide services and products you use and which you believe should return to normal profitability once this pandemic is behind us…. “We currently don’t know the extent of the damage, but we do know that people will eventually shop again, go to restaurants, fly and even plan a trip to Disney or go on a cruise.” Read more at US News

“10 stocks to buy as they get hit by year-end tax-loss selling”

December 21, 2019 | Michael Brush, MarketWatch

Michael Brush’s latest column features Bob Bacarella weighing in about L Brands—the company behind Victoria’s Secret and Bath & Body Works. Read more at MarketWatch

“10 Stocks for the Next 10 Years”

November 27, 2019 | Ryan Emery, Kiplinger

A fix is in the works and it’s only “a matter of time”—Bob Bacarella on Boeing’s grounded 737 and potential future earnings. Kiplinger identifies Boeing as one of the “10 Stocks for the Next 10 Years” and Bob weighs in. Read more at Kiplinger

“3 Useful Trends to Pick the Best Stocks to Buy”

September 6, 2019 | Debbie Carlson, US News

Bob Bacarella, founder and chairman of Monetta Financial Services, uses relative strength as a primary technical analysis indicator. Relative strength measures the price trend of an individual stock to the broader market. Read more at US News

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News Releases

Monetta Financial Services Launches New, Family-Friendly Website

Features Monetta MoneyTalk Family Edition newsletter, online quiz, financial games and insightful analogies on personal finance & investing topics

WHEATON, IL.—September 11, 2020. Monetta Financial Services, Inc. (“Monetta”), adviser to the Monetta mutual funds, launched this month a new website at https://monetta.com that features easy-to-read insights about investing and personal finance topics presented in fun and engaging ways.

“We believe the new site is unlike many others in the mutual fund industry,” said Kate Ransford, marketing manager at Monetta. “Whether or not visitors are investors in Monetta funds, they are sure to learn something, whether that’s in Kids Corner or Monetta […]

Monetta Financial Services rebrands Monetta Young Investor Fund (MYIFX) as Monetta Core Growth Fund

New moniker reflects the fund’s potential suitability as a “core-plus” holding for investors of all ages

WHEATON, IL.—September 6, 2018. Monetta Financial Services, Inc. (“Monetta”), adviser to the Monetta mutual funds, today announced a name change for its Monetta Young Investor Fund to the Monetta Core Growth Fund (MYIFX). The fund’s new name more directly reflects the fund’s “core plus” investment approach and its potential suitability as a core holding for investors of all ages.

Only the fund’s name is changing. The fund’s objective, philosophy and strategy remain the same. The fund employs a diversified indexed component together with an actively managed […]

Monetta Core Growth Fund (MYIFX) (formerly the Monetta Young Investor Fund) Named a Finalist for Fund Intelligence’s “Fund Innovation of the Year” Award

Shortlisted for 2018 Mutual Fund Industry Awards

WHEATON, IL—March 5, 2018. Monetta Financial Services, Inc.’s “basic portfolio building block” mutual fund offering, the Monetta Young Investor Fund (MYIFX), has been shortlisted as a finalist in the 2018 Mutual Fund Industry Awards sponsored by Fund Intelligence.

The Monetta Core Growth Fund is a finalist in the “Fund Innovation of the Year” category, which is part of the Judge’s Choice Awards category. The full list of finalists, as announced by Fund Intelligence , includes:

  • Charles Schwab index mutual […]

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