Monetta Mid-Cap Equity
1776-a South Naperville Rd Ste 100 Wheaton IL 60187-8133
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Phone: 800-241-9772
| Category: | Mid-Cap Growth | | Fund Family: | Monetta | | Net Assets: | 3.75M | | Year-to-Date Return: | -18.17% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Mar-93 |
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Robert S. Bacarella
Lead Manager since
03-Mar-93 | | | Bacarella has been chairman and CEO of the adviser since October 1996; director of the adviser since 1984; and president of the adviser from 1984 to 1996 and April 1997 to present. He served as the portfolio manager or co-manager of the fund since inception. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $250 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $25 |
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| The investment seeks long-term capital growth. The fund normally invests at least 80% of assets in equity securities of companies with market capitalization between $1 billion and $10 billion. |
| Last Dividend
(30-Dec-98):
| 0.02 | | Last Cap Gain
(28-Dec-01):
| 0.05 | | Annual Holdings Turnover
| 135.00% | | Average for Category:
| 117.59% |
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| Expense | MMCEX | Category
Avg | | Total Expense Ratio: | 2.14%
| 1.49% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.34% | | Max Deferred Sales Load: | 0.00%
| 2.67% | | 3 Yr Expense Projection*: |
$685 | $701 | | 5 Yr Expense Projection*: |
$1,174 | $1,080 | | 10 Yr Expense Projection*: |
$2,525 | $2,122 |
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5.66% Nasdaq 
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