Monetta Young Investor
1776-a South Naperville Rd Ste 100 Wheaton IL 60187-8133
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Phone: 800-241-9772
| Category: | Large Growth | | Fund Family: | Monetta | | Net Assets: | 1.22M | | Year-to-Date Return: | 46.19% | | Yield: | 0.67% | | Morningstar Rating: | N/A | | Fund Inception Date: | 12-Dec-06 |
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Robert S. Bacarella
Lead Manager since
12-Dec-06 | | | Bacarella has been chairman and CEO of the adviser since October 1996; director of the adviser since 1984; and president of the adviser from 1984 to 1996 and April 1997 to present. He served as the portfolio manager or co-manager of the fund since inception. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $100 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $25 |
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| The investment seeks long-term capital growth. The fund invests at least 50% of net assets in ETF?s and other funds that seek to track the S&P 500 Index and the balance in common stocks of companies of all market capitalization ranges and are diversified among industries and market sectors. It may invest up to 10% of net assets in foreign stocks primarily through American Depository Receipts. The fund also has an educational objective. It seeks to teach children and teenagers about investing, basic economic principles and personal finance through a variety of educational materials. |
| Last Dividend
(30-Dec-08):
| 0.07 | | Last Cap Gain
(30-Nov-09):
| 0.35 | | Annual Holdings Turnover
| 130.00% | | Average for Category:
| 112.30% |
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| Expense | MYIFX | Category
Avg | | Total Expense Ratio: | %
| 1.33% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.43% | | Max Deferred Sales Load: | %
| 2.62% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $670 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,047 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,062 |
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0.67% Nasdaq 0.00%
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