| 17.09 Net Asset Value | -1.16% 1 Day | +14.62% Year-to-Date | Overall Morningstar Rating |
| Large growth Style or Category | No Load Sales Expenses | 1.42% Expense Ratio | Below Average Morningstar Risk Rating™ |
| 1 month | -2.18% | 3 years | +16.23% | |
| 3 months | +5.95% | 5 years | +14.02% | |
| 1 year | +20.44% | Since inception | +10.39% |
| MYIFX | Category | |
|---|---|---|
| Performance 5-yr return | +14.02% | +5.42% |
| Expense ratio | 1.42% | 1.28% |
| Risk 5 year sharpe ratio | 0.76 | 0.30 |
| Net assets | $66.8M | $2.1B |
| Average market cap | $58.7B | $45.3B |
| Average P/E | 16.5 | 19.9 |
| Portfolio turnover | 62% | 62% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Monetta |
| Fund manager & tenure | Robert Bacarella / 6 Years |
| Minimal initial investment | $1,000.00 |
| Minimum IRA investment | $1,000.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Consumer service | 25.51% |
| Consumer goods | 11.60% |
| Financial service | 10.67% |
| Industrial materials | 8.47% |
| Hardware | 7.48% |
| IVV iShares Core S&P 500 ETF | 12.19% |
| SPY SPDR S&P 500 | 11.46% |
| SCHX Schwab U.S. Large-Cap ETF | 4.70% |
| VOO Vanguard S&P 500 ETF | 4.69% |
| VTV Vanguard Value ETF | 4.24% |
| VV Vanguard Large Cap ETF | 4.22% |
| VUG Vanguard Growth ETF | 4.14% |
| JPM JPMorgan Chase & Co | 2.45% |
| DIS Walt Disney Co | 2.45% |
| OEF iShares S&P 100 Index | 2.43% |
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