1 / 5 Stars
1 1 2 1 3
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
2 / 5 Stars
#314 in Large Growth
U.S. News evaluated 464 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 21.54 percent over the past year, 9.06 percent over the past three years, 15.15 percent over the past five years, and 8.06 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||2.7%|
|3 Years (Annualized)||9.1%|
|5 Years (Annualized)||15.2%|
|10 Years (Annualized)||8.1%|
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.
Fees are Above Average compared to funds in the same category.
Monetta Fund has an expense ratio of 1.51 percent.
Risk is High compared to funds in the same category according to Morningstar.