Monetta Young Investor Growth Fund (MYIFX)

Overview

This fund caters to investors seeking diversified exposure to the U.S. equity market, focusing on achieving a balance between the stability of large-cap stocks and the growth potential of stocks across all market capitalizations. By investing half of its assets in ETFs tracking the S&P 500® Index or similar broad-based market indices, the fund targets stable returns reflective of the overall market performance. The rest of the portfolio is allocated across a broad spectrum of industries and sectors, directly investing in common stocks of companies of various sizes, thereby aiming to capture growth across different segments of the economy.

Products and Services

• Exchange-Traded Funds (ETFs)

  The fund dedicates about 50% of its assets to ETFs seeking to mirror the performance of the S&P 500® Index or other comprehensive market indices. This strategy provides investors with a foundation built on the stability and performance of large-cap U.S. companies, reflecting the broader market's trends.

• Direct Equity Investments

  The remaining portion of the fund's assets is invested directly in the common stocks of a diverse range of companies. This includes investments across all market capitalizations, from large to small, allowing the fund to diversify its holdings beyond large capitals. It aims to benefit from the growth potential in various sectors and industries, offering a balanced approach to equity investment.