Celebrate with a gift that may keep on giving–with a special holiday promotion!

Monetta’s Limited-Time Holiday Gift Matching Program

Monetta understands that the gifts we give and receive are all too often forgotten. This holiday season, celebrate with a gift that may keep on giving.

In the movie National Lampoon’s Christmas Vacation, Clark Griswold receives the “Jelly of the Month Club.” It wasn’t what Clark expected, but his cousin Eddie reminded him it’s the kind of gift that keeps on giving the whole year.

Like the “Jelly of the Month Club,” giving someone an Automatic Investment Plan (AIP) is the kind of gift that may keep on giving–and constantly reminds them of your special gift. Even better, an AIP can leave a legacy that will never be forgotten.

Here’s how it works–three simple steps:

Open an account with just $25 (normally $100)*

Establish an AIP for as little as $25 per month*

Automatically receive a $25 matching gift directly into your account*

Upon opening an account, each person will receive a holiday kit which will include a quarterly newsletter, official certificate, key ring calculator, and other special items.

The holiday kit can be sent directly to the new account holder or directly to you to give as a gift. See application for details.

Monetta has always had a passion to educate kids about money and teach basic life skills. We believe that creating smart consumer habits now can lead to financial independence over the long term. Give yourself or someone you love the gift that may keep on giving!

Monetta Funds

Monetta Core Growth Fund

The Monetta Core Growth Fund seeks long-term capital growth by employing a symbiotic “passive/active” investment approach.

Monetta Fund

The Monetta Fund is a more traditional stock-picking fund focused on growth companies.

Investment Kit

This kit includes a welcome letter, fund overviews, quarterly newsletter and information on the SAGE Tuition Rewards program.

Get Started Now

I'm already a Monetta Funds shareholder

All you need to do is set up an Automatic Investment Plan (AIP) using the form below. Your $25 matching gift will be added to your account automatically!

Download AIP Application

Open a New Account

Just download and mail in your completed application. Your $25 matching gift will be added to your account automatically!

Download Application

*The promotional period is Dec. 1, 2020 through Jan. 31, 2021. The promotion is limited to the first 500 accounts. It applies to both Monetta mutual funds, the Monetta Core Growth Fund (MYIFX) and the Monetta Fund (MONTX). The initial-investment minimum will be reduced only when an account is opened directly with Monetta. To qualify for the promotion, an AIP must be newly opened, directly with Monetta; both new and existing shareholders may do so.

When holiday shopping this year, remember Cousin Eddie and consider a gift that may “keep on giving!”
Happy holidays from Monetta!

To learn more about investing small amounts of money–and why it’s important to just get started–read our latest article. You’ll learn:

  • Building wealth is similar to rolling a snowball down a mountain slope: the higher you are on the slope, the more time it has to grow. You’ll never be higher on the slope than you are right now!
  • The combination of starting early, adding to it regularly with an AIP and thinking long-term will quickly gather momentum. But your snowball can’t get rolling if you don’t start. All you need is a few snowflakes to get started.

Important Information