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Monetta in the News

“18 Consumer Staples Stocks to Take the Edge Off Your Portfolio”

May 8, 2019 | James Brumley, Kiplinger

Monetta Financial Services founder and portfolio manager Bob Bacarella says Costco “has a number of competitive advantages such as low prices, economics of scale compared to smaller retailers, can easily adjust to changes in customer consumption patterns, has an online delivery platform, an and innovative supply chain/inventory system.” Bacarella also is impressed by the way Costco continues to increase same-store sales while other retailers are getting “Amazoned.”  Read more at Kiplinger

“7 Ways to Prepare Your Portfolio for a Recession”

February 15, 2019 | Debbie Carlson, US News

It’s important to “think long term”—even when a recession is on the horizon, notes Bob Bacarella in a recent US News feature. He cautions against market timing: “The time in the market, not market timing, helps people reach their financial goals. In the investment ocean, a recession is a wave that will eventually pass or that can be surfed on… it is not a reason to get out of the water.” Read more at US News

“5 Ways to Build a Conservative Investor’s Portfolio”

February 13, 2019 | Barbara Friedberg, US News

Bob Bacarella discusses risk vs. return in a recent US News column: “No investment strategy can guarantee positive returns, and it’s nearly impossible to tell if the market is in a temporary dip or at the beginning of a prolonged correction. Risk and volatility go hand in hand.” But avoiding risk altogether risks meeting long-term financial goals, he stressed. Read more at US News

“Investors ask how the Bezos divorce will affect Amazon”

January 10, 2019 | David Randall, Reuters

Reuters interviews Bob Bacarella on Amazon: “‘This is such an over-owned company and this gives [some growth managers] an excuse to say ‘Maybe I’ll trim some back because it adds a new question mark’, he said. Bacarella, however, said he is not concerned because even if MacKenzie Bezos liquidated a stake that could be as high as 8 percent, there would be no fundamental reason behind the sale. Any impact would be short-term in nature.”  Read more at Reuters

“Sometimes passive is good” – Monetta featured in the Chicago Tribune’s “Retire Ahead” Newsletter

January 4, 2019 | Jeff Steele, Chicago Tribune Contributor

“Index investing is not a bet against active management,” explains Bob Bacarella, founder, president, and portfolio manager. “Instead, it is an asset allocation strategy that provides some certainty that you will match market returns on at least a portion of your portfolio.” See page 9 of the Tribune's January 2019 "Retire Ahead" 

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.

Monetta in the News

 

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.

Click here for the Monetta Fund Top Ten Holdings
Click here for the Monetta Core Growth Fund Top Ten Holdings
Fund holdings are subject to change and are not a recommendation to buy or sell any security

Wilshire 5000: is a market-capitalization-weighted index of the market value of all stocks actively traded in the United States.

Dow Jones Industrial Average: (DJIA) is a price-weighted average of 30 significant stocks traded on the New York Stock Exchange (NYSE) and the Nasdaq.

Free cash flow: Free cash flow to firm (FCFF) is a way of looking at a business’s cash flow to see what is available for distribution among all the securities holders of a corporate entity.

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 2 stars among 1,235 for the three-year, 3 stars among 1,100 for the five-year, and 4 stars among 812 Large Growth funds for the ten-year period ending 6/30/19.

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.

The MSCI Emerging Markets Index is designed to measure the equity market performance of the emerging markets. 

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 June 30, 2019 Exchange Traded Funds included:

  • iShares Trust Core S&P 500 ETF 19.43%
  • SPDR S&P 500 ETF Trust 17.88%
  • Vanguard Index FDS S&P 500 Index ETF Fund 11.05%

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.

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.

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.