MYIFX

Active

Monetta Young Investor Growth Fund

Category: US Equity (9,528 funds)

Expense Ratio
1.48%
Annual Cost per $10K
$148.00
30-Year Fee Drag per $10K
$25,999
at 7% annual return
Fund Type
Mutual Fund
Active
Trailing 12-Month
+20.16%

Asset Allocation

US Equity
97%
Intl Equity
1%
Cash
2%

Fee Comparison

MYIFX
1.48%
US Equity average
1.06%
US Equity cheapest
0.00%
Index benchmark
0.03%

40% more expensive than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of December 2025 · Updated quarterly

+83.64%3Y
Compare to

Fee Impact Calculator

$
%
MYIFX at 1.48%$250,619
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$129,994
Cost vs index fund−$126,806

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of December 2025

TickerNameER
MYIFXMonetta Young Investor Growth Fund1.48%
QCGRFXCollege Retirement Equities Fund - Growth Account
EGFSXEdgewood Growth Fund1.25%
PABGXT. Rowe Price Blue Chip Growth Fund, Inc.0.95%
QCEQFXCollege Retirement Equities Fund - Equity Index Account
VMCAXVANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND
TRSAXT. Rowe Price Growth Stock Fund, Inc.0.91%
MEGBXMFS Growth Fund1.58%
PLFMXLargeCap S&P 500 Index Fund1.29%
FLMVXJPMorgan Mid Cap Value Fund1.09%
APGAXAB LARGE CAP GROWTH FUND INC0.82%
CIVVXCAUSEWAY INTERNATIONAL VALUE FUND1.10%
TWCUXUltra Fund0.89%
PARCXT. Rowe Price Retirement 2030 Fund0.81%
PARDXT. Rowe Price Retirement 2040 Fund0.85%
HRCAXHarbor Capital Appreciation Fund0.92%
JGACXJPMorgan Growth Advantage Fund0.99%
PARKXT. Rowe Price Retirement 2035 Fund0.84%
PARLXT. Rowe Price Retirement 2045 Fund0.86%
PARFXT. Rowe Price Retirement 2050 Fund0.88%
HGIRXHARTFORD CORE EQUITY FUND1.08%
VVIPXVoya VACS Index Series S Portfolio
JENIXThe Jensen Quality Growth Fund Inc1.26%
PARJXT. Rowe Price Retirement 2025 Fund0.79%
LGRRXLoomis Sayles Growth Fund0.91%
ERASXEaton Vance Atlanta Capital SMID-Cap Fund0.81%
DCCAXMacquarie Small Cap Core Fund1.06%
PLCGXLargeCap Growth Fund I0.94%
PARBXT. Rowe Price Retirement 2020 Fund0.77%
PAALXPIMCO All Asset Fund2.11%
MLAAXNYLI Winslow Large Cap Growth Fund0.94%
CSXCXCalvert U.S. Large Cap Core Responsible Index Fund1.24%
FUNCXVictory Pioneer Fundamental Growth Fund1.72%
JHLGXMultimanager Lifestyle Growth Portfolio0.97%
HAGAXCarillon Eagle Mid Cap Growth Fund1.03%
PAROXT. Rowe Price Retirement 2055 Fund0.89%
PACOXT. Rowe Price U.S. Equity Research Fund0.83%
CIPMXChamplain MidCap Fund1.09%
PASTXT. Rowe Price Science & Technology Fund, Inc.1.06%
DEVLXMacquarie Small Cap Value Fund1.10%
GATEXGateway Fund0.94%
JGAQXJPMorgan Value Advantage Fund0.99%
ECTGXEaton Vance Tax-Managed Growth Fund 1.11.47%
JHDCXJPMorgan Hedged Equity 2 Fund1.35%
JSLBXMultimanager Lifestyle Balanced Portfolio1.16%
LMPIXClearBridge Appreciation Fund1.00%
DHLAXDIAMOND HILL LARGE CAP FUND0.96%
RTLAXTax-Managed U.S. Large Cap Fund1.16%
FRURXFranklin Utilities Fund1.06%
AMLPAlerian MLP ETF0.85%
OAKLXOakmark Select Fund0.98%
CGWRXColumbia Cornerstone Growth Fund0.97%
EABLXEaton Vance Floating-Rate Fund1.06%
RYOCXNASDAQ-100 Fund1.27%
LCBVXClearBridge Large Cap Value Fund1.40%
CREFXCohen & Steers Real Estate Securities Fund0.75%
CSECXCalvert Equity Fund1.65%
CIPSXChamplain Small Company Fund1.24%
JDPAXJanus Henderson Mid Cap Value Fund1.20%
TWCIXSelect Fund0.90%
SAMVXVirtus Ceredex Mid-Cap Value Equity Fund1.29%
BCSIXBrown Capital Management Small Company Fund1.31%
TRRYXT. Rowe Price Retirement 2060 Fund0.89%
CSJFXCohen & Steers Realty Shares0.80%
DDVAXMacquarie Value Fund0.97%
TWHIXHeritage Fund1.00%
IAVGXVOYA GROWTH AND INCOME PORTFOLIO1.12%
ESPAXAllspring Special Small Cap Value Fund1.17%
SMVLXSmead Value Fund1.22%
JGAVXJPMorgan U.S. Value Fund0.94%
RRTAXT. Rowe Price Retirement 2010 Fund0.99%
IEOPXVOYA LARGE CAP GROWTH PORTFOLIO0.92%
GCTAXGoldman Sachs U.S. Tax-Managed Equity Fund1.01%
JDURXPGIM Jennison Utility Fund1.11%
SUWAXDWS Core Equity Fund0.83%
BDSAXBlackRock Advantage Small Cap Core Fund1.50%
OALGXOptimum Large Cap Growth Fund1.20%
BMDSXBaird Mid Cap Growth Fund1.06%
JULAXMultimanager Lifestyle Aggressive Portfolio1.02%
OWACXOld Westbury All Cap Core Fund0.96%
CAPEXEaton Vance Tax-Managed Growth Fund 1.0
JAIKXLifestyle Growth Portfolio0.86%
JAIZXManaged Volatility Growth Portfolio0.77%
PARHXT. Rowe Price Retirement 2015 Fund0.75%
GSPAXGoldman Sachs U.S. Equity Dividend and Premium Fund1.01%
FKARXFranklin Growth Opportunities Fund1.19%
AQEAXColumbia Disciplined Core Fund0.94%
FFEIXNuveen Dividend Value Fund0.95%
AFDIXLarge Cap Equity Fund0.79%
JELBXManaged Volatility Balanced Portfolio0.80%
FMGGXFranklin Small-Mid Cap Growth Fund0.84%
VCSTXScience & Technology Fund0.91%
AASMXTHRIVENT SMALL CAP STOCK FUND1.01%
FMIMXFMI Common Stock Fund0.98%
HHDVXHamlin High Dividend Equity Fund1.15%
TADAXTransamerica US Growth1.03%
AWEVXCIBC ATLAS DISCIPLINED EQUITY FUND1.12%
SDGAXDWS Capital Growth Fund1.30%
VVSVXVenerable US Large Cap Strategic Equity Fund0.86%
RRTIXT. Rowe Price Retirement Balanced Fund0.99%
BMCAXBlackRock Advantage Large Cap Growth Fund1.12%

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