MONTX Monetta Fund

This is an open ended mutual fund. 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.

As of 08/04/2021

Mutual Fund Information
Sponsor:     Monetta Fund Trust
Category1:  US Equity
Category2:  Broad market
Category3:  Large cap
Morningstar category:  Large Growth
Investment style: Actively managed
Leverage factor:  1.00
Inception date:     05/06/1986
Market cap:     $0
Current yield:     0.00%
Fees:     1.4100%
All SEC Filings:  SEC Edgar Online
Summary Prospectus:  497
Semi-Annual filings:  N-CSR
Quarterly holdings:  NPORT
CUSIP:  60934G802
ISIN:    US60934G8024
Investment style: Actively managed

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