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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.
Built-In Diversification
The Monetta Young Investor 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.
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.
What are your savings goals?
Learn how the Monetta Young Investor Growth Fund combines active and passive components and why it may be a fit for you.
First-time investors
- Low minimum investment
- Diversified investment choices
- Easy application process
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 looks at the recent Fed interest rate hikes and policies and asks the question, “can ‘Superman’ save us from economic recession?”
- This quarter’s Successful Entrepreneur is Bob Evans, founder of Bob Evans Farm restaurants. He believed in serving his customers high quality products.
- This quarter’s Investment Lesson explores how to create an investment strategy. What is the one thing that may matter most when investing?
And don’t forget the Laugh Studio and quarterly puzzle for young investors! Can you name the character that loves each food? Fill out each character name, then unscramble the letters in the circles to complete the message. Email the phrase to info@monetta.com or submit it online at www.kidsnewsletters.com and be entered in a drawing to win a $10 Target Gift Card! (Entries must be received by September 1, 2022).
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