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MONTX
Mutual Fund ticker: NASDAQ
PRICE
CHANGE
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MONTX price forecast, quote, news & analysis

Category: @Large Growth
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), JPMorgan Chase & Co (NYSE:JPM), Unitedhealth Group (NYSE:UNH), Mastercard (NYSE:MA), Costco Wholesale Corp (NASDAQ:COST).

Industry description

The investment seeks long-term capital growth. The fund invests at least 65% of its net assets in common stocks of companies of all market capitalization ranges, although the Adviser expects that the fund will primarily invest in common stocks of large-cap companies (those with market capitalizations of at least $10 billion measured at the time of investment). It may invest in more volatile sectors, which could result in a disproportionate return or loss compared to the S&P 500® Index. The fund may invest up to 5% of its net assets in ETFs and up to 10% of its net assets in foreign stocks, which is accomplished primarily through ADRs.

Market Cap

The average market capitalization across the Monetta MF is 1.7T. The market cap for tickers in the group ranges from 423.42B to 3.59T. NVDA holds the highest valuation in this group at 3.59T. The lowest valued company is COST at 423.42B.

Volume

The average weekly volume growth across all stocks in the Monetta MF was 65%. For the same stocks of the MF, the average monthly volume growth was 67% and the average quarterly volume growth was 10%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 79
P/E Growth Rating: 56
Price Growth Rating: 31
SMR Rating: 24
Profit Risk Rating: 12
Seasonality Score: -3 (-100 ... +100)
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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