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We make it simple for everyone to invest easily and sensibly.

All too often, people over-complicate the investment process. Our goal is to break down investment myths and concepts to help individuals make sound long-term investment decisions. Your financial future starts here.

Low Minimums

Investing doesn’t have to feel out of reach for you financially. At Monetta, you can start with as little as $100 with an automatic investment plan of $25 or more per month.

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Built-In Diversification

The Monetta Core Growth Fund consists of a highly diversified “passive” component together with an actively managed component that consists largely of companies that are household names. The Monetta Fund is a classic “stock-picking” fund focused on large-cap growth companies.

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Commitment to Education

The earlier you start an investment portfolio, the longer your money can work for you. It’s time in the market, not timing the market, that matters. We provide ideas and resources for people of all ages to get started and keep making progress.

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What are your savings goals?

Learn how the Monetta Core Growth Fund combines active and passive components and why it may be a fit for you.

investing with monetta
First-time investors
  • Low minimum investment
  • Diversified investment choices
  • Easy application process
saving for college monetta
Saving for college
  • Low minimum investment
  • Automatic investment plan
  • Tuition rewards program
Saving for retirement
  • Core investment holding
  • Tax-deferred options (IRA)
  • Automatic investing/ withdrawal options
Legacy investing
  • Low minimum investment
  • Interactive educational program
  • A gift that could last a lifetime
Current Issue
  • This quarter our Featured Article is “You will never fail if you never give up on yourself.” Think of failure happening for you, not to you. Learn what Walt Disney, Jerry Seinfeld, Elvis Presley and Oprah Winfrey were told about failure early in their careers!
  • This quarter’s Successful Entrepreneur is Ty Warner, whose is famous for creating Beanie Babies. His belief that “even perfection has room for improvement” has put smiles on the faces of children worldwide.
  • This quarter’s Investment Lesson teaches us “How to invest small amounts of money.” Building wealth is similar to rolling a snowball down a mountain slope: the higher you are on the slope, the more time it has to grow. You’ll never be higher on the slope than you are right now. All you need is a few snowflakes to get started, so start now!

And don’t forget the Laugh Studio and this quarterly puzzle for young investors! Count the number of each original Beanie baby and email us the answer at info@monetta.com to be entered into a drawing to win a $10 Target gift card! (Entries must be received by December 1, 2020).

Click here to view the PDF version of Monetta MoneyTalk Family Edition.

Don’t wait, your financial future starts here!

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Performance

FundNAV$ Change
MONTX23.86-1.01
MYIFX24.04-0.99
as of 10/28/2020 | View Performance

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