Start Investing Today Investing Isn’t Complicated. No matter your goals, it all starts here! Mutual Fund Observer Click here for the article and to learn about how we approach investing February 2020 "Biggest Bang for your Buck"

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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 the Market Bubble similar to Glinda’s Bubble in the Wizard of Oz?”, explores timing of a market bubble and why we shouldn’t panic once the bubble has burst.
  • This quarter’s Successful Entrepreneur is Kevin Plank, a high school football player who later founded Under Armour. His believes that if you have the right idea, the right conviction and an “I’m going to show ‘em” attitude, anything is possible.
  • This quarter’s Investment Lesson teaches us the importance of having a checking account, what to look for when opening a new account and how having a checking account is one of the best ways to keep track of your money.

And don’t forget the Laugh Studio and quarterly puzzle for young investors! Reveal the secret message 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 March 1, 2021).

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
MONTX27.25-0.59
MYIFX20.15-0.30
as of 3/4/2021 | View Performance

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