Monetta Young Investor Growth FundMYIFX

MUTUAL FUNDMonetta
Type
Mutual fund
Peer group
Allocation
Net assets
$39.2M
Expense ratio
1.48%
1-year return
+15.3%
3 years, a year
+18.3%
5 years, a year
+9.5%
Holdings
27

What it aims to do.

The Monetta Young Investor Fund (the Young Investor Fund) seeks long-term capital growth.

Top 10 holdings.

Holding% of fund
SPY State Street SPDR S&P 500 ETF Trust29.78%
Vanguard S&P 500 ETF20.52%
GOOG Alphabet Inc8.03%
AMZN Amazon.com Inc7.95%
AAPL Apple Inc3.23%
First American Government Obligations Fund2.89%
JPM JPMorgan Chase & Co.2.25%
NVDA NVIDIA Corp2.22%
TSLA Tesla Inc1.89%
MSFT Microsoft Corp1.88%

More on MYIFX.

Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.