Monetta Young Investor Fund Celebrates its 10th Anniversary Using a Passive/Active Investment Approach

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Combining a passive/active investment approach, the Monetta Young Investor Fund (MYIFX) is celebrating its 10 year anniversary

Monetta Young Investor Fund (MYIFX)

Monetta Young Investor Fund

“Passive investing is not a bet against active management, but rather a symbiotic approach to portfolio management,”

December 12, 2016 marks the tenth anniversary for the Monetta Young Investor Fund (MYIFX). The Fund employs a passive/active investment approach with approximately half the Fund invested in ETF’s that track the S&P 500 Index and the balance invested primarily in large-capitalization growth stocks. The core (passive)-plus (active) investment approach seeks to minimize risk through broad market diversification while reducing dependence on stock selection and market timing decisions on long-term investment performance.

The passive/active investment approach recognizes the fact that research has shown 89% of large-capitalization fund managers underperformed the S&P 500 Index over the last five years and 82% over the last decade.(1) This fact reflects the trend of more investors shifting toward passive investing.

“Passive investing is not a bet against active management, but rather a symbiotic approach to portfolio management,” says Bob Bacarella, President of Monetta Financial Services, Inc. “The combination of using a passive/active portfolio is similar to a pilot using the autopilot system to reach a destination while becoming more actively involved primarily during take-off and landing or passing through turbulent periods. I believe the active management portion helps navigate through volatile markets while the passive component can provide a level of stability by reducing dependence on market timing and stock selection on long-term performance.”

For young investors and parents investing for college, the Fund has an educational component and a college tuition credit program, i.e. the name Young Investor Fund.

To learn more about the Fund and these programs, please visit Monetta’s website at or call 1-800-241-9772.

Active investing has higher management fees because of the manager’s increased level of involvement while passive investing has lower management and operating fees. Investing in both actively and passively managed mutual funds involves risk and principal loss is possible. Both actively and passively managed mutual funds generally have daily liquidity. There are no guarantees regarding the performance of actively and passively managed mutual funds. Actively managed mutual funds may have higher portfolio turnover than passively managed funds. Excessive turnover can limit returns and can incur capital gains.

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 make short-term investments, without limitation, for defensive purposes, which investments may provide lower returns than other types of investments. Diversification does not assure a profit, nor does it protect against a loss in a declining market.

The fund's investment objectives, risks, charges and expenses must be considered carefully before investing. The summary and statutory prospectuses contains this and other important information about the investment company, and may be obtained by calling 1-800-241-9772, or visiting Read it carefully before investing.

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 directly in an Index.

86% of investment managers stunk in 2014: Written By Matt Egan

The Monetta Funds are distributed by Quasar Distributors, LLC.

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Keri Cronin
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