Monetta Young Investor Fund Quote
| MYIFX Fund | USD 20.64 0.03 0.15% |
PerformanceStrong
| Odds Of DistressLow
|
Monetta Young is trading at 20.64 as of the 21st of July 2025; that is 0.15 percent decrease since the beginning of the trading day. The fund's open price was 20.67. Monetta Young has less than a 13 % chance of experiencing some financial distress in the next two years of operation and had a strong performance during the last 90 days. The performance scores are derived for the period starting the 22nd of April 2025 and ending today, the 21st of July 2025. Click here to learn more.
The fund invests approximately 50 percent of its assets in exchange-traded funds that seek to track the SP 500 Index or other broad-based market indices that primarily include stocks of large capitalization U.S. companies. The balance of the fund is directly invested in common stocks of companies of all market capitalization ranges and is diversified among industries and market sectors.. More on Monetta Young Investor
Moving together with Monetta Mutual Fund
Monetta Mutual Fund Highlights
| Fund Concentration | Monetta Funds, Large Blend Funds, Large Growth Funds, Large Growth, Monetta (View all Sectors) |
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 30th of April 2023 |
| Fiscal Year End | December |
Monetta Young Investor [MYIFX] is traded in USA and was established 21st of July 2025. Monetta Young is listed under Monetta category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Monetta family. This fund now has accumulated 37.05 M in assets with minimum initial investment of 1 K. Monetta Young Investor is currently producing year-to-date (YTD) return of 6.72%, while the total return for the last 3 years was 19.84%.
Check Monetta Young Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Monetta Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Monetta Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Monetta Young Investor Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Monetta Young Investor Mutual Fund Constituents
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| SCHX | Schwab Large Cap ETF | Etf | Large Blend | |
| VUG | Vanguard Growth Index | Etf | Large Growth | |
| AMD | Advanced Micro Devices | Stock | Information Technology | |
| VOO | Vanguard SP 500 | Etf | Large Blend | |
| V | Visa Class A | Stock | Financials | |
| UNP | Union Pacific | Stock | Industrials | |
| SPY | SPDR SP 500 | Etf | Large Blend |
Monetta Young Investor Risk Profiles
| Mean Deviation | 0.7126 | |||
| Semi Deviation | 0.4933 | |||
| Standard Deviation | 1.0 | |||
| Variance | 1.0 |
Monetta Young Against Markets
Other Information on Investing in Monetta Mutual Fund
Monetta Young financial ratios help investors to determine whether Monetta Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Monetta with respect to the benefits of owning Monetta Young security.
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