MENU
MONTX
Mutual Fund ticker: NASDAQ
PRICE
CHANGE
NET ASSETS

Monetta (MONTX) Ownership - Who owns Monetta?

The investment seeks long-term capital growth... Show more

Category: #Large Growth

Profile

Category
Large Growth
Address
Monetta Trust1776-a South Naperville Rd Ste 100Wheaton
Phone
N/A
Web
www.monetta.com

Details

Group
Domestic Stock Funds
Category
Large Growth
Total Expense Ratio
1.46
Min. Initial Investment
1000.00
Fund Existence
almost 39 years
Turnover
51.70
Front Load
N/A
Net Assets
77654740.00
Manager Tenure
N/A

Fundamentals

MONTX
Net Assets
77.7M
Fund Existence
almost 39 years
Turnover
51.70
Total Expense Ratio
1.46
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
1000
Min. Initial Investment IRA
N/A
Morningstar Category
Large Growth
Administrative Fee
N/A
Annual Report Gross Expense Ratio
1.46
Assets in Top Ten Holdings
36.4M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
77.7M
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.95
Modified Duration
N/A
No Load Fund
Yes
Number of Long Holdings
47.00
Number of Net Holdings
47.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
53.02%
Gain YTD
-8.481
Annual Yield % from dividends
0.00
Returns for 1 year
4.56
Returns for 3 years
8.42
Returns for 5 years
37.88
Returns for 10 years
49.85
View a ticker or compare two or three
Ad is loading...
A.I.Advisor
published price charts
A.I. Advisor
published General Information

General Information

Category LargeGrowth

Profile
Fundamentals
Details
Category
Large Growth
Address
Monetta Trust1776-a South Naperville Rd Ste 100Wheaton
Phone
N/A
Web
www.monetta.com