MONTX Mutual Fund
MONTX Mutual Fund
Monetta Fund
MONTX Mutual Fund Overview
MONTX Mutual Fund (Monetta Fund) is managed by Monetta Financial Services Inc with $102.3M in net assets. MONTX expense ratio is 1.32%, holding 57 positions across sectors including Information Technology, Unknown, Communication Services. Inception date: 1986-05-06.
MONTX performance shows a YTD return of 11.54%. The 1-year return is 20.56% and the 5-year return is 11.88%. MONTX dividend yield stands at 18.09%, paid annually.
MONTX top holdings include 'alphabet Inc., Class 'a'' (7.2%), Amazon.Com Inc (7.1%), Nvidia Corp (4.8%), Jp Morgan Chase & Co (3.8%), Apple Inc (3.6%). View all MONTX holdings, sector breakdown, or dividend history.
MONTX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MONTX alternatives are available via the screener, along with tax-loss harvesting opportunities.