Earn College Tuition Credits with the SAGE Scholars Program

Monetta Financial Services, in conjunction with SAGE Scholars Inc. (SAGE), offers a “Tuition Rewards” Scholarship program where families can earn tuition discounts at over 375 private colleges and universities nationwide. Tuition Rewards Points (TRP) are earned annually, on the student’s birthday*, and accrue like frequent flyer miles. For additional terms, conditions and a list of colleges participating the program please visit the SAGE Scholars website. There are no fees or charges to Monetta shareholders who enroll and participate in the program.

  • SAGE tuition credits can be used at nearly 400 private colleges and universities throughout the US. Students can earn up to one quarter of the cost of any one year’s tuition. Over four years, that could cover a full year of tuition.
  • When students apply to a SAGE school, they notify the school of the SAGE credits and are awarded tuition credit.
  • There is no obligation to attend a SAGE school, and nothing is lost by signing up.

*SAGE Scholars allows only one set of Tuition Reward Birthday Points per student, regardless of the number of SAGE financial partners a sponsor/student is enrolled.

**The last day for a student to earn reward points is their 17th birthday or August 31 of the year that the student begins 12th grade, whichever is sooner.

How it works:

When a college saver opens a Monetta Core Growth Fund or Monetta Fund account (individual, joint, or custodial) with a minimum investment of just $100 or an automatic investment program of just $25 per month, they qualify to enroll in the SAGE Scholars Tuition Reward program.

To earn SAGE tuition rewards points, they simply complete a separate registration at this link. Anyone can register—an individual, parent or grandparent. When they register, they designate one or more children as recipient of the tuition credits; 1 credit equals $1. Just by registering a student, 500 credits are awarded.

Credits accumulate automatically via SAGE’s point system:

Every birthdate ages 1-13

1,000 points each year

Every birthdate ages 14-17

2,000 points each year

Completion of profile form during the student’s junior year

2,500 points

A student can accumulate up to $21,500 in tuition credits.

The maximum discount a school is obligated to offset is 25% of the annual tuition cost. A student can use no more than one-quarter of the points accumulated toward an annual tuition discount. For example, assume an annual tuition cost of $20,000 and the student has accumulated 16,000 points. The maximum a student can offset in any one year is $4,000 or ¼ of the points accumulated.

Register now: Get started today to begin earning your Tuition Rewards!

Shareholder

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Please note-once registered into the SAGE Program, you will be sent an email from SAGE requesting a user name and password. After this has been established, you will then be able to enroll all of the children in your immediate and extended family and begin earning your Tuition Rewards!

Notable Universities:

1. CREIGHTON UNIVERSITY

Omaha, Nebraska

2. VALPARAISO UNIVERSITY

Valparaiso, Indiana

3. BRADLEY UNIVERSITY

Peoria, Illinois

4. UNIVERSITY OF TAMPA

Tampa, Florida

5. UNIVERSITY OF ROCHESTER

Rochester, New York

6. LA SALLE UNIVERSITY

Philadelphia, Pennsylvania

7. RENSSELAER POLYTECHNIC INSTITUTE

Troy, New York

8. ARCADIA UNIVERSITY

Glenside, Pennsylvania

9. WORCESTER POLYTECHNIC INSTITUTE

Worcester, Massachussetts

10. UNIVERSITY OF SAN DIEGO

San Diego, California

COMPLETE LISTING OF UNIVERSITIES

Please click here for a complete listing of universities participating in the Sage Tuition Rewards® Program

Monetta Financial Services, Inc. | 1776-A S. Naperville Road, Suite 100, Wheaton, IL 60189 | Phone: 630-462-9800 | Email: info@monetta.com

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 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. While the funds are no-load, management and other expenses still apply.

Diversification does not guarantee a profit or protect from loss in a declining market.

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 375 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 cost for the College Savings Program including participation in the Tuition Rewards Program are paid by MFSI.

Automatic investment plans do not assure a profit and do not protect against a loss in declining markets. Such a plan involves continuous investment in securities regardless of fluctuating price levels, and investors should consider their financial ability to continue purchases through periods of low price levels.

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