Monetta FundMONTX
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$91.8M
Expense ratio
1.32%
1-year return
+25.0%
3 years, a year
+21.1%
5 years, a year
+9.5%
Holdings
57
What it aims to do.
The Monetta Fund seeks long-term capital growth.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| GOOG Alphabet Inc | 7.18% |
| AMZN Amazon.com Inc | 7.14% |
| NVDA NVIDIA Corp | 4.75% |
| JPM JPMorgan Chase & Co. | 3.84% |
| AAPL Apple Inc | 3.59% |
| PLTR Palantir Technologies Inc | 3.19% |
| META Meta Platforms Inc | 2.49% |
| MSFT Microsoft Corp | 2.42% |
| ALB Albemarle Corp | 2.34% |
| TSLA Tesla Inc | 2.02% |
More on MONTX.
- MONTX overview
- MONTX holdings
- MONTX risk
- MONTX costs
- MONTX money in and out
- MONTX share classes
- Compare MONTX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.