Monetta Fund (MONTX) Stock
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.
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About Monetta Fund
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).
Monetta Fund is headquartered in US.
Monetta Fund (MONTX) stock trades at $34.53 with a market capitalization of $113.82M. Over the past 52 weeks the stock has ranged between $27.68 and $39.10, and currently trades 11.7% below its 52-week high. It pays a dividend yielding 18.22%.
Official website: monetta.com/montx-monetta-fund/