Account Openings, Forms & Fund Reports
Open an Account
| Type | Description| Invest by Mail | Invest Online
| |
|---|---|---|---|
| Individual | Owned and controlled by one person. |  | |
| Joint | Owned and controlled by two or more people. | | |
| Custodial | Set up and managed by an adult for a minor. | | |
| IRA | Individual retirement account. | | |
| Coverdell | Tax-advantaged investment account designed to help families save for a child's qualified education expenses, including K-12 and college costs. | | |
| Trust | A legal arrangement in which the grantor allows a third party, the trustee, to manage assets on behalf of the beneficiaries of the trust. | | |
| Entity | A dedicated account type belonging to a legal entity, such as a corporation or limited partnership. | |
Fund Reports
| Reports | Monetta Fund | Monetta Young Investor Fund |
|---|---|---|
| Ticker | MONTX | MYIFX |
| Fact Sheets | | |
| Summary Prospectus | | |
| Statutory Prospectus | | |
| Tailored Shareholder Report - 12/31/2025 | | |
| Annual Financial Statements and Additional Information - 12/31/2025 | | |
| Tailored Shareholder Report - 6/30/2026 | | |
| Semi-Annual Financial Statements and Additional Information - 6/30/2026 | | |
| Fund Holdings Report - Latest Quarter | CLICK | CLICK |
| Fund Holdings Report - 3/31/2026 | | |
| Fund Holdings Report - 9/30/2025 | | |
| Statement of Additional Information (SAI) | | |
| Annual Proxy Voting Record - 6/30/2026 | | |
| Investment Kit | | |
| Privacy Notice | | |
Account Maintenance Forms
Important Information