SAGE Tuition Rewards

Saving Today! For Your Child’s Tomorrow

The Monetta Young Investor Fund (YIF) in conjunction with SAGE Scholars Inc. (SAGE) offers a "Tuition Rewards" Scholarship program where families can earn tuition discounts at over 375 private colleges and universities nationwide.

Tuition Rewards Points (TRP) are earned annually, on the student’s birthday*, and accrue like frequent flyer miles. Each point earned is worth $1.00 toward a participating school’s full year tuition cost. Every student receives a one-time 500 point bonus when enrolled and will earn points annually according to the following schedule:

The maximum discount a school is obligated to offset is 25% of the annual tuition cost. A student can use no more than one-quarter of the points accumulated toward an annual tuition discount. For example, assume an annual tuition cost of $20,000 and the student has accumulated 16,000 points. The maximum a student can offset in any one year is $4,000 or ¼ of the points accumulated.

For additional terms, conditions and a list of colleges participating the program please visit the SAGE Scholars website www.tuitionrewards.com. There are no fees or charges to Monetta shareholders who enroll and participate in the program.

Ages 1 through 13 .......................................................1,000 Tuition Reward Points

Ages 14 through 17**................................................... 2,000 Tuition Reward Points

(Effective September 5, 2014.)

*SAGE Scholars allows only one set of Tuition Reward Birthday Points per student, regardless of the number of SAGE financial partners a sponsor/student is enrolled.

**The last day for a student to earn reward points is their 17th birthday or August 31 of the year that the student begins 12th grade, whichever is sooner.

 

Family Saving For College with Tuition Rewards


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.

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 375 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 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.