- What are the top holdings of MONTX?
- Monetta Fund holds — securities in total. The largest positions and their portfolio weights are listed on the Holdings tab.
- How many holdings does MONTX have?
- MONTX holds — positions as reported by the fund's most recent disclosure.
- What sectors does MONTX invest in?
- Monetta Fund (MONTX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
- What sector is MONTX most exposed to?
- MONTX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
- Is MONTX a US-only fund?
- The country allocation card on this page shows MONTX's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.
- What does MONTX invest in?
- 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).
