The Monetta Young Investor Fund, which is open to all investors, employs a “core-plus” investment approach
Wheaton, Illinois (PRWEB) March 28, 2013
Monetta Financial Services, Inc. today announced the Monetta Young Investor Fund(MYIFX) was the recipient of the 2013 Lipper Fund Award for the best Multi-Cap Core Fund for the five-year period based on consistent risk-adjusted performance among 214 funds ending November 30, 2012.
"We are honored to be recognized by Lipper for the Monetta Young Investor’s performance over the last five years," said Robert Bacarella, President of Monetta Funds. "We believe our portfolio structure of combining a passive and active management style provides a level of risk aversion by minimizing the dependence on stock selection and market timing decisions on long-term investment performance.”
The Monetta Young Investor Fund, which is open to all investors, employs a “core-plus” investment approach. The Fund invests approximately 50% of its assets in Exchange Traded Funds (“ETF’s”) and other funds that seek to track the S&P 500 Index (the “Index”).
For more information on the Monetta Young Investor Fund, please visit http://www.younginvestorfund.com or call 1-866-YNG-Investor (964-4683) or email firstname.lastname@example.org.
The Monetta Family of Funds includes the Monetta Fund (MONTX), Monetta Young Investor Fund (MYIFX), Monetta Mid-Cap Equity Fund (MMCEX) and the Orion/Monetta Intermediate Bond Fund (MIBFX).
Past Performance is no guarantee of future results.
Mutual fund investing involves risk. Principal loss is possible. The portion of the Fund that invests in underlying ETF’s that track the Index will be subject to certain risks which are unique to tracking the Index. By investing in ETF’s, you will indirectly bear your share of any fees and expenses charged by the underlying funds, in addition to indirectly bearing the principal risks of the funds. The Fund may invest in smaller companies and small-cap and mid-cap stocks may be more volatile and risky than large-cap stocks. The Fund may make short-term investments, without limitation, for defensive purposes, which investments may provide lower returns than other types of investments.
The S&P 500 Index is a broad based unmanaged index of 500 stocks, which is widely recognized as representative of the equity market in general. It is not possible to invest in an Index.
The Fund's investment objectives, risks, charges and expenses must be considered carefully before investing. The statutory and summary prospectuses contain this and other important information about the investment company, and may be obtained by calling 1-800-Monetta, or visiting http://www.monetta.com. Read carefully before investing.
A Lipper Fund Award is awarded to one fund in each Lipper classification for achieving the strongest trend of consistent risk-adjusted performance against its classification peers over a three, five or ten-year period. Although Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Lipper. Users acknowledge that they have not relied upon any warranty, condition, guarantee, or representation made by Lipper. Any use of the data for analyzing, managing, or trading financial instruments is at the user`s own risk. This is not an offer to buy or sell securities. Lipper Analytical Services, Inc. is an independent mutual fund research and rating service.
The Lipper Fund Awards are part of the Thomson Reuters Awards for Excellence, a global family of awards that celebrate exceptional performance throughout the professional investment community. The Thomson Reuters Awards for Excellence recognize the world's top funds, fund management firms, sell-side firms, research analysts, and investor relations teams. The Thomson Reuters Awards for Excellence also include the Extel Survey Awards, the StarMine Analyst Awards, and the StarMine Broker Rankings. For more information, please contact email@example.com or visit excellence.thomsonreuters.com
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