MONTX Mutual Fund

MONTX Mutual Fund (Monetta Fund) is managed by Monetta Financial Services Inc with $107.6M in net assets. MONTX expense ratio is 1.32%, holding 59 positions across sectors including Information Technology, Communication Services, Consumer Discretionary. Inception date: 1986-05-06.

MONTX performance shows a YTD return of 9.81%. The 1-year return is 15.44% and the 5-year return is 10.71%. MONTX dividend yield stands at 18.38%, paid annually.

MONTX top holdings include Alphabet Inc,class A (7.7%), Amazon.Com Inc (7.6%), Nvidia Corp (4.7%), Advanced Micro Devices Inc (3.9%), Apple, Inc (3.6%). Go to all MONTX holdings, MONTX sectors, or MONTX dividends.

MONTX can be compared against other funds. Use MONTX overlap to find shared positions, or MONTX vs another fund for a side-by-side view. MONTX alternatives are available via the screener, along with tax-loss harvesting opportunities.