Monetta Young Investor Fund Overview (MYIFX)
Seeks to Strike a Balance Between Investing, Learning and Fun!

Click to learn more about the investment approach Click here to learn more about Tuition Rewards
Click here to learn about the educational component Click here to learn about the games and activities
The Young Investor Fund Option Combines:
  • An investment approach combining Passive & Active investing
  • A tuition rewards program that grants shareholders tuition discounts
  • An educational component to teach basic financial skills
  • Games & activities that involve kids in an interactive way
  • The minimum investment in the Monetta Young Investor Mutual Fund is:

    • $1,000 no additional investment account required or
    • $100 with an additional automatic investment plan (AIP)* of at least $25 per month.


    The minimum investment in the Monetta Young Investor Fund 529 Option is:

    • The minimum contribution required is between $25 and $1,000.
    • The portfolio allocator choice requires a $1,000 initial contribution invested in at least two fund choices.
    • Age-base, custom choice and individual fund portfolios require a minimum of $250 for the initial contribution. The minimum contribution can be reduced to $25 for accounts that establish an Automatic Investment Plan (AIP). The minimum monthly AIP is $25.

    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.

    *The AIP Plan does not assure a profit 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.

    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.