Founded in 1984, Monetta is a boutique firm with several unique characteristics that set them apart from other mutual funds. We take a commonsense approach to investing, and it is our mission to make investing accessible to everyone.
We offer two funds, the Monetta Fund and the Monetta Young Investor Growth Fund. The former offers a more traditional stock-picking fund focused on growth companies, while the Monetta Young Investor Growth Fund seeks long-term capital growth by employing a symbiotic “passive/active” investment approach. Both funds offer a low minimum investment to open an account, making them an attractive choice for many investors.
Monetta is deeply devoted to promoting financial education and engagement among youth. We take a playful, informative approach as demonstrated in their robust offerings in the “Kids Corner” of the website including investing advice, newsletters, and games.
We are passionate about financial literacy for kids and helping families save for college as demonstrated through their partnership with SAGE–a unique private college savings program.