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Incentive Driven College Savings Program


Thank you for your interest in the Monetta College Savings and Learning Program.

The primary objectives of this program are to:
1. Provide a fund option (Young Investor Fund) that is designed for long-term investors, including     young investors, who seek growth of capital by investing at least 50% of its net assets in other     funds that track the Standard & Poor's 500 Stock Index and the balance in common stocks that     are recognized by children and teenagers. The themed investment approach provides an     opportunity to teach investors the fundamentals of investing
2. Teach children and teenagers the basics of saving and investing by providing an opportunity to     win prizes and earn awards for participating in various educational games and activities.
3. Accumulate college Tuition Rewards/points at any of the 245 participating private colleges     nationwide.
4. Encourage financial literacy through Monetta’s website, newsletters, short story collection and     investment tutorial.

Guidelines To Start Investing with Monetta
An investment account may be opened with a minimum deposit of $100 with a monthly automatic investment plan deposit of at least $25, or with a $1,000 deposit. We encourage all participants to join the Automatic Investment Plan (AIP)* as we believe that this can be an effective means of achieving an educational savings goal.

When you open a custodial or coverdell education savings account, the child will receive a Monetta "Investment Kit" consisting of an educational activity book, storybook, and the most recent quarterly newsletter. Also included is "Steady Eddy", the colorful bean-filled train engine, with the establishment of an AIP Custodial Account.

To join the college savings program complete an account application by clicking here. To receive your bonus in Tuition Rewards click on the link at the top and register to receive 500 in Tuition Reward points.

For further information, please call Monetta Shareholder Services at 1-800-MONETTA or e-mail us at info@monetta.com.

Robert S. Bacarella
President and Founder

*An Automatic Investment Plan does not assure, and does not protect against, a loss in declining markets. Such a plan involves continuous investment in securities regardless of fluctuating price levels and investors should consider their financial ability to continue purchases through periods of low price levels.

**The S&P 500 Index is the Standard & Poor’s Index of 500 stocks, a widely recognized, unmanaged index of common stock prices. It is not available for direct investment.

Monetta Financial Services, Inc. (MFSI) is the investment advisor to the Monetta Funds. The advisor has contracted with Sage Scholars, Inc. to offer Tuition Rewards (points) to all Monetta Fund Shareholders that enroll in the Tuition Rewards program through Monetta's website.

Tuition Rewards are remitted solely as a reduction from the college’s full tuition bill and are not awarded in cash. Certain restrictions may apply. The Tuition Rewards program is offered and administered by SAGE Scholars, Inc., a private for-profit corporation. Monetta Financial Services, Inc., (MFSI) through a partnership with SAGE Scholars offers a college tuition reduction program that may be used at over 245 participating colleges nationwide. All costs for the College Savings Program, including participation in the Tuition Rewards Program, are paid by MFSI. For program details and restrictions please visit www.tuitionrewards.com.

Tuition Reward registration bonus points are issued one time only. If the investor and/or student already has a Tuition Rewards account through Monetta or another SAGE financial partner, he or she is not eligible for additional registration points.

For custodial accounts, MFSI has a "college savings program" where the Monetta Shareholders automatically receive an investment kit, a quarterly newsletter, various educational materials and in addition, if enrolled, will receive Tuition Rewards.

All costs for the College Savings Program, including participation in the Tuition Rewards Program, are paid by MFSI.

 



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Monetta Family of Mutual Funds

1776-A S. Naperville Rd., Suite 100
Wheaton, IL 60189
1-800-MONETTA
Phone: 630.462.9800
Fax: 630.462.9332

For more information please e-mail us at info@monetta.com
This material must be preceded or accompanied by a Prospectus.  Please read it carefully before you invest.

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