Monetta's Educational Overview

Monetta Financial Services, Inc. has always had a passion to educate kids about money. A basic understanding of money and how it works, helps create better consumer habits that can lead to financial independence.

The challenge is how to teach children these basic financial concepts in an interesting and fun way. Monetta uses an initial education kit (see below) a quarterly newsletter and ongoing interactive games and activities to encourage kids to learn basic money concepts.The educational games and activities, allow kids to win prizes and awards in a fun and entertaining way.

The Quarterly Newsletter includes:

Monetta Financial Education Materials
  • Financial concept lesson.
  • Highlights a successful entrepreneur.
  • Laughing Studio (kid-friendly jokes).
  • Financial Quiz, where kids can win prizes.

When you register in the Tuition Rewards Program, students will receive a financial education kit which includes the following:

  • Savings bank
  • Latest Quarterly newsletter
  • Money-themed activity book
  • USB drive with financial education materials
  • Cell phone stand with mini wallet
  • Collectible stock certificate baseball cards
  • Sunglasses-Your future may brighten when you Save!

Monetta reserve's the right to substitute a product of equal or greater value.


For more information please e-mail us at info@monetta.com.

Please read the Prospectus carefully before you invest. It contains more complete information about the Monetta Funds, including risks specific to each fund, fees and expenses. A free, hard-copy of the prospectus can be obtained by calling 1-800-241-9772.

Mutual fund investing involves risk. Principal loss is possible. The Funds may make short-term investments, without limitation, for defensive purposes, which investments may provide lower returns than other types of investments. The portion of the Young Investor Fund that invests in underlying ETF’s that track the Index will be subject to certain risks which are unique to tracking the Index. By investing in ETF’s, you will indirectly bear your share of any fees and expenses charged by the underlying funds, in addition to indirectly bearing the principal risks of the funds. Growth-oriented funds may under-perform when growth stocks are out of favor. Please refer to the prospectus for further details. While the funds are no-load, management and other expenses still apply.

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 cost for the College Savings Program including participation in the Tuition Rewards Program are paid by MFSI.

The Fund's website contains links to third-party websites. The Fund and the advisor are not affiliated with, sponsored by, or endorsed by any 3rd party website. Monetta Funds are not responsible for, nor can guarantee the accuracy of, information on 3rd party websites.

Monetta Financial Services, Inc. is the adviser to the Monetta Funds. The Monetta Funds are distributed by Quasar Distributors, LLC.