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Monetta (MONTX)On Jan 5: 13.52  Up 0.26 (1.96%)  
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Profile  As of 30-Nov-09Get Profile for:
Monetta
1776-a South Naperville Rd Ste 100 Wheaton IL 60187-8133
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Phone: 800-241-9772
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FUND OVERVIEW 
Category:Large Growth
Fund Family:Monetta
Net Assets:46.28M
Year-to-Date Return:45.49%
Yield:0.00%
Morningstar Rating:3 stars
Fund Inception Date:06-May-86
MORNINGSTAR STYLE BOX 
Large Growth
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About the Morningstar Style Box
MANAGEMENT INFORMATION 
Robert S. Bacarella
Lead Manager since 06-May-86
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.
INVESTMENT INFORMATION 
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
MONTX can be purchased from brokerages.
FUND SUMMARY 
The investment seeks long-term capital growth. The fund invests normally at least 65% of net assets in common stocks of companies of all market capitalization ranges. Based on market conditions, the fund may be over-weighted in volatile sectors relative to its benchmark.
FUND OPERATIONS 
Last Dividend (30-Dec-04): 0.01
Last Cap Gain (29-Nov-00): 6.89
Annual Holdings Turnover 158.00%
Average for Category: 112.30%
FEES & EXPENSES 
ExpenseMONTXCategory
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
* Per $10,000 invested


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