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Since 1984, Monetta has offered diversified equity mutual funds to help families save for college and more.

Investing should be affordable for everyone. 

Start with as little as $25. Open an account online with Monetta with an automatic investment plan of $25 or more. Let your money start working for you today.

 

1.

The best time to plant a tree was twenty years ago. The second-best time is now. Getting started takes five minutes. 

 

2.

Select the fund that’s best for you.

  • With the Monetta Young Investor Fund (MYIFX) approximately 50% of the fund seeks to track the S&P 500 Index or other broad-based market indices and 50% is invested in common stocks that include well-known blue-chip growth companies.
  • With the Monetta Fund (MONTX), you’ll own a more selective (but still well diversified) portfolio of predominantly blue-chip stocks.

3.

Set up a schedule. Create your automatic investment plan with as little as $25 per month. Then let your money work for you. It’s time in the market, not timing the market, that matters.

 

Two Diversified Funds 

MYIFX: Monetta Young Investor Fund

With its two components, the Monetta Young Investor Fund (MYIFX) offers both broad diversification and a focus on large, growing companies.

Actively managed component: Approximately 50%

Passive, indexed component: Approximately 50%

MONTX: Monetta Fund

The Monetta Fund seeks long-term capital growth.

It pursues this objective by employing a bottom-up stock selection process that includes technical and fundamental analysis to identify strong management teams with a record of delivering higher revenue and earnings growth.

Making Investing Educational & Fun

*The promotion is limited to the first 200 accounts, starting July 7, 2026 and ending December 31, 2026. It applies to both the Monetta Young Investor Growth Fund (MYIFX) and the Monetta Fund (MONTX). Newly established shareholders can qualify for the promotion by opening an AIP directly with Monetta. Established shareholders can qualify by adding an AIP to an existing Monetta account. AIPs must have a minimum of $25 per month. 




Opinions expressed are subject to change at any time, are not guaranteed, and should not be considered investment advice.

Performance data quoted represents past performance; past performance does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Current performance of the fund may be lower or higher than the performance quoted. Performance data current to the most recent month end may be obtained by calling 1-800-241-9772.

Click here for the Monetta Fund Holdings
Click here for the Monetta Young Investor Fund Holdings
Fund holdings are subject to change and are not recommendations to buy or sell any security.

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 450 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 costs for the College Savings Program including participation in the Tuition Rewards Program are paid by MFSI.

There can be no guarantee that any strategy (risk management or otherwise) will be successful. Please consult your financial professional before making any investment decision.

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. | 1776-A S. Naperville Road, Suite 100, Wheaton, IL 60189 | Phone: 800-241-9772

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 Monetta 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.

Diversification does not assure a profit nor protect against loss in a declining market. Periodic investment plans do not assure a profit and do not protect against a loss in declining markets.

Monetta Financial Services, Inc. is the adviser to the Monetta Funds. The Monetta Funds are distributed by Quasar Distributors, LLC.

Copyright © 2024 Monetta Financial Services - A Registered Investment Advisor since 1984 - All Rights Reserved


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