Centaurus Financial - we invest in your success
CuraDebit Free Debt Analysis
  Home > Financial Services > Mutual Funds > Monetta

Monetta




The Monetta Funds grew from a modest investment club formed in the early 1970s by Robert S. Bacarella, who was part of a team that managed the pension fund for a Fortune 500 company. The name Monetta is derived from the Greek and Latin words for mint. The company was founded in 1975 as Monetta Fund Limited Partnership. The Monetta Family of Mutual Funds offers diversified investment opportunities, low minimum investments, retirement accounts, children's savings programs, an automatic investment program, and electronic and telephone transactions. Robert Bacarella is the president and founder and is a co-manager of all funds.
 
Monetta, recognizes that investors have a wide range of investment needs. Their minimum initial investment is only 1000 or 250 dollars if you establish an Automatic Investment Plan with a minimum investment of 25 per month month.Monetta Fund is a multi-capitalization growth fund that seeks excess market returns by investing in those sectors and companies that we believe offer above average long-term growth potential. Capital is then allocated to those sectors and companies that they believe can generate above average returns, regardless of market capitalization. Normally at least 65 percent of net assets are invested in common stocks with the flexibility to use cash, up to 35 percent in normal market conditions, as a viable investment alternative during a declining market trend.
 
The Monetta Fund may invest in more volatile sectors, which could result in a disproportionate return or loss compared to its benchmarks. Common stocks tend to be more volatile than other investment choices. The Fund invests in smaller companies, and small-cap stocks tend to be more volatile and risky than large-cap stocks. The Select Technology Fund invests in technology related companies propelled by new technologies which present the risk of rapid change and product obsolescence and their successes are difficult to predict for the long term. The Advisor believes that these are more potential for capital appreciation in Technology related companies, but there also is more risk.
 
Monetta fund pursues a mission to assist their shareholders in reaching the financial goals they set for themselves and their families. They do this by creating a range of investment products that attempt to meet specific and individual needs. They then strive to generate above-average performance results through an active and focused team-managed investment approach which is flexible, in that the market, itself, is leading indicator and guide to portfolio weightings.

Financial Services Companies all are here at FinancialBrowsers.com

Permission is granted to reproduce this article as long as the above resource paragraph is left intact with active links.

Back to Mutual Funds

 
 
Infinit-i