1-800-241-9772
This quarter, we’re pleased to share a refreshed format to our longstanding Kids Newsletter! Our Kids Newsletter is now titled Monetta Money Talk Family Edition.

People of all ages will find it informative and easy to read…and, don’t worry, we haven’t left out the jokes or puzzle!

  • This quarter our Featured Article is “Coronavirus vs. Rocky Balboa…and how to survive a market beating.” Just like Rocky’s comeback to win the fight, the market will come back from its beating, in our view. Historically, when things look as bruised and bloody as they do today, these tend to be good “buying” opportunities, rather than selling securities, that are now on sale, due to fear and panic.
  • This quarter’s Successful Entrepreneur feature is Elon Musk. Did you know he served as an inspiration for the “Iron Man” movie series?
  • This quarter’s Investment Lesson is about a way to think about your investment portfolio like the sun and planets that make up our solar system.

And don’t forget the Laugh Studio and this quarter’s puzzle for young investors! Complete the word search correctly and/or submit a joke of your own, and you could win a $10 Target Gift card!

Click here to view the PDF version of Monetta Money Talk Family Edition – Second Quarter 2020.

Investment portfolio

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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Fund Performance

Monetta Money Talk Newsletter

The Monetta Money Talk newsletter is a fantastic resource for continued financial education and resources. Sign up today to receive our quarterly newsletter!

The Funds’ investment objectives, risks, charges and expenses must be considered carefully before investing. The summary and statutory prospectuses contain this and other important information about the investment company, and may be obtained by calling 1-866-964-4683, or visiting www.monetta.com. Read it carefully before investing.

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.

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 loss in a declining market.

Duration is a measure of the sensitivity of the price of a bond or other debt instrument to a change in interest rates.

Standard and Poor’s 500® Index is a capitalization-weighted index of 500 stocks. This unmanaged index is designed to measure performance of the broad domestic economy through changes in the aggregate market value of 500 stocks representing all major industries. The index was developed with a base level of 10 for the 1941-43 base period. One cannot invest directly in an index.

All investments, including those in mutual funds, have risks and 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 Core Growth 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.

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

Past performance does not guarantee future results.

FUND DISTRIBUTOR:  Quasar Distributors, LLC.