Monetta Fund (MONTX) Research

The Monetta Fund's investment strategy primarily involves allocating at least 65% of its net assets to common equity securities. While the fund is authorized to invest in companies across all market capitalization sizes, the Adviser largely expects to concentrate holdings in large-cap firms, defined as those with a market valuation of at least $10 billion when purchased. The fund has the flexibility to invest in more dynamic or high-volatility sectors, a choice that could lead to investment returns or losses that significantly deviate from the performance of the S&P 500® Index. Furthermore, the fund is permitted to dedicate up to 5% of its net assets to Exchange Traded Funds (ETFs) and a maximum of 10% to international stocks, which it primarily acquires through American Depositary Receipts (ADRs).

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